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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
AC
476
Allstate Corporation
Illinois
$11.2M
NAAA
477
New Age Alpha Advisors
New York
$11.2M
AIMC
478
Alley Investment Management Company
Illinois
$11.2M
TI
479
Think Investments
California
$11.2M
JWM
480
Jupiter Wealth Management
Colorado
$11.1M
CWP
481
Cyndeo Wealth Partners
Florida
$11M
JWBC
482
J.W. Burns & Co
New York
$10.9M
LOAMS
483
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.8M
EB
484
Eastern Bank
Massachusetts
$10.8M
CFG
485
Citizens Financial Group
Rhode Island
$10.8M
GC
486
Guggenheim Capital
Illinois
$10.7M
HC
487
Hourglass Capital
Texas
$10.5M
EIA
488
Emerald Investment Advisers
Pennsylvania
$10.4M
BA
489
Baugh & Associates
Georgia
$10.4M
CIA
490
Concurrent Investment Advisors
Florida
$10.3M
LSERS
491
Louisiana State Employees Retirement System
Louisiana
$10.1M
Walleye Capital
492
Walleye Capital
New York
$10M
LNWTC
493
Laird Norton Wetherby Trust Company
Washington
$9.99M
SCM
494
Sterling Capital Management
North Carolina
$9.99M
Pacer Advisors
495
Pacer Advisors
Pennsylvania
$9.92M
AFG
496
Albion Financial Group
Utah
$9.85M
TCA
497
Trifecta Capital Advisors
Illinois
$9.8M
MA
498
Montag & Associates
Georgia
$9.8M
BP
499
Ballentine Partners
Massachusetts
$9.77M
Assenagon Asset Management
500
Assenagon Asset Management
Luxembourg
$9.76M