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