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Morgan Stanley

2,478 hedge funds and large institutions have $218B invested in Morgan Stanley in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 1,040 increasing their positions, 930 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $240B → $218B (-$22B)

25% less funds holding in top 10

Funds holding in top 10: 6045 (-15)

28% less call options, than puts

Call options by funds: $2.43B | Put options by funds: $3.35B

Holders
2,478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.43B
Puts
$3.35B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$42.6M
ZIM
252
Zacks Investment Management
Illinois
$42.1M
EF
253
Empowered Funds
Pennsylvania
$41.6M
ProShare Advisors
254
ProShare Advisors
Maryland
$41.3M
QCM
255
QRG Capital Management
Illinois
$41.1M
MLL
256
Moody Lynn & Lieberson
Massachusetts
$41M
BG
257
Bollard Group
Massachusetts
$40.7M
NA
258
NewEdge Advisors
Louisiana
$40.4M
KeyBank National Association
259
KeyBank National Association
Ohio
$40.3M
II
260
IFM Investors
Australia
$40.3M
FLPIM
261
F.L. Putnam Investment Management
Massachusetts
$39.7M
CIM
262
Caldwell Investment Management
Ontario, Canada
$39.6M
BIAS
263
Beacon Investment Advisory Services
New Jersey
$39.4M
MAA
264
Matrix Asset Advisors
New York
$39.2M
Lazard Asset Management
265
Lazard Asset Management
New York
$39.1M
RCMU
266
Rokos Capital Management (UK)
United Kingdom
$39M
Osaic Holdings
267
Osaic Holdings
Arizona
$38.3M
TG
268
TCW Group
California
$38.2M
DDPIC
269
Deroy & Devereaux Private Investment Counsel
Michigan
$37.9M
RBI
270
Raiffeisen Bank International
Austria
$37.6M
CI
271
Conning Inc
Connecticut
$37.1M
VC
272
Vestor Capital
Illinois
$37.1M
SG Americas Securities
273
SG Americas Securities
New York
$37.1M
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$36.9M
HIMC
275
Heritage Investors Management Corp
Maryland
$36.8M