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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
HIMC
276
Heritage Investors Management Corp
Maryland
$36.8M
AB
277
Amalgamated Bank
New York
$36.7M
VMPIC
278
Varma Mutual Pension Insurance Co
Finland
$36.4M
FDCDDQ
279
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.6M
First Manhattan
280
First Manhattan
New York
$35.4M
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$35.2M
CGH
282
Crossmark Global Holdings
Texas
$34.8M
BTW
283
Boston Trust Walden
Massachusetts
$34.3M
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$34.3M
Lido Advisors
285
Lido Advisors
California
$34.3M
PGFC
286
Peapack-Gladstone Financial Corp
New Jersey
$34.2M
UIM
287
USS Investment Management
United Kingdom
$34M
X
288
Xponance
Pennsylvania
$34M
C
289
Certuity
Florida
$33.8M
VPIM
290
Vanguard Personalized Indexing Management
California
$33.6M
EI
291
Ethic Inc
New York
$32.8M
JPMIA
292
J.P. Marvel Investment Advisors
Massachusetts
$32.6M
HF
293
HRT Financial
New York
$32.5M
RFC
294
Regions Financial Corp
Alabama
$32.3M
HP
295
Hosking Partners
United Kingdom
$31.5M
LCM
296
LVM Capital Management
Michigan
$31.5M
B
297
Bailard
California
$31.4M
PTPFOECYE
298
PBU - The Pension Fund of Early Childhood & Youth Educators
$31.3M
Jane Street
299
Jane Street
New York
$31.1M
PMAM
300
Picton Mahoney Asset Management
Ontario, Canada
$30.6M