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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
SAM
2551
Smithbridge Asset Management
Pennsylvania
CAP
2552
Cordoba Advisory Partners
New York
WPW
2553
Warther Private Wealth
Ohio
RAM
2554
Riggs Asset Management
Pennsylvania
OC
2555
Opal Capital
Florida
BAM
2556
Blueshift Asset Management
New Jersey
CCAM
2557
Cascades Capital Asset Management
North Carolina
NCM
2558
Noesis Capital Mangement
Florida
BNA
2559
BankChampaign National Association
Illinois
HNWA
2560
Henrickson Nauta Wealth Advisors
Michigan
FCM
2561
Fortis Capital Management
Washington
TCM
2562
TABR Capital Management
California
LWA
2563
Lineweaver Wealth Advisors
Ohio
AFG
2564
ABLE Financial Group
Arizona
UAG
2565
United Advisor Group
Ohio
QWM
2566
QP Wealth Management
New Jersey
AFC
2567
Avise Financial Cooperative
California
PAS
2568
PKS Advisory Services
New York
FWP
2569
Flatrock Wealth Partners
California
GWM
2570
GK Wealth Management
Nevada
AWA
2571
Argos Wealth Advisors
California
OCM
2572
Orleans Capital Management
Louisiana
SPWG
2573
Syntegra Private Wealth Group
Missouri
CNTOF
2574
Canandaigua National Trust of Florida
New York
SFS
2575
Stiles Financial Services
Minnesota