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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
ATC
351
Argent Trust Co
Tennessee
$24.1M
KAS
352
Kestra Advisory Services
Texas
$24M
SCM
353
SCS Capital Management
Massachusetts
$23.9M
IC
354
IEQ Capital
California
$23.8M
MOACM
355
Mutual of America Capital Management
New York
$23.6M
TWIM
356
TIAA Wealth Investment Management
New York
$23.4M
HP
357
Hound Partners
New York
$23.3M
CII
358
Capital International Inc
California
$23.3M
NIG
359
NFJ Investment Group
Texas
$23.3M
NAM
360
NorthCrest Asset Manangement
Minnesota
$23.2M
YCM
361
Yousif Capital Management
Michigan
$23.2M
WP
362
Woodline Partners
California
$22.9M
Macquarie Group
363
Macquarie Group
Australia
$22.8M
Allspring Global Investments
364
Allspring Global Investments
North Carolina
$22.8M
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$22.7M
LCP
366
LGT Capital Partners
Switzerland
$22.4M
CCM
367
Copeland Capital Management
Pennsylvania
$22.2M
IMRF
368
Illinois Municipal Retirement Fund
Illinois
$21.9M
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$21.9M
PP
370
Prudential plc
United Kingdom
$21.9M
GAM
371
Generali Asset Management
Italy
$21.6M
TCM
372
Telos Capital Management
California
$21.5M
OHIS
373
Oak Harvest Investment Services
Texas
$21.5M
EAM
374
Erste Asset Management
Austria
$21.5M
Mirae Asset Global ETFs Holdings
375
Mirae Asset Global ETFs Holdings
Hong Kong
$21.2M