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Morgan Stanley

2,484 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, 1,041 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
2,484
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
Kayne Anderson Rudnick Investment Management
751
Kayne Anderson Rudnick Investment Management
California
$3.73M
BCM
752
Brookstone Capital Management
Illinois
$3.72M
WANY
753
Wealthspire Advisors (New York)
New York
$3.72M
LIM
754
Leavell Investment Management
Alabama
$3.72M
AIS
755
AM Investment Strategies
Tennessee
$3.69M
SWP
756
Sagespring Wealth Partners
Tennessee
$3.68M
SWASL
757
Spartan Wealth Advisory Services LLC
Michigan
$3.67M
YIA
758
YHB Investment Advisors
Connecticut
$3.67M
LWCFA
759
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.65M
TI
760
Trexquant Investment
Connecticut
$3.64M
CNC
761
Canandaigua National Corp
New York
$3.64M
EARNEST Partners
762
EARNEST Partners
Georgia
$3.63M
RWA
763
Redhawk Wealth Advisors
Minnesota
$3.62M
ATPW
764
Ashton Thomas Private Wealth
Arizona
$3.62M
SC
765
Syon Capital
California
$3.61M
TE
766
Tema ETFs
New York
$3.61M
CK
767
Cohen Klingenstein
New York
$3.59M
AFG
768
Atomi Financial Group
New York
$3.59M
KRS
769
Kentucky Retirement Systems
Kentucky
$3.59M
ACM
770
Alcosta Capital Management
California
$3.58M
TH
771
TCTC Holdings
Texas
$3.58M
XT
772
XTX Topco
Cayman Islands
$3.58M
MWA
773
Meridian Wealth Advisors
Texas
$3.58M
SAM
774
Smartleaf Asset Management
Massachusetts
$3.52M
TNA
775
True North Advisors
Texas
$3.49M