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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
FDP
526
Financiere des Professionnels
Quebec, Canada
$8.85M
GLF
527
Groupe la Francaise
France
$8.83M
CW
528
CreativeOne Wealth
Kansas
$8.68M
SFI
529
Siemens Fonds Invest
Germany
$8.64M
UBP
530
Union Bancaire Privee
Switzerland
$8.57M
SFG
531
SevenBridge Financial Group
Pennsylvania
$8.53M
VT
532
Vise Technologies
New York
$8.52M
PWMAG
533
Pinnacle Wealth Management Advisory Group
New Jersey
$8.5M
PWP
534
Private Wealth Partners
California
$8.45M
CIG
535
Consolidated Investment Group
Colorado
$8.4M
LSWM
536
Lorne Steinberg Wealth Management
Canada
$8.4M
DT
537
Diversified Trust
Tennessee
$8.39M
TRCT
538
Tower Research Capital (TRC)
New York
$8.39M
FNT
539
First National Trust
Pennsylvania
$8.35M
IAA
540
Independent Advisor Alliance
North Carolina
$8.33M
NC
541
Nightview Capital
Texas
$8.05M
SP
542
Sarasin & Partners
United Kingdom
$7.98M
Kovitz Investment Group Partners
543
Kovitz Investment Group Partners
Illinois
$7.96M
UCFA
544
United Capital Financial Advisors
Texas
$7.94M
ALMGDA
545
AG2R La Mondiale Gestion d'Actifs
France
$7.85M
JIC
546
Joel Isaacson & Co
New York
$7.84M
AAM
547
Aureus Asset Management
Massachusetts
$7.76M
HI
548
Hoey Investments
Pennsylvania
$7.74M
PS
549
Principal Securities
Iowa
$7.73M
EWA
550
EP Wealth Advisors
California
$7.72M