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Morgan Stanley

2,479 hedge funds and large institutions have $218B invested in Morgan Stanley in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 1,040 increasing their positions, 930 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $240B → $218B (-$22B)

25% less funds holding in top 10

Funds holding in top 10: 6045 (-15)

28% less call options, than puts

Call options by funds: $2.43B | Put options by funds: $3.35B

Holders
2,479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.43B
Puts
$3.35B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
2501
Arrow Capital
Australia
CTI
2502
Community Trust & Investment
Kentucky
JWCA
2503
J.W. Cole Advisors
Florida
DF
2504
Donoghue Forlines
Massachusetts
IA
2505
IFG Advisory
Georgia
IFU
2506
iSAM Funds (UK)
United Kingdom
AIM
2507
Aigen Investment Management
New York
CM
2508
Capula Management
Cayman Islands
SLFPAM
2509
St. Louis Financial Planners Asset Management
Missouri
Jacobs Levy Equity Management
2510
Jacobs Levy Equity Management
New Jersey
CAIMH
2511
Central Asset Investments & Management Holdings
Hong Kong
DTL
2512
Dynamic Technology Lab
Singapore
MCM
2513
Mork Capital Management
California
TIA
2514
Teucrium Investment Advisors
Vermont
BC
2515
Bridgefront Capital
Texas
VA
2516
Verdad Advisers
Massachusetts
SMA
2517
Sage Mountain Advisors
Georgia
BCM
2518
Bluefin Capital Management
New York
VF
2519
Virtu Financial
New York
ACM
2520
Aster Capital Management
United Arab Emirates
PCM
2521
Prelude Capital Management
New York
QCM
2522
Qsemble Capital Management
New York
LCM
2523
Laurion Capital Management
New York
IWM
2524
Integris Wealth Management
California
AWA
2525
Arete Wealth Advisors
Illinois