Morgan Stanley
2,458 hedge funds and large institutions have $218B invested in Morgan Stanley in 2026 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 1,036 increasing their positions, 922 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 ownership
Funds ownership: →
less funds holding
Funds holding: →
9% less capital invested
Capital invested by funds: $240B → $218B (-$22B)
25% less funds holding in top 10
Funds holding in top 10: 60 → 45 (-15)
28% less call options, than puts
Call options by funds: $2.43B | Put options by funds: $3.35B
Holders
2,458
Holding in Top 10
45
Calls
$2.43B
Puts
$3.35B
Top Buyers
| 1 | +$1.36B | |
| 2 | +$838M | |
| 3 | +$454M | |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$426M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$363M |
Top Sellers
| 1 | -$2.32B | |
| 2 | -$1.94B | |
| 3 | -$595M | |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$509M |
| 5 |
State Street
Boston,
Massachusetts
|
-$435M |
