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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
CICC
601
Capital Investment Counsel (Colorado)
Colorado
$6.47M
SC
602
Stolper & Co
Oklahoma
$6.46M
LW
603
Linscomb Wealth
Texas
$6.44M
MM
604
Morangie Management
Florida
$6.38M
BPA
605
Beacon Pointe Advisors
California
$6.38M
VSQM
606
V-Square Quantitative Management
Illinois
$6.37M
SM
607
Sciencast Management
New Jersey
$6.36M
NMIMC
608
Northwestern Mutual Investment Management Company
Wisconsin
$6.34M
QCG
609
Quadrant Capital Group
Ohio
$6.33M
VanEck Associates
610
VanEck Associates
New York
$6.33M
GCM
611
Graham Capital Management
Connecticut
$6.28M
FRA
612
Frank Rimerman Advisors
California
$6.26M
CFP
613
Cypress Financial Planning
New Jersey
$6.21M
ASN
614
Advisory Services Network
Georgia
$6.14M
SQA
615
Simon Quick Advisors
New Jersey
$6.11M
AG
616
Algert Global
California
$6.08M
CFO
617
Callan Family Office
Pennsylvania
$6.04M
DAS
618
Dynamic Advisor Solutions
Arizona
$6M
CA
619
Clearstead Advisors
Ohio
$5.99M
CDDEC
620
Caisse Des Depots Et Consignations
France
$5.99M
GWMR
621
GC Wealth Management RIA
Massachusetts
$5.92M
SYBT
622
Stock Yards Bank & Trust
Kentucky
$5.87M
BCM
623
Brasada Capital Management
Texas
$5.85M
FTWA
624
Fifth Third Wealth Advisors
Ohio
$5.8M
GI
625
GAMMA Investing
California
$5.78M