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Morgan Stanley

2,483 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, 932 reducing their positions, and 159 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 (-$21.9B)

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
2,483
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
LSA
2501
L & S Advisors
California
VAM
2502
VMS Asset Management
CA
2503
Cornerstone Advisors
North Carolina
A
2504
AlphaQuest
New York
WHGAM
2505
Wealth High Governance Asset Management
AC
2506
Arrow Capital
Australia
CTI
2507
Community Trust & Investment
Kentucky
JWCA
2508
J.W. Cole Advisors
Florida
DF
2509
Donoghue Forlines
Massachusetts
IA
2510
IFG Advisory
Georgia
IFU
2511
iSAM Funds (UK)
United Kingdom
AIM
2512
Aigen Investment Management
New York
CM
2513
Capula Management
Cayman Islands
SLFPAM
2514
St. Louis Financial Planners Asset Management
Missouri
Jacobs Levy Equity Management
2515
Jacobs Levy Equity Management
New Jersey
CAIMH
2516
Central Asset Investments & Management Holdings
Hong Kong
DTL
2517
Dynamic Technology Lab
Singapore
MCM
2518
Mork Capital Management
California
TIA
2519
Teucrium Investment Advisors
Vermont
BC
2520
Bridgefront Capital
Texas
VA
2521
Verdad Advisers
Massachusetts
SMA
2522
Sage Mountain Advisors
Georgia
BCM
2523
Bluefin Capital Management
New York
VF
2524
Virtu Financial
New York
ACM
2525
Aster Capital Management
United Arab Emirates