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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
KI
426
KTF Investments
California
$14.8M
A
427
Allianz
Germany
$14.6M
JAM
428
Jupiter Asset Management
United Kingdom
$14.6M
AF
429
Avanza Fonder
Sweden
$14.5M
LBC
430
Lowe Brockenbrough & Co
Virginia
$14.5M
OAC
431
OMERS Administration Corp
Ontario, Canada
$14.4M
DPL
432
Danica Pension Livsforsikrings
$14.4M
BCI
433
Brinker Capital Investments
Pennsylvania
$14.4M
SPIA
434
Steward Partners Investment Advisory
New York
$14.3M
LS
435
Livforsakringsbolaget Skandia
Sweden
$14.2M
OCA
436
OpenArc Corporate Advisory
Georgia
$14.1M
KA
437
Kintegral Advisory
New York
$14.1M
EP
438
Edgestream Partners
New Jersey
$14M
AAM
439
Advisors Asset Management
Colorado
$14M
LFAS
440
Level Four Advisory Services
Texas
$13.9M
HIC
441
Hartline Investment Corp
Illinois
$13.7M
VA
442
Vident Advisory
Georgia
$13.7M
JSSH
443
J. Safra Sarasin Holding
$13.6M
RT
444
Rockland Trust
Massachusetts
$13.5M
IIM
445
INTECH Investment Management
Florida
$13.3M
GAB
446
German American Bancorp
Indiana
$13.3M
BCV
447
Banque Cantonale Vaudoise
Switzerland
$13.1M
Eagle Capital Management (New York)
448
Eagle Capital Management (New York)
New York
$13.1M
BPC
449
Banque Pictet & Cie
Switzerland
$13M
OIMU
450
Osmosis Investment Management UK
United Kingdom
$12.9M