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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
VIM
376
Vinva Investment Management
Australia
$21M
DILIC
377
Dai-ichi Life Insurance Company
Japan
$20.8M
ELC
378
Edgar Lomax Company
Virginia
$20.7M
AG
379
AIA Group
Hong Kong
$20.6M
Voloridge Investment Management
380
Voloridge Investment Management
Florida
$20.5M
CAL
381
Capital Analysts LLC
Pennsylvania
$20.2M
NIM
382
Nexus Investment Management
Ontario, Canada
$19.7M
Susquehanna International Group
383
Susquehanna International Group
Pennsylvania
$19.6M
ECM
384
ExodusPoint Capital Management
New York
$19.5M
CF
385
Covea Finance
France
$19.3M
SSA
386
Schonfeld Strategic Advisors
New York
$19.3M
AWM
387
Apollon Wealth Management
South Carolina
$19.1M
BAMF
388
BI Asset Management Fondsmaeglerselskab
Denmark
$19M
CRC
389
Curi RMB Capital
Illinois
$18.6M
JF
390
Jump Financial
Illinois
$18.6M
CLGM
391
Capitolis Liquid Global Markets
New York
$18.6M
HWM
392
HB Wealth Management
Georgia
$18.5M
WA
393
Waverly Advisors
Alabama
$18.5M
BM
394
Bridger Management
New York
$18.5M
LWM
395
Lyell Wealth Management
California
$18.1M
HTC
396
Haverford Trust Company
Pennsylvania
$17.9M
HNB
397
Huntington National Bank
Ohio
$17.7M
EMPI
398
Elo Mutual Pension Insurance
Finland
$17.7M
GI
399
GAMCO Investors
Connecticut
$17.7M
IGAM
400
iA Global Asset Management
Quebec, Canada
$17.6M