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