Morgan Stanley
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.69B |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$567M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$442M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$430M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$321M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$687M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$502M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$459M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$436M |
| 5 |
State Street
Boston,
Massachusetts
|
-$352M |
MS Hedge Fund Activity: Q2 2026 in Review
2,721 of the 8,275 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.