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Morgan Stanley

2,479 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
2,479
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
AB
276
Amalgamated Bank
New York
$36.7M
VMPIC
277
Varma Mutual Pension Insurance Co
Finland
$36.4M
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.6M
First Manhattan
279
First Manhattan
New York
$35.4M
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$35.2M
CGH
281
Crossmark Global Holdings
Texas
$34.8M
BTW
282
Boston Trust Walden
Massachusetts
$34.3M
Daiwa Securities Group
283
Daiwa Securities Group
Japan
$34.3M
Lido Advisors
284
Lido Advisors
California
$34.3M
PGFC
285
Peapack-Gladstone Financial Corp
New Jersey
$34.2M
UIM
286
USS Investment Management
United Kingdom
$34M
X
287
Xponance
Pennsylvania
$34M
C
288
Certuity
Florida
$33.8M
VPIM
289
Vanguard Personalized Indexing Management
California
$33.6M
EI
290
Ethic Inc
New York
$32.8M
JPMIA
291
J.P. Marvel Investment Advisors
Massachusetts
$32.6M
HF
292
HRT Financial
New York
$32.5M
RFC
293
Regions Financial Corp
Alabama
$32.3M
HP
294
Hosking Partners
United Kingdom
$31.5M
LCM
295
LVM Capital Management
Michigan
$31.5M
B
296
Bailard
California
$31.4M
PTPFOECYE
297
PBU - The Pension Fund of Early Childhood & Youth Educators
$31.3M
Jane Street
298
Jane Street
New York
$31.1M
PMAM
299
Picton Mahoney Asset Management
Ontario, Canada
$30.6M
URS
300
Utah Retirement Systems
Utah
$30.4M