Which funds own MS
Morgan Stanley in the Q2 2026 filings. 23 of the 94 managers on file reported a position, worth $24.7bn between them. A fifth of the managers on file hold it, which is a crowd without being the whole market. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 23
- of 94 on file
- Combined value
- $24.7bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 12
- already held
- Trimmed or sold out
- 12
- 3 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Fidelity (FMR LLC) Long-only · $2304bn book | $5.2bn | 0.2% | 24,903,987 | +$1.5bn+2,173,964 | Added |
| T. Rowe Price Associates Inc Long-only · $999bn book | $4.0bn | 0.4% | 19,246,850 | +$1.2bn+2,232,093 | Added |
| Capital Research Global Investors Long-only · $717bn book | $3.8bn | 0.5% | 18,070,606 | +$442m-2,200,114 | Trimmed |
| Capital World Investors Long-only · $846bn book | $2.1bn | 0.3% | 10,170,848 | +$1.9bn+8,554,426 | Added |
| Invesco Ltd Long-only · $1264bn book | $1.9bn | 0.2% | 9,205,421 | +$633m+1,358,963 | Added |
| MFS Investment Management Long-only · $315bn book | $1.9bn | 0.6% | 9,212,711 | -$14m-2,537,145 | Trimmed |
| Wellington Management Group LLP Long-only · $580bn book | $1.1bn | 0.2% | 5,129,203 | +$306m+471,432 | Added |
| Marshall Wace LLP Quantitative · $127bn book | $972m | 0.8% | 4,648,847 | +$281m+451,578 | Added |
| Two Sigma Investments LP Quantitative · $138bn book | $716m | 0.5% | 3,423,546 | +$100m-316,066 | Trimmed |
| Janus Henderson Group Ltd Long-only · $209bn book · Q1 2026 filing | $646m | 0.3% | 3,922,709 | -$96m-254,240 | Trimmed |
| Neuberger Berman Group LLC Long-only · $150bn book | $543m | 0.4% | 2,597,715 | +$151m+214,361 | Added |
| AllianceBernstein LP Long-only · $302bn book | $432m | 0.1% | 2,622,343 | -$78m-246,420 | Trimmed |
| Viking Global Investors LP Long/short equity · $35.1bn book | $339m | 1.0% | 1,622,593 | opened1,622,593 | New |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $284m | 0.3% | 1,360,434 | +$57m-21,859 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $220m | 0.5% | 1,052,219 | +$119m+440,802 | Added |
| Squarepoint Ops LLC Multi-strategy · $90.5bn book | $217m | 0.2% | 1,037,571 | +$20m-161,630 | Trimmed |
| Woodline Partners LP Long/short equity · $32.4bn book | $109m | 0.3% | 521,140 | +$86m+382,171 | Added |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $74m | 0.2% | 355,511 | +$46m+181,029 | Added |
| Tudor Investment Corp Macro · $71.9bn book | $56m | 0.1% | 270,000 | +$31m+114,104 | Added |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $36m | 0.1% | 170,288 | +$26m+109,386 | Added |
| GAMCO Investors Inc Activist · $11.1bn book | $21m | 0.2% | 100,177 | +$3.3m-7,165 | Trimmed |
| Rokos Capital Management LLP Macro · $26.8bn book | $15m | 0.1% | 69,301 | -$25m-167,420 | Trimmed |
| Soros Fund Management LLC Macro · $8.1bn book | $4.0m | 0.0% | 19,096 | opened19,096 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Renaissance Technologies LLC · Quantitative$111m held before
- ExodusPoint Capital Management LP · Multi-strategy$23m held before
- Voloridge Investment Management LLC · Quantitative$21m held before
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Hudson Bay Capital Management LP · puts$52m notional
- Eisler Capital Management Ltd · puts$52m notional
What MS is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around MS →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
One email a week, free, and you can leave at any point.
Pro opens every manager and every filing with no allowance. L3VLUP Pro, $25/month →