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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
URS
301
Utah Retirement Systems
Utah
$30.4M
IMPI
302
Ilmarinen Mutual Pension Insurance
Finland
$30.3M
AIP
303
ARS Investment Partners
New York
$30.2M
GF
304
Gabelli Funds
New York
$29.9M
MCM
305
Maple Capital Management
Vermont
$29.8M
MIFH
306
Migdal Insurance & Financial Holdings
Israel
$29.8M
MT
307
Midwest Trust
Kansas
$29.2M
SMDAM
308
Sumitomo Mitsui DS Asset Management
Japan
$29.1M
Wealthfront Advisers
309
Wealthfront Advisers
California
$29.1M
Pathstone Holdings
310
Pathstone Holdings
New Jersey
$29M
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$29M
PFSRSONJ
312
Police & Firemen's Retirement System of New Jersey
New Jersey
$28.8M
Hudson Bay Capital Management
313
Hudson Bay Capital Management
Connecticut
$28.7M
NIM
314
NEOS Investment Management
Connecticut
$28.6M
AAF
315
Andra AP-fonden
Sweden
$28.5M
AssetMark Inc
316
AssetMark Inc
California
$28.3M
Brown Advisory
317
Brown Advisory
Maryland
$28.2M
RIM
318
Rakuten Investment Management
Japan
$28.2M
NYLIM
319
New York Life Investment Management
New York
$28M
VCM
320
Voleon Capital Management
California
$27.8M
DZ Bank
321
DZ Bank
Germany
$27.3M
UB
322
UMB Bank
Missouri
$27.3M
VWM
323
Valley Wealth Managers
New Jersey
$27.3M
BCIM
324
British Columbia Investment Management
British Columbia, Canada
$26.9M
Cambridge Investment Research Advisors
325
Cambridge Investment Research Advisors
Iowa
$26.8M