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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
IMPI
301
Ilmarinen Mutual Pension Insurance
Finland
$30.3M
AIP
302
ARS Investment Partners
New York
$30.2M
GF
303
Gabelli Funds
New York
$29.9M
MCM
304
Maple Capital Management
Vermont
$29.8M
MIFH
305
Migdal Insurance & Financial Holdings
Israel
$29.8M
MT
306
Midwest Trust
Kansas
$29.2M
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$29.1M
Wealthfront Advisers
308
Wealthfront Advisers
California
$29.1M
Pathstone Holdings
309
Pathstone Holdings
New Jersey
$29M
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$29M
PFSRSONJ
311
Police & Firemen's Retirement System of New Jersey
New Jersey
$28.8M
Hudson Bay Capital Management
312
Hudson Bay Capital Management
Connecticut
$28.7M
NIM
313
NEOS Investment Management
Connecticut
$28.6M
AAF
314
Andra AP-fonden
Sweden
$28.5M
AssetMark Inc
315
AssetMark Inc
California
$28.3M
Brown Advisory
316
Brown Advisory
Maryland
$28.2M
RIM
317
Rakuten Investment Management
Japan
$28.2M
NYLIM
318
New York Life Investment Management
New York
$28M
VCM
319
Voleon Capital Management
California
$27.8M
DZ Bank
320
DZ Bank
Germany
$27.3M
UB
321
UMB Bank
Missouri
$27.3M
VWM
322
Valley Wealth Managers
New Jersey
$27.3M
BCIM
323
British Columbia Investment Management
British Columbia, Canada
$26.9M
Cambridge Investment Research Advisors
324
Cambridge Investment Research Advisors
Iowa
$26.8M
BBVA
325
Banco Bilbao Vizcaya Argentaria
Spain
$26.7M