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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
SIA
551
Sit Investment Associates
Minnesota
$7.63M
CCP
552
Cunning Capital Partners
North Carolina
$7.54M
BIG
553
Brooklyn Investment Group
New York
$7.53M
PIM
554
Plato Investment Management
Australia
$7.49M
UOTTAIMCU
555
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.48M
ERWM
556
Elk River Wealth Management
Colorado
$7.48M
GAM
557
Gotham Asset Management
New York
$7.44M
PSP
558
Principal Street Partners
Tennessee
$7.42M
WPIC
559
White Pine Investment Company
Michigan
$7.4M
Envestnet Portfolio Solutions
560
Envestnet Portfolio Solutions
Illinois
$7.39M
SG
561
Sienna Gestion
France
$7.38M
XWM
562
Xcel Wealth Management
Florida
$7.36M
OAM
563
Occidental Asset Management
California
$7.31M
MGP
564
Metis Global Partners
California
$7.29M
SC
565
Savant Capital
Illinois
$7.26M
GFG
566
Greystone Financial Group
Michigan
$7.25M
ITC
567
Inspire Trust Company
Nevada
$7.24M
TW
568
Trajan Wealth
Arizona
$7.24M
SCB
569
Saudi Central Bank
Saudi Arabia
$7.21M
CM
570
Cercano Management
Washington
$7.2M
HVIA
571
Hudson Valley Investment Advisors
New York
$7.2M
SIM
572
Stratos Investment Management
Ohio
$7.19M
PWM
573
Perigon Wealth Management
California
$7.17M
SFO
574
Stenger Family Office
Illinois
$7.16M
LA
575
LBP AM
France
$7.1M