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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
ACA
401
Aptus Capital Advisors
Alabama
$17.2M
NRC
402
New Republic Capital
North Carolina
$17.1M
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$17M
BCM
404
BTC Capital Management
Iowa
$16.9M
IMCOOI
405
Investment Management Corp of Ontario (IMCO)
Canada
$16.8M
PAM
406
Panagora Asset Management
Massachusetts
$16.8M
BF
407
BOK Financial
Oklahoma
$16.6M
MFG
408
Merit Financial Group
Georgia
$16.5M
IMC Chicago
409
IMC Chicago
Illinois
$16.2M
AAIM
410
American Assets Investment Management
California
$16.1M
BCP
411
Blue Chip Partners
Michigan
$16M
GHA
412
GW Henssler & Associates
Georgia
$15.7M
VFM
413
Viking Fund Management
North Dakota
$15.6M
HR
414
Howe & Rusling
New York
$15.6M
CIS
415
Connors Investor Services
Pennsylvania
$15.4M
BBI
416
Baxter Bros Inc
Connecticut
$15.3M
FA
417
Fiduciary Alliance
South Carolina
$15.3M
KOCAA
418
Knights of Columbus Asset Advisors
Connecticut
$15.2M
DK
419
DJE Kapital
Germany
$15.1M
GIBU
420
Gulf International Bank (UK)
United Kingdom
$15.1M
AF
421
Allworth Financial
California
$15.1M
Optiver Holding
422
Optiver Holding
Netherlands
$14.9M
IP
423
Interval Partners
New York
$14.9M
CWM
424
Calamos Wealth Management
Illinois
$14.8M
KI
425
KTF Investments
California
$14.8M