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Hedge Funds Similar to MORGAN STANLEY

13F Portfolio OverlapQ1 2026MORGAN STANLEY portfolio →
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Most similar hedge funds by 13F overlap

MORGAN STANLEY is an institutional investor managing $1.7T across 8,287 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MORGAN STANLEY are Siemens Fonds Invest GmbH, AXA S.A., Retirement Systems of Alabama, with shared positions in $KO, $MS, $NEE, $MU, $AMD, $AMGN. The full ranking of 25 similar funds is below.

#1Siemens Fonds Invest GmbHPassive
Slight overlap · 6 shared positions
$KO$MS$NEE$MU$AMD$AMGN
$1.7B
548 positions
#2AXA S.A.Active
Slight overlap · 5 shared positions
$KO$MS$NEE$MU$AMD
$256M
74 positions
#3Retirement Systems of AlabamaActive
Slight overlap · 5 shared positions
$KO$MS$CRM$MU$AMGN
$30.0B
947 positions
#4Nicholas Wealth, LLC.Passive
Slight overlap · 5 shared positions
$KO$MS$NEE$MU$AMGN
$145M
111 positions
#5Plato Investment Management LtdPassive
Slight overlap · 5 shared positions
$KO$MS$MU$AMD$AMGN
$1.5B
516 positions
#6Beech Hill Advisors, Inc.Passive
Slight overlap · 5 shared positions
$KO$CRM$NEE$MU$AMD
$200M
94 positions
#7Universal- Beteiligungs- und Servicegesellschaft mbHPassive
Slight overlap · 5 shared positions
$KO$CRM$NEE$MU$AMD
$58.1B
2,069 positions
#8CFC Planning Co LLCPassive
Slight overlap · 5 shared positions
$KO$CRM$MU$AMD$AMGN
$140M
72 positions
#9ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Slight overlap · 5 shared positions
$KO$CRM$MU$AMD$AMGN
$155M
150 positions
#10Lombard Odier Asset Management (Switzerland) SAPassive
Slight overlap · 5 shared positions
$KO$NEE$MU$AMD$AMGN
$2.6B
452 positions
#11Palacios Wealth Management, LLCActive
Slight overlap · 5 shared positions
$MS$CRM$MU$AMD$AMGN
$160M
75 positions
#12Candriam S.C.A.Active
Slight overlap · 5 shared positions
$CRM$NEE$MU$AMD$AMGN
$19.3B
692 positions
#13SCHRODER INVESTMENT MANAGEMENT GROUPPassive
Slight overlap · 4 shared positions
$KO$MS$CRM$NEE
$122.0B
1,178 positions
#14V-Square Quantitative Management LLCPassive
Slight overlap · 4 shared positions
$KO$MS$CRM$MU
$946M
721 positions
#15Sunbelt Securities, Inc.Passive
Slight overlap · 4 shared positions
$KO$MS$CRM$MU
$1.6B
2,954 positions
#16Meridian Financial Partners LLCActive
Slight overlap · 4 shared positions
$KO$MS$NEE$AMD
$263M
121 positions
#17FLPUTNAM INVESTMENT MANAGEMENT COActive
Slight overlap · 4 shared positions
$KO$MS$NEE$MU
$6.7B
569 positions
#18Roxbury Financial LLCPassive
Slight overlap · 4 shared positions
$KO$MS$CRM$AMGN
$126M
410 positions
#19Concord Asset Management, LLC/VAActive
Slight overlap · 4 shared positions
$KO$MS$NEE$AMGN
$592M
117 positions
#20First National Advisers, LLCPassive
Slight overlap · 4 shared positions
$KO$MS$NEE$AMGN
$683M
239 positions
#21EDGAR LOMAX CO/VAActive
Slight overlap · 4 shared positions
$KO$MS$NEE$AMGN
$1.4B
56 positions
#22Meadowbrook Advisors Group, LLCPassive
Slight overlap · 4 shared positions
$KO$MS$NEE$AMGN
$168M
136 positions
#23Johnson & White Wealth Management, LLCActive
Slight overlap · 4 shared positions
$KO$MS$NEE$AMGN
$236M
106 positions
#24Stonebridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$KO$MS$NEE$AMGN
$1.2B
262 positions
#25Concord Wealth PartnersPassive
Slight overlap · 4 shared positions
$KO$MS$NEE$AMGN
$770M
207 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.