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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
RAM
726
Ramirez Asset Management
New York
$4.07M
KF
727
Krilogy Financial
Missouri
$4.04M
LSV Asset Management
728
LSV Asset Management
Illinois
$4M
MAMA
729
Myriad Asset Management Advisors
Florida
$4M
DACS
730
Dymon Asia Capital (Singapore)
Singapore
$3.95M
NIM
731
Northeast Investment Management
Massachusetts
$3.94M
VI
732
Vestcor Inc
New Brunswick, Canada
$3.94M
BRWA
733
B. Riley Wealth Advisors
Florida
$3.92M
CWP
734
Concord Wealth Partners
Virginia
$3.9M
CM
735
Castleark Management
Illinois
$3.9M
MWM
736
Meridian Wealth Management
Kentucky
$3.88M
CCS
737
Concentric Capital Strategies
Connecticut
$3.88M
CIA
738
Choate Investment Advisors
Massachusetts
$3.87M
CAMV
739
Concord Asset Management (Virginia)
Virginia
$3.83M
SG
740
StoneX Group
New York
$3.81M
EWA
741
EverSource Wealth Advisors
Alabama
$3.8M
PFS
742
Prospera Financial Services
Texas
$3.77M
FNA
743
First National Advisers
Nebraska
$3.76M
MFIM
744
Mesirow Financial Investment Management
Illinois
$3.75M
WAM
745
Wolverine Asset Management
Illinois
$3.74M
AC
746
Asio Capital
Kentucky
$3.74M
AWE
747
Avidian Wealth Enterprises
Texas
$3.74M
RSA
748
River Street Advisors
Illinois
$3.74M
Kayne Anderson Rudnick Investment Management
749
Kayne Anderson Rudnick Investment Management
California
$3.73M
BCM
750
Brookstone Capital Management
Illinois
$3.72M