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Morgan Stanley

2,484 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, 1,041 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
2,484
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
FTWA
626
Fifth Third Wealth Advisors
Ohio
$5.8M
GI
627
GAMMA Investing
California
$5.78M
CSP
628
Cary Street Partners
Virginia
$5.76M
BBHC
629
Brown Brothers Harriman & Co
New York
$5.74M
SCA
630
Sandy Cove Advisors
Massachusetts
$5.73M
CAM
631
Cresset Asset Management
Illinois
$5.71M
CAM
632
Carret Asset Management
New York
$5.67M
BFG
633
Bleakley Financial Group
New Jersey
$5.67M
SCI
634
S&CO Inc
Massachusetts
$5.64M
STA
635
Summit Trail Advisors
New York
$5.63M
NS
636
NBC Securities
Alabama
$5.63M
GIC
637
Generali Investments CEE
Czech Republic
$5.62M
KFP
638
KMG Fiduciary Partners
Ohio
$5.61M
HCMT
639
Highland Capital Management (Tennessee)
Tennessee
$5.6M
EI
640
EFG International
$5.58M
FCP
641
Fidelis Capital Partners
Florida
$5.58M
HIM
642
Hillsdale Investment Management
Ontario, Canada
$5.55M
Diamond Hill Capital Management
643
Diamond Hill Capital Management
Ohio
$5.54M
IWC
644
Integrated Wealth Concepts
Massachusetts
$5.54M
FAP
645
Financial Advisory Partners
Florida
$5.5M
AHC
646
Adell Harriman & Carpenter
Texas
$5.49M
NDSIB
647
North Dakota State Investment Board
North Dakota
$5.49M
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$5.45M
SC
649
SouthState Corp
Florida
$5.43M
UHC
650
Union Heritage Capital
Michigan
$5.4M