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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
SFO
576
Stenger Family Office
Illinois
$7.16M
LA
577
LBP AM
France
$7.1M
HI
578
Horizon Investments
North Carolina
$7.07M
MAM
579
Madison Asset Management
Wisconsin
$7.04M
HAI
580
Hennessy Advisors Inc
California
$7.03M
SAM
581
Socorro Asset Management
Texas
$7.02M
SF
582
Summit Financial
New Jersey
$6.99M
FCBT
583
First Citizens Bank & Trust
North Carolina
$6.98M
Nomura Holdings
584
Nomura Holdings
Japan
$6.98M
AAP
585
Arax Advisory Partners
Colorado
$6.96M
TMAM
586
Tokio Marine Asset Management
Japan
$6.95M
AIP
587
Ameritas Investment Partners
Nebraska
$6.93M
GCA
588
Greenwood Capital Associates
South Carolina
$6.91M
SW
589
SkyOak Wealth
Michigan
$6.89M
BIM
590
Brentview Investment Management
Illinois
$6.88M
GWMIA
591
Global Wealth Management Investment Advisory
Florida
$6.87M
LI
592
LMCG Investments
Massachusetts
$6.86M
CPCPP
593
Canada Post Corporation Pension Plan
Canada
$6.84M
CHC
594
City Holding Co
West Virginia
$6.83M
PAMP
595
Polar Asset Management Partners
Ontario, Canada
$6.83M
QT
596
Quantbot Technologies
New York
$6.8M
KJHP
597
K.J. Harrison & Partners
Ontario, Canada
$6.7M
SFS
598
Sowell Financial Services
Arkansas
$6.66M
RWM
599
Ritholtz Wealth Management
New York
$6.62M
EOJOAM
600
E. Ohman J:or Asset Management
Sweden
$6.6M