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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
BBVA
326
Banco Bilbao Vizcaya Argentaria
Spain
$26.7M
PR
327
Payden & Rygel
California
$26.6M
PAI
328
Pittenger & Anderson Inc
Nebraska
$26.5M
MCM
329
MAI Capital Management
Ohio
$26.4M
BCAM
330
Boston Common Asset Management
Massachusetts
$26.3M
AV
331
ASR Vermogensbeheer
Netherlands
$26.1M
OAM
332
OP Asset Management
$26M
AHB
333
Abner Herrman & Brock
New Jersey
$26M
SA
334
Sanctuary Advisors
Indiana
$25.7M
HPG
335
Harvest Portfolios Group
Ontario, Canada
$25.7M
William Blair & Company
336
William Blair & Company
Illinois
$25.7M
P
337
&Partners
Tennessee
$25.7M
ClearBridge Investments
338
ClearBridge Investments
New York
$25.7M
Tudor Investment Corp
339
Tudor Investment Corp
Connecticut
$25.7M
PFPG
340
Pinnacle Financial Partners (Georgia)
Georgia
$25.6M
AAIS
341
ABN AMRO Investment Solutions
$25.4M
NAM
342
Nissay Asset Management
Japan
$25.1M
Vontobel Holding
343
Vontobel Holding
Switzerland
$25.1M
SOADOR
344
State of Alaska Department of Revenue
Alaska
$24.9M
KPWS
345
Kestra Private Wealth Services
Texas
$24.9M
GT
346
Glenmede Trust
Pennsylvania
$24.8M
PL
347
Perpetual Ltd
Australia
$24.8M
AP
348
Appleton Partners
Massachusetts
$24.7M
FAM
349
Fred Alger Management
New York
$24.5M
HIP
350
HUB Investment Partners
Texas
$24.2M