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Morgan Stanley

2,483 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, 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
2,483
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
GI
501
GLOBALT Investments
Georgia
$9.72M
TL
502
Tradewinds LLC
North Carolina
$9.7M
CCM
503
Coldstream Capital Management
Washington
$9.68M
ACM
504
Aquatic Capital Management
Illinois
$9.64M
NG
505
NatWest Group
United Kingdom
$9.59M
CG
506
Caprock Group
Idaho
$9.59M
IIM
507
Intact Investment Management
Quebec, Canada
$9.56M
OC
508
Oppenheimer & Co
New York
$9.52M
BGDI
509
BW Gestao de Investimentos
Brazil
$9.5M
NA
510
Nordwand Advisors
Pennsylvania
$9.49M
PCM
511
Prana Capital Management
Connecticut
$9.48M
DCM
512
Dupont Capital Management
Delaware
$9.43M
AG
513
Advocate Group
Minnesota
$9.41M
MSRPS
514
Maryland State Retirement & Pension System
Maryland
$9.39M
Loomis, Sayles & Company
515
Loomis, Sayles & Company
Massachusetts
$9.33M
PA
516
Parallel Advisors
California
$9.29M
CL
517
Choreo LLC
Illinois
$9.24M
NMERB
518
New Mexico Educational Retirement Board
New Mexico
$9.23M
FCM
519
FJ Capital Management
Virginia
$9.23M
BCM
520
Becker Capital Management
Oregon
$9.17M
OSNBOA
521
Old Second National Bank of Aurora
Illinois
$9.14M
EH
522
Equitable Holdings
New York
$9.13M
DA
523
DCM Advisors
New York
$9.04M
PCH
524
Polar Capital Holdings
United Kingdom
$9.02M
IG
525
ING Group
Netherlands
$8.99M