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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
CSP
626
Cary Street Partners
Virginia
$5.76M
BBHC
627
Brown Brothers Harriman & Co
New York
$5.74M
SCA
628
Sandy Cove Advisors
Massachusetts
$5.73M
CAM
629
Cresset Asset Management
Illinois
$5.71M
CAM
630
Carret Asset Management
New York
$5.67M
BFG
631
Bleakley Financial Group
New Jersey
$5.67M
SCI
632
S&CO Inc
Massachusetts
$5.64M
STA
633
Summit Trail Advisors
New York
$5.63M
NS
634
NBC Securities
Alabama
$5.63M
GIC
635
Generali Investments CEE
Czech Republic
$5.62M
KFP
636
KMG Fiduciary Partners
Ohio
$5.61M
HCMT
637
Highland Capital Management (Tennessee)
Tennessee
$5.6M
EI
638
EFG International
$5.58M
FCP
639
Fidelis Capital Partners
Florida
$5.58M
HIM
640
Hillsdale Investment Management
Ontario, Canada
$5.55M
Diamond Hill Capital Management
641
Diamond Hill Capital Management
Ohio
$5.54M
IWC
642
Integrated Wealth Concepts
Massachusetts
$5.54M
FAP
643
Financial Advisory Partners
Florida
$5.5M
AHC
644
Adell Harriman & Carpenter
Texas
$5.49M
NDSIB
645
North Dakota State Investment Board
North Dakota
$5.49M
CLOS
646
Compagnie Lombard Odier SCmA
Switzerland
$5.45M
SC
647
SouthState Corp
Florida
$5.43M
UHC
648
Union Heritage Capital
Michigan
$5.4M
SAM
649
Securian Asset Management
Minnesota
$5.37M
WFMPM
650
Woodley Farra Manion Portfolio Management
Indiana
$5.37M