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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
ACA
2576
Affinity Capital Advisors
California
LAIC
2577
Lederer & Associates Investment Counsel
California
MC
2578
Mirabaud & Cie
Switzerland
PCA
2579
Private Capital Advisors
Connecticut
BWP
2580
BlueStem Wealth Partners
Minnesota
ML
2581
Mayport LLC
Massachusetts
WPW
2582
Watershed Private Wealth
Illinois
DAM
2583
DLD Asset Management
New York
LOWM
2584
Laurel Oak Wealth Management
New Jersey
MWP
2585
Meridian Wealth Partners
Pennsylvania
FFB
2586
First Financial Bankshares
Texas
TWA
2587
Trace Wealth Advisors
California
AIP
2588
Alexis Investment Partners
Texas
SIM
2589
SSI Investment Management
California
WA
2590
WESPAC Advisors
California
WMWM
2591
Wilkins Miller Wealth Management
Alabama
JMFC
2592
J.M. Forbes & Co
Massachusetts
FWTB
2593
First Western Trust Bank
Colorado
TFCP
2594
Twin Focus Capital Partners
Massachusetts
EWA
2595
Evolution Wealth Advisors
Florida
SI
2596
Seeds Investor
New York
1WM
2597
1900 Wealth Management
Texas
VP
2598
Verum Partners
North Carolina
WAAG
2599
Wealth Alliance Advisory Group
Kansas
ST
2600
Spinnaker Trust
Maine