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Morgan Stanley

2,478 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
2,478
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
3IP
2526
3Chopt Investment Partners
Virginia
SCM
2527
SOL Capital Management
Maryland
Q
2528
QVR
California
BI
2529
Bolthouse Investments
California
BCM
2530
Barometer Capital Management
Ontario, Canada
WI
2531
WBI Investments
New Jersey
CAS
2532
Coppell Advisory Solutions
Texas
SW
2533
SMART Wealth
Nebraska
CC
2534
Centiva Capital
New York
MAC
2535
Mason & Associates (California)
California
VI
2536
Versor Investments
New York
EIP
2537
Easterly Investment Partners
Massachusetts
SIM
2538
Sentry Investment Management
Wisconsin
UFF
2539
USA Financial Formulas
Michigan
CG
2540
Cynosure Group
Utah
SFWC
2541
Strategic Family Wealth Counselors
New Jersey
ONGA
2542
O'Neil Global Advisors
California
GCM
2543
Goldstream Capital Management
Hong Kong
RP
2544
Riverwater Partners
Wisconsin
SAM
2545
Smithbridge Asset Management
Pennsylvania
CAP
2546
Cordoba Advisory Partners
New York
WPW
2547
Warther Private Wealth
Ohio
RAM
2548
Riggs Asset Management
Pennsylvania
OC
2549
Opal Capital
Florida
BAM
2550
Blueshift Asset Management
New Jersey