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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
DILIC
376
Dai-ichi Life Insurance Company
Japan
$20.8M
ELC
377
Edgar Lomax Company
Virginia
$20.7M
AG
378
AIA Group
Hong Kong
$20.6M
Voloridge Investment Management
379
Voloridge Investment Management
Florida
$20.5M
CAL
380
Capital Analysts LLC
Pennsylvania
$20.2M
NIM
381
Nexus Investment Management
Ontario, Canada
$19.7M
Susquehanna International Group
382
Susquehanna International Group
Pennsylvania
$19.6M
ECM
383
ExodusPoint Capital Management
New York
$19.5M
CF
384
Covea Finance
France
$19.3M
SSA
385
Schonfeld Strategic Advisors
New York
$19.3M
AWM
386
Apollon Wealth Management
South Carolina
$19.1M
BAMF
387
BI Asset Management Fondsmaeglerselskab
Denmark
$19M
CRC
388
Curi RMB Capital
Illinois
$18.6M
JF
389
Jump Financial
Illinois
$18.6M
CLGM
390
Capitolis Liquid Global Markets
New York
$18.6M
HWM
391
HB Wealth Management
Georgia
$18.5M
WA
392
Waverly Advisors
Alabama
$18.5M
BM
393
Bridger Management
New York
$18.5M
LWM
394
Lyell Wealth Management
California
$18.1M
HTC
395
Haverford Trust Company
Pennsylvania
$17.9M
HNB
396
Huntington National Bank
Ohio
$17.7M
EMPI
397
Elo Mutual Pension Insurance
Finland
$17.7M
GI
398
GAMCO Investors
Connecticut
$17.7M
IGAM
399
iA Global Asset Management
Quebec, Canada
$17.6M
NPT
400
Nixon Peabody Trust
Massachusetts
$17.3M