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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
S
676
SignatureFD
Georgia
$4.86M
1832 Asset Management
677
1832 Asset Management
Ontario, Canada
$4.83M
GVAG
678
Great Valley Advisor Group
Delaware
$4.8M
CA
679
Commerzbank Aktiengesellschaft
Germany
$4.8M
MFS
680
Mattson Financial Services
Michigan
$4.8M
Los Angeles Capital Management
681
Los Angeles Capital Management
California
$4.8M
IAN
682
Integrated Advisors Network
Texas
$4.78M
SI
683
Stephens Inc
Arkansas
$4.74M
AP
684
Americana Partners
Texas
$4.72M
WIA
685
World Investment Advisors
California
$4.7M
AMI
686
Amica Mutual Insurance
Rhode Island
$4.7M
TSW
687
Thompson Siegel & Walmsley
Virginia
$4.69M
YIH
688
Y-Intercept (HK)
Hong Kong
$4.68M
CCG
689
Ceeto Capital Group
Florida
$4.68M
MFA
690
Mayflower Financial Advisors
Massachusetts
$4.66M
LM
691
Lincluden Management
Ontario, Canada
$4.65M
GT
692
Greenleaf Trust
Michigan
$4.65M
Capstone Investment Advisors
693
Capstone Investment Advisors
New York
$4.64M
CGPCS
694
Capital Group Private Client Services
California
$4.62M
NB
695
Northwest Bancshares
Pennsylvania
$4.58M
MHC
696
Meyer Handelman Company
New York
$4.5M
CTC
697
Central Trust Company
Missouri
$4.49M
GAM
698
Griffin Asset Management
New York
$4.48M
HCM
699
Hodges Capital Management
Texas
$4.47M
SWP
700
Stratos Wealth Partners
Ohio
$4.44M