Morgan Stanley
2,745 hedge funds and large institutions have $282B invested in Morgan Stanley in 2026 Q2 according to their latest regulatory filings, with 358 funds opening new positions, 1,107 increasing their positions, 946 reducing their positions, and 91 closing their positions.
293% more first-time investments, than exits
New positions opened: 358 | Existing positions closed: 91
29% more capital invested
Capital invested by funds: $218B → $282B (+$63.8B)
17% more repeat investments, than reductions
Existing positions increased: 1,107 | Existing positions reduced: 946
13% more funds holding in top 10
Funds holding in top 10: 46 → 52 (+6)
9% more funds holding
Funds holding: 2,512 → 2,745 (+233)
1.91% more ownership
Funds ownership: 83.59% → 85.5% (+1.9%)
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
2,745 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2026, worth a combined $282B — up 29% from $218B a quarter earlier.
Buyers outnumbered sellers: 358 funds opened new MS positions and 91 closed out — a net gain of 267 holders — while 1,107 added to existing stakes and 946 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.69B. The largest seller was Millennium Management, cutting an estimated $687M.
- 2,745 institutional investors held Morgan Stanley (MS) as of Q2 2026, up from 2,512 in Q1 2026.
- Funds reported $282B of Morgan Stanley stock for Q2 2026, up 29% quarter-over-quarter.
- 358 funds opened new Morgan Stanley positions in Q2 2026 and 91 closed out, a net change of +267 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.