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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
NPT
401
Nixon Peabody Trust
Massachusetts
$17.3M
ACA
402
Aptus Capital Advisors
Alabama
$17.2M
NRC
403
New Republic Capital
North Carolina
$17.1M
BMSSC
404
B. Metzler seel. Sohn & Co
Germany
$17M
BCM
405
BTC Capital Management
Iowa
$16.9M
IMCOOI
406
Investment Management Corp of Ontario (IMCO)
Canada
$16.8M
PAM
407
Panagora Asset Management
Massachusetts
$16.8M
BF
408
BOK Financial
Oklahoma
$16.6M
MFG
409
Merit Financial Group
Georgia
$16.5M
IMC Chicago
410
IMC Chicago
Illinois
$16.2M
AAIM
411
American Assets Investment Management
California
$16.1M
BCP
412
Blue Chip Partners
Michigan
$16M
GHA
413
GW Henssler & Associates
Georgia
$15.7M
VFM
414
Viking Fund Management
North Dakota
$15.6M
HR
415
Howe & Rusling
New York
$15.6M
CIS
416
Connors Investor Services
Pennsylvania
$15.4M
BBI
417
Baxter Bros Inc
Connecticut
$15.3M
FA
418
Fiduciary Alliance
South Carolina
$15.3M
KOCAA
419
Knights of Columbus Asset Advisors
Connecticut
$15.2M
DK
420
DJE Kapital
Germany
$15.1M
GIBU
421
Gulf International Bank (UK)
United Kingdom
$15.1M
AF
422
Allworth Financial
California
$15.1M
Optiver Holding
423
Optiver Holding
Netherlands
$14.9M
IP
424
Interval Partners
New York
$14.9M
CWM
425
Calamos Wealth Management
Illinois
$14.8M