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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
AWA
701
Arkadios Wealth Advisors
Georgia
$4.43M
RPC
702
Rossmore Private Capital
Connecticut
$4.38M
BAM
703
BOCHK Asset Management
Hong Kong
$4.38M
AIA
704
AssuredPartners Investment Advisors
Florida
$4.37M
NLP
705
Next Level Private
New York
$4.34M
DCM
706
Dimension Capital Management
Florida
$4.33M
ETC
707
Exchange Traded Concepts
Oklahoma
$4.32M
HW
708
Hedeker Wealth
Illinois
$4.32M
BCWM
709
Bartlett & Co Wealth Management
Ohio
$4.3M
PAM
710
Palisade Asset Management
Minnesota
$4.29M
Walleye Trading
711
Walleye Trading
New York
$4.27M
MOS
712
MGO One Seven
Ohio
$4.25M
FNBOO
713
First National Bank of Omaha
Nebraska
$4.23M
FB
714
Fulton Bank
Pennsylvania
$4.23M
CANC
715
Culbertson A N & Co
Virginia
$4.23M
TC
716
Trilogy Capital
California
$4.2M
TPCW
717
TD Private Client Wealth
New York
$4.17M
BI
718
Bradyco Inc
Massachusetts
$4.17M
PP
719
Patten & Patten
Tennessee
$4.16M
LFS
720
Lighthouse Financial Services
California
$4.15M
BC
721
Burney Company
Virginia
$4.13M
TC
722
Truvestments Capital
Florida
$4.11M
FSA
723
Franklin Street Advisors
North Carolina
$4.11M
JC
724
JBF Capital
Colorado
$4.11M
TCOT
725
Trust Company of Toledo
Ohio
$4.11M