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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
GAG
776
GM Advisory Group
New York
$3.46M
AWA
777
Aaron Wealth Advisors
Illinois
$3.46M
SLI
778
Sumitomo Life Insurance
Japan
$3.43M
CT
779
Coastline Trust
Rhode Island
$3.41M
HC
780
Hurley Capital
New York
$3.4M
AW
781
Alaethes Wealth
Nevada
$3.4M
LD
782
Lipe & Dalton
New York
$3.38M
MCWS
783
McKinley Carter Wealth Services
West Virginia
$3.37M
MB
784
MidFirst Bank
Oklahoma
$3.34M
TS
785
Triglav Skladi
Slovenia
$3.31M
CF
786
Centaurus Financial
California
$3.31M
WAM
787
Werlinich Asset Management
Connecticut
$3.31M
SW
788
SteelPeak Wealth
California
$3.3M
DWM
789
Diversify Wealth Management
Utah
$3.29M
LIA
790
Limestone Investment Advisors
New York
$3.26M
CIA
791
Capital Investment Advisors
Georgia
$3.26M
TCA
792
Transcend Capital Advisors
New Jersey
$3.25M
DC
793
Davenport & Co
Virginia
$3.22M
IA
794
IFP Advisors
Florida
$3.22M
HAIM
795
Hunter Associates Investment Management
Pennsylvania
$3.22M
BIM
796
Baldwin Investment Management
Pennsylvania
$3.21M
PAM
797
Paradigm Asset Management
New York
$3.21M
Grantham, Mayo, Van Otterloo & Co (GMO)
798
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.19M
SIA
799
Schear Investment Advisers
Ohio
$3.19M
HA
800
Huntleigh Advisors
Missouri
$3.17M