We are live on ! Find out more
MS icon

Morgan Stanley

2,484 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, 1,041 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
2,484
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
ACM
2526
Aster Capital Management
United Arab Emirates
PCM
2527
Prelude Capital Management
New York
QCM
2528
Qsemble Capital Management
New York
LCM
2529
Laurion Capital Management
New York
IWM
2530
Integris Wealth Management
California
AWA
2531
Arete Wealth Advisors
Illinois
SC
2532
SummitTX Capital
Texas
3IP
2533
3Chopt Investment Partners
Virginia
SCM
2534
SOL Capital Management
Maryland
Q
2535
QVR
California
BI
2536
Bolthouse Investments
California
BCM
2537
Barometer Capital Management
Ontario, Canada
WI
2538
WBI Investments
New Jersey
CAS
2539
Coppell Advisory Solutions
Texas
SW
2540
SMART Wealth
Nebraska
CC
2541
Centiva Capital
New York
MAC
2542
Mason & Associates (California)
California
VI
2543
Versor Investments
New York
EIP
2544
Easterly Investment Partners
Massachusetts
SIM
2545
Sentry Investment Management
Wisconsin
UFF
2546
USA Financial Formulas
Michigan
CG
2547
Cynosure Group
Utah
SFWC
2548
Strategic Family Wealth Counselors
New Jersey
ONGA
2549
O'Neil Global Advisors
California
GCM
2550
Goldstream Capital Management
Hong Kong