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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
GLF
526
Groupe la Francaise
France
$8.83M
CW
527
CreativeOne Wealth
Kansas
$8.68M
SFI
528
Siemens Fonds Invest
Germany
$8.64M
UBP
529
Union Bancaire Privee
Switzerland
$8.57M
SFG
530
SevenBridge Financial Group
Pennsylvania
$8.53M
VT
531
Vise Technologies
New York
$8.52M
PWMAG
532
Pinnacle Wealth Management Advisory Group
New Jersey
$8.5M
PWP
533
Private Wealth Partners
California
$8.45M
CIG
534
Consolidated Investment Group
Colorado
$8.4M
LSWM
535
Lorne Steinberg Wealth Management
Canada
$8.4M
DT
536
Diversified Trust
Tennessee
$8.39M
TRCT
537
Tower Research Capital (TRC)
New York
$8.39M
FNT
538
First National Trust
Pennsylvania
$8.35M
IAA
539
Independent Advisor Alliance
North Carolina
$8.33M
NC
540
Nightview Capital
Texas
$8.05M
SP
541
Sarasin & Partners
United Kingdom
$7.98M
Kovitz Investment Group Partners
542
Kovitz Investment Group Partners
Illinois
$7.96M
UCFA
543
United Capital Financial Advisors
Texas
$7.94M
ALMGDA
544
AG2R La Mondiale Gestion d'Actifs
France
$7.85M
JIC
545
Joel Isaacson & Co
New York
$7.84M
AAM
546
Aureus Asset Management
Massachusetts
$7.76M
HI
547
Hoey Investments
Pennsylvania
$7.74M
PS
548
Principal Securities
Iowa
$7.73M
EWA
549
EP Wealth Advisors
California
$7.72M
MR
550
Munich Reinsurance
$7.71M