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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
HI
576
Horizon Investments
North Carolina
$7.07M
MAM
577
Madison Asset Management
Wisconsin
$7.04M
HAI
578
Hennessy Advisors Inc
California
$7.03M
SAM
579
Socorro Asset Management
Texas
$7.02M
SF
580
Summit Financial
New Jersey
$6.99M
FCBT
581
First Citizens Bank & Trust
North Carolina
$6.98M
Nomura Holdings
582
Nomura Holdings
Japan
$6.98M
AAP
583
Arax Advisory Partners
Colorado
$6.96M
TMAM
584
Tokio Marine Asset Management
Japan
$6.95M
AIP
585
Ameritas Investment Partners
Nebraska
$6.93M
GCA
586
Greenwood Capital Associates
South Carolina
$6.91M
SW
587
SkyOak Wealth
Michigan
$6.89M
BIM
588
Brentview Investment Management
Illinois
$6.88M
GWMIA
589
Global Wealth Management Investment Advisory
Florida
$6.87M
LI
590
LMCG Investments
Massachusetts
$6.86M
CPCPP
591
Canada Post Corporation Pension Plan
Canada
$6.84M
CHC
592
City Holding Co
West Virginia
$6.83M
PAMP
593
Polar Asset Management Partners
Ontario, Canada
$6.83M
QT
594
Quantbot Technologies
New York
$6.8M
KJHP
595
K.J. Harrison & Partners
Ontario, Canada
$6.7M
SFS
596
Sowell Financial Services
Arkansas
$6.66M
RWM
597
Ritholtz Wealth Management
New York
$6.62M
EOJOAM
598
E. Ohman J:or Asset Management
Sweden
$6.6M
GFS
599
Geremia Financial Services
New Jersey
$6.58M
SCA
600
Stokes Capital Advisors
South Carolina
$6.51M