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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
A
426
Allianz
Germany
$14.6M
JAM
427
Jupiter Asset Management
United Kingdom
$14.6M
AF
428
Avanza Fonder
Sweden
$14.5M
LBC
429
Lowe Brockenbrough & Co
Virginia
$14.5M
OAC
430
OMERS Administration Corp
Ontario, Canada
$14.4M
DPL
431
Danica Pension Livsforsikrings
$14.4M
BCI
432
Brinker Capital Investments
Pennsylvania
$14.4M
SPIA
433
Steward Partners Investment Advisory
New York
$14.3M
LS
434
Livforsakringsbolaget Skandia
Sweden
$14.2M
OCA
435
OpenArc Corporate Advisory
Georgia
$14.1M
KA
436
Kintegral Advisory
New York
$14.1M
EP
437
Edgestream Partners
New Jersey
$14M
AAM
438
Advisors Asset Management
Colorado
$14M
LFAS
439
Level Four Advisory Services
Texas
$13.9M
HIC
440
Hartline Investment Corp
Illinois
$13.7M
VA
441
Vident Advisory
Georgia
$13.7M
JSSH
442
J. Safra Sarasin Holding
$13.6M
RT
443
Rockland Trust
Massachusetts
$13.5M
IIM
444
INTECH Investment Management
Florida
$13.3M
GAB
445
German American Bancorp
Indiana
$13.3M
BCV
446
Banque Cantonale Vaudoise
Switzerland
$13.1M
Eagle Capital Management (New York)
447
Eagle Capital Management (New York)
New York
$13.1M
BPC
448
Banque Pictet & Cie
Switzerland
$13M
OIMU
449
Osmosis Investment Management UK
United Kingdom
$12.9M
PAG
450
Private Advisor Group
New Jersey
$12.8M