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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
BAM
2551
Blueshift Asset Management
New Jersey
CCAM
2552
Cascades Capital Asset Management
North Carolina
NCM
2553
Noesis Capital Mangement
Florida
BNA
2554
BankChampaign National Association
Illinois
HNWA
2555
Henrickson Nauta Wealth Advisors
Michigan
FCM
2556
Fortis Capital Management
Washington
TCM
2557
TABR Capital Management
California
LWA
2558
Lineweaver Wealth Advisors
Ohio
AFG
2559
ABLE Financial Group
Arizona
UAG
2560
United Advisor Group
Ohio
QWM
2561
QP Wealth Management
New Jersey
AFC
2562
Avise Financial Cooperative
California
PAS
2563
PKS Advisory Services
New York
FWP
2564
Flatrock Wealth Partners
California
GWM
2565
GK Wealth Management
Nevada
AWA
2566
Argos Wealth Advisors
California
OCM
2567
Orleans Capital Management
Louisiana
SPWG
2568
Syntegra Private Wealth Group
Missouri
CNTOF
2569
Canandaigua National Trust of Florida
New York
SFS
2570
Stiles Financial Services
Minnesota
ACA
2571
Affinity Capital Advisors
California
LAIC
2572
Lederer & Associates Investment Counsel
California
MC
2573
Mirabaud & Cie
Switzerland
PCA
2574
Private Capital Advisors
Connecticut
BWP
2575
BlueStem Wealth Partners
Minnesota