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Morgan Stanley
MS

2,721 hedge funds and large institutions have $281B invested in Morgan Stanley in 2026 Q2 according to their latest regulatory filings, with 355 funds opening new positions, 1,097 increasing their positions, 936 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more first-time investments, than exits

New positions opened: 355 | Existing positions closed: 89

29% more capital invested

Capital invested by funds: $218B → $281B (+$63.3B)

17% more repeat investments, than reductions

Existing positions increased: 1,097 | Existing positions reduced: 936

13% more funds holding in top 10

Funds holding in top 10: 46 → 52 (+6)

9% more funds holding

Funds holding: 2,503 → 2,721 (+218)

1.79% more ownership

Funds ownership: 83.56% → 85.35% (+1.8%)

18% less call options, than puts

Call options by funds: $3.36B | Put options by funds: $4.11B

Holders
2,721
Holders Change
+218
Holders Change %
+8.71%
% of All Funds
32.89%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.63%
New
355
Increased
1,097
Reduced
936
Closed
89
Calls
$3.36B
Puts
$4.11B
Net Calls
-$750M
Net Calls Change
+$177M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$1.69B
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$567M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$442M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$430M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$321M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$687M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$502M
3
Citadel Advisors
Citadel Advisors
Florida
-$459M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$436M
5
State Street
State Street
Massachusetts
-$352M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1001
TLWM Financial
Texas
$2.5M -$28.1K -142 -1%
PPW
1002
Parcion Private Wealth
Washington
$2.49M +$242K +1,221 +11%
ICA
1003
Infrastructure Capital Advisors
New York
$2.48M +$577K +2,914 +33%
MR
1004
Munich Reinsurance
$2.48M -$6.93M -34,983 -75%
CFM
1005
Catalyst Funds Management
Australia
$2.48M +$1.6M +8,094 +215%
SWP
1006
Strategic Wealth Partners
Ohio
$2.47M +$1.21M +6,113 +107%
AIM
1007
Allen Investment Management
New York
$2.45M – – –
ADBIC
1008
A.D. Beadell Investment Counsel
Wisconsin
$2.44M -$589K -2,976 -20%
IFG
1009
Independent Financial Group
California
$2.43M -$406K -2,048 -15%
AP
1010
Advisors Preferred
Maryland
$2.42M – – –
SAM
1011
Sagewood Asset Management
New York
$2.41M +$68.1K +344 +3%
EFG
1012
Everhart Financial Group
Ohio
$2.4M -$165K -834 -7%
SF
1013
Symphony Financial
Texas
$2.39M +$132K +667 +6%
AA
1014
Armis Advisers
Georgia
$2.39M -$24.8K -125 -1%
AAM
1015
AR Asset Management
California
$2.38M – – –
RMP
1016
Richards, Merrill & Peterson
Washington
$2.36M +$81.6K +412 +4%
NFG
1017
Nations Financial Group
Iowa
$2.36M +$59.8K +302 +3%
FFM
1018
Fisher Funds Management
New Zealand
$2.36M +$624K +3,151 +39%
TNA
1019
True North Advisors
Texas
$2.34M -$1.98M -10,002 -47%
TNBTD
1020
Trustmark National Bank Trust Department
Mississippi
$2.34M -$41.2K -208 -2%
NDBT
1021
North Dallas Bank & Trust
Texas
$2.33M -$34.3K -173 -2%
TWP
1022
Triad Wealth Partners
Kansas
$2.33M +$476K +2,403 +28%
MP
1023
Moment Partners
California
$2.33M – – –
CC
1024
Courier Capital
New York
$2.32M -$43K -217 -2%
FIC
1025
FCG Investment Company
Tennessee
$2.32M +$817K +4,128 +59%
39 40
41
42 43

MS Hedge Fund Activity: Q2 2026 in Review

2,721 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2026, worth a combined $281B — up 29% from $218B a quarter earlier.

Buyers outnumbered sellers: 355 funds opened new MS positions and 89 closed out — a net gain of 266 holders — while 1,097 added to existing stakes and 936 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.69B. The largest seller was Millennium Management, cutting an estimated $687M.

  • 2,721 institutional investors held Morgan Stanley (MS) as of Q2 2026, up from 2,503 in Q1 2026.
  • Funds reported $281B of Morgan Stanley stock for Q2 2026, up 29% quarter-over-quarter.
  • 355 funds opened new Morgan Stanley positions in Q2 2026 and 89 closed out, a net change of +266 holders.
  • The largest Morgan Stanley buyer in Q2 2026 was Capital World Investors, an estimated $1.69B added.
  • The largest Morgan Stanley seller in Q2 2026 was Millennium Management, an estimated $687M sold.

Based on aggregated 13F filings for Q2 2026.