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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
ST
2601
Spinnaker Trust
Maine
WJA
2602
Willis Johnson & Associates
Texas
WI
2603
Wedgewood Investors
Pennsylvania
JSC
2604
Jackson Square Capital
California
TA
2605
TPG Advisors
Illinois
UPS
2606
UHLMANN PRICE SECURITIES
Illinois
AWM
2607
Aviso Wealth Management
Washington
KWA
2608
Kellett Wealth Advisors
Ohio
OC
2609
Oarsman Capital
Wisconsin
NAMNJ
2610
NorthStar Asset Management (New Jersey)
New Jersey
CFP
2611
Curran Financial Partners
South Carolina
SWP
2612
Semus Wealth Partners
Florida
UIM
2613
Unified Investment Management
Georgia
FA
2614
Faithward Advisors
Pennsylvania
CFG
2615
CKW Financial Group
Hawaii
SMFG
2616
Sumitomo Mitsui Financial Group
Japan
EI
2617
eCIO Inc
Wisconsin
MA
2618
Modus Advisors
Minnesota
JWM
2619
Jessup Wealth Management
Ohio
NL
2620
Navalign LLC
California
GWM
2621
Greenline Wealth Management
Florida
CWMS
2622
CFG Wealth Management Services
Indiana
LWANC
2623
Laurel Wealth Advisors (North Carolina)
North Carolina
FIM
2624
FWL Investment Management
Texas
HHMI
2625
Howard Hughes Medical Institute
Maryland