Morgan Stanley
2,489 hedge funds and large institutions have $218B invested in Morgan Stanley in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,043 increasing their positions, 932 reducing their positions, and 159 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 1,043 | Existing positions reduced: 932
11% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 159
1% less funds holding
Funds holding: 2,520 → 2,489 (-31)
1.47% less ownership
Funds ownership: 85.02% → 83.55% (-1.5%)
9% less capital invested
Capital invested by funds: $240B → $218B (-$21.9B)
25% less funds holding in top 10
Funds holding in top 10: 60 → 45 (-15)
28% less call options, than puts
Call options by funds: $2.43B | Put options by funds: $3.35B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.36B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$838M |
| 3 |
Two Sigma Investments
New York
|
+$454M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$426M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$363M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$2.32B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.94B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$595M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$509M |
| 5 |
State Street
Boston,
Massachusetts
|
-$435M |
MS Hedge Fund Activity: Q1 2026 in Review
2,489 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q1 2026, worth a combined $218B — down 9.1% from $240B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new MS positions and 159 closed out — a net gain of 17 holders — while 1,043 added to existing stakes and 932 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.36B. The largest seller was Capital International Investors, cutting an estimated $2.32B.
- 2,489 institutional investors held Morgan Stanley (MS) as of Q1 2026, down from 2,520 in Q4 2025.
- Funds reported $218B of Morgan Stanley stock for Q1 2026, down 9.1% quarter-over-quarter.
- 176 funds opened new Morgan Stanley positions in Q1 2026 and 159 closed out, a net change of +17 holders.
- The largest Morgan Stanley buyer in Q1 2026 was JP Morgan Chase, an estimated $1.36B added.
- The largest Morgan Stanley seller in Q1 2026 was Capital International Investors, an estimated $2.32B sold.
Based on aggregated 13F filings for Q1 2026.