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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
NAAA
476
New Age Alpha Advisors
New York
$11.2M
AIMC
477
Alley Investment Management Company
Illinois
$11.2M
TI
478
Think Investments
California
$11.2M
JWM
479
Jupiter Wealth Management
Colorado
$11.1M
CWP
480
Cyndeo Wealth Partners
Florida
$11M
JWBC
481
J.W. Burns & Co
New York
$10.9M
LOAMS
482
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.8M
EB
483
Eastern Bank
Massachusetts
$10.8M
CFG
484
Citizens Financial Group
Rhode Island
$10.8M
GC
485
Guggenheim Capital
Illinois
$10.7M
HC
486
Hourglass Capital
Texas
$10.5M
EIA
487
Emerald Investment Advisers
Pennsylvania
$10.4M
BA
488
Baugh & Associates
Georgia
$10.4M
CIA
489
Concurrent Investment Advisors
Florida
$10.3M
LSERS
490
Louisiana State Employees Retirement System
Louisiana
$10.1M
Walleye Capital
491
Walleye Capital
New York
$10M
LNWTC
492
Laird Norton Wetherby Trust Company
Washington
$9.99M
SCM
493
Sterling Capital Management
North Carolina
$9.99M
Pacer Advisors
494
Pacer Advisors
Pennsylvania
$9.92M
AFG
495
Albion Financial Group
Utah
$9.85M
TCA
496
Trifecta Capital Advisors
Illinois
$9.8M
MA
497
Montag & Associates
Georgia
$9.8M
BP
498
Ballentine Partners
Massachusetts
$9.77M
Assenagon Asset Management
499
Assenagon Asset Management
Luxembourg
$9.76M
ISB
500
Iowa State Bank
Iowa
$9.72M