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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
MYIA
451
Mount Yale Investment Advisors
Colorado
$12.8M
TI
452
Tidal Investments
Wisconsin
$12.5M
MIG
453
McGuire Investment Group
Rhode Island
$12.5M
SCM
454
Shelton Capital Management
Colorado
$12.4M
OLA
455
Oliver Luxxe Assets
New Jersey
$12.3M
MIF
456
Mediolanum International Funds
Ireland
$12.3M
VAS
457
Vestmark Advisory Solutions
Massachusetts
$12.3M
VVP
458
Venture Visionary Partners
Ohio
$12.2M
AI
459
Atria Investments
North Carolina
$12.2M
NB
460
Norinchukin Bank
Japan
$12.1M
Simplex Trading
461
Simplex Trading
Illinois
$12M
MSU
462
Mizuho Securities USA
New York
$12M
WB
463
WesBanco Bank
West Virginia
$12M
WIA
464
Westbourne Investment Advisors
Maryland
$11.7M
LG
465
Leuthold Group
Minnesota
$11.7M
TCBWMS
466
Texas Capital Bank Wealth Management Services
Texas
$11.7M
SPG
467
Strategic Planning Group
Utah
$11.6M
PAS
468
Park Avenue Securities
New York
$11.5M
DADC
469
D.A. Davidson & Co
Montana
$11.4M
LIP
470
Liontrust Investment Partners
United Kingdom
$11.4M
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$11.4M
CCM
472
Cinctive Capital Management
New York
$11.4M
HIMCH
473
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M
EF
474
Empirical Finance
Pennsylvania
$11.3M
AC
475
Allstate Corporation
Illinois
$11.2M