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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
SCA
601
Stokes Capital Advisors
South Carolina
$6.51M
CICC
602
Capital Investment Counsel (Colorado)
Colorado
$6.47M
SC
603
Stolper & Co
Oklahoma
$6.46M
LW
604
Linscomb Wealth
Texas
$6.44M
MM
605
Morangie Management
Florida
$6.38M
BPA
606
Beacon Pointe Advisors
California
$6.38M
VSQM
607
V-Square Quantitative Management
Illinois
$6.37M
SM
608
Sciencast Management
New Jersey
$6.36M
NMIMC
609
Northwestern Mutual Investment Management Company
Wisconsin
$6.34M
QCG
610
Quadrant Capital Group
Ohio
$6.33M
VanEck Associates
611
VanEck Associates
New York
$6.33M
GCM
612
Graham Capital Management
Connecticut
$6.28M
FRA
613
Frank Rimerman Advisors
California
$6.26M
CFP
614
Cypress Financial Planning
New Jersey
$6.21M
ASN
615
Advisory Services Network
Georgia
$6.14M
SQA
616
Simon Quick Advisors
New Jersey
$6.11M
AG
617
Algert Global
California
$6.08M
CFO
618
Callan Family Office
Pennsylvania
$6.04M
DAS
619
Dynamic Advisor Solutions
Arizona
$6M
CA
620
Clearstead Advisors
Ohio
$5.99M
CDDEC
621
Caisse Des Depots Et Consignations
France
$5.99M
GWMR
622
GC Wealth Management RIA
Massachusetts
$5.92M
SYBT
623
Stock Yards Bank & Trust
Kentucky
$5.87M
BCM
624
Brasada Capital Management
Texas
$5.85M
FTWA
625
Fifth Third Wealth Advisors
Ohio
$5.8M