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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
KAS
351
Kestra Advisory Services
Texas
$24M
SCM
352
SCS Capital Management
Massachusetts
$23.9M
IC
353
IEQ Capital
California
$23.8M
MOACM
354
Mutual of America Capital Management
New York
$23.6M
TWIM
355
TIAA Wealth Investment Management
New York
$23.4M
HP
356
Hound Partners
New York
$23.3M
CII
357
Capital International Inc
California
$23.3M
NIG
358
NFJ Investment Group
Texas
$23.3M
NAM
359
NorthCrest Asset Manangement
Minnesota
$23.2M
YCM
360
Yousif Capital Management
Michigan
$23.2M
WP
361
Woodline Partners
California
$22.9M
Macquarie Group
362
Macquarie Group
Australia
$22.8M
Allspring Global Investments
363
Allspring Global Investments
North Carolina
$22.8M
OPERF
364
Oregon Public Employees Retirement Fund
Oregon
$22.7M
LCP
365
LGT Capital Partners
Switzerland
$22.4M
CCM
366
Copeland Capital Management
Pennsylvania
$22.2M
IMRF
367
Illinois Municipal Retirement Fund
Illinois
$21.9M
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$21.9M
PP
369
Prudential plc
United Kingdom
$21.9M
GAM
370
Generali Asset Management
Italy
$21.6M
TCM
371
Telos Capital Management
California
$21.5M
OHIS
372
Oak Harvest Investment Services
Texas
$21.5M
EAM
373
Erste Asset Management
Austria
$21.5M
Mirae Asset Global ETFs Holdings
374
Mirae Asset Global ETFs Holdings
Hong Kong
$21.2M
VIM
375
Vinva Investment Management
Australia
$21M