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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
1832 Asset Management
676
1832 Asset Management
Ontario, Canada
$4.83M
GVAG
677
Great Valley Advisor Group
Delaware
$4.8M
CA
678
Commerzbank Aktiengesellschaft
Germany
$4.8M
MFS
679
Mattson Financial Services
Michigan
$4.8M
Los Angeles Capital Management
680
Los Angeles Capital Management
California
$4.8M
IAN
681
Integrated Advisors Network
Texas
$4.78M
SI
682
Stephens Inc
Arkansas
$4.74M
AP
683
Americana Partners
Texas
$4.72M
WIA
684
World Investment Advisors
California
$4.7M
AMI
685
Amica Mutual Insurance
Rhode Island
$4.7M
TSW
686
Thompson Siegel & Walmsley
Virginia
$4.69M
YIH
687
Y-Intercept (HK)
Hong Kong
$4.68M
CCG
688
Ceeto Capital Group
Florida
$4.68M
MFA
689
Mayflower Financial Advisors
Massachusetts
$4.66M
LM
690
Lincluden Management
Ontario, Canada
$4.65M
GT
691
Greenleaf Trust
Michigan
$4.65M
Capstone Investment Advisors
692
Capstone Investment Advisors
New York
$4.64M
CGPCS
693
Capital Group Private Client Services
California
$4.62M
NB
694
Northwest Bancshares
Pennsylvania
$4.58M
MHC
695
Meyer Handelman Company
New York
$4.5M
CTC
696
Central Trust Company
Missouri
$4.49M
GAM
697
Griffin Asset Management
New York
$4.48M
HCM
698
Hodges Capital Management
Texas
$4.47M
SWP
699
Stratos Wealth Partners
Ohio
$4.44M
VF
700
Vest Financial
Virginia
$4.44M