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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
PR
326
Payden & Rygel
California
$26.6M
PAI
327
Pittenger & Anderson Inc
Nebraska
$26.5M
MCM
328
MAI Capital Management
Ohio
$26.4M
BCAM
329
Boston Common Asset Management
Massachusetts
$26.3M
AV
330
ASR Vermogensbeheer
Netherlands
$26.1M
OAM
331
OP Asset Management
$26M
AHB
332
Abner Herrman & Brock
New Jersey
$26M
SA
333
Sanctuary Advisors
Indiana
$25.7M
HPG
334
Harvest Portfolios Group
Ontario, Canada
$25.7M
William Blair & Company
335
William Blair & Company
Illinois
$25.7M
P
336
&Partners
Tennessee
$25.7M
ClearBridge Investments
337
ClearBridge Investments
New York
$25.7M
Tudor Investment Corp
338
Tudor Investment Corp
Connecticut
$25.7M
PFPG
339
Pinnacle Financial Partners (Georgia)
Georgia
$25.6M
AAIS
340
ABN AMRO Investment Solutions
$25.4M
NAM
341
Nissay Asset Management
Japan
$25.1M
Vontobel Holding
342
Vontobel Holding
Switzerland
$25.1M
SOADOR
343
State of Alaska Department of Revenue
Alaska
$24.9M
KPWS
344
Kestra Private Wealth Services
Texas
$24.9M
GT
345
Glenmede Trust
Pennsylvania
$24.8M
PL
346
Perpetual Ltd
Australia
$24.8M
AP
347
Appleton Partners
Massachusetts
$24.7M
FAM
348
Fred Alger Management
New York
$24.5M
HIP
349
HUB Investment Partners
Texas
$24.2M
ATC
350
Argent Trust Co
Tennessee
$24.1M