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Morgan Stanley

2,484 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, 1,041 increasing their positions, 932 reducing their positions, and 159 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 (-$21.9B)

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
2,484
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
PP
252
PensionDanmark Pensionsforsikringsaktieselskab
Denmark
$42.4M
ZIM
253
Zacks Investment Management
Illinois
$42.1M
EF
254
Empowered Funds
Pennsylvania
$41.6M
ProShare Advisors
255
ProShare Advisors
Maryland
$41.3M
QCM
256
QRG Capital Management
Illinois
$41.1M
MLL
257
Moody Lynn & Lieberson
Massachusetts
$41M
BG
258
Bollard Group
Massachusetts
$40.7M
NA
259
NewEdge Advisors
Louisiana
$40.4M
KeyBank National Association
260
KeyBank National Association
Ohio
$40.3M
II
261
IFM Investors
Australia
$40.3M
FLPIM
262
F.L. Putnam Investment Management
Massachusetts
$39.7M
CIM
263
Caldwell Investment Management
Ontario, Canada
$39.6M
BIAS
264
Beacon Investment Advisory Services
New Jersey
$39.4M
MAA
265
Matrix Asset Advisors
New York
$39.2M
Lazard Asset Management
266
Lazard Asset Management
New York
$39.1M
RCMU
267
Rokos Capital Management (UK)
United Kingdom
$39M
Osaic Holdings
268
Osaic Holdings
Arizona
$38.3M
TG
269
TCW Group
California
$38.2M
DDPIC
270
Deroy & Devereaux Private Investment Counsel
Michigan
$37.9M
RBI
271
Raiffeisen Bank International
Austria
$37.6M
CI
272
Conning Inc
Connecticut
$37.1M
VC
273
Vestor Capital
Illinois
$37.1M
SG Americas Securities
274
SG Americas Securities
New York
$37.1M
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$36.9M