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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
SC
651
Scholtz & Company
Connecticut
$5.34M
ECM
652
Everence Capital Management
Indiana
$5.31M
SPC
653
Sigma Planning Corp
Michigan
$5.29M
CA
654
CoreCap Advisors
Michigan
$5.28M
PCIA
655
Prime Capital Investment Advisors
Kansas
$5.27M
SIC
656
Salem Investment Counselors
North Carolina
$5.18M
CAAS
657
Capital Asset Advisory Services
Michigan
$5.12M
CAC
658
Core Alternative Capital
Georgia
$5.11M
MAS
659
Meeder Advisory Services
Ohio
$5.11M
BRCM
660
Bright Rock Capital Management
Massachusetts
$5.1M
VWM
661
Vertrix Wealth Management
Michigan
$5.08M
TIP
662
Torray Investment Partners
Maryland
$5.07M
GWM
663
Glass Wealth Management
Texas
$5.07M
SWM
664
Sculati Wealth Management
Michigan
$5.07M
TCIIS
665
TIAA-CREF Individual & Institutional Services
New York
$5.06M
FWP
666
FAS Wealth Partners
Kansas
$5.02M
HWA
667
HCR Wealth Advisors
California
$5.01M
KRSITF
668
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.99M
PWMG
669
Pinnacle Wealth Management Group
Michigan
$4.97M
BEI
670
Benjamin Edwards Inc
Missouri
$4.94M
DIA
671
Dana Investment Advisors
Wisconsin
$4.92M
GT
672
Glenview Trust
Kentucky
$4.92M
SSWM
673
Smith Salley Wealth Management
North Carolina
$4.86M
FFA
674
Farther Finance Advisors
California
$4.86M
S
675
SignatureFD
Georgia
$4.86M