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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
HCA
776
Harbor Capital Advisors
Illinois
$3.47M
GAG
777
GM Advisory Group
New York
$3.46M
AWA
778
Aaron Wealth Advisors
Illinois
$3.46M
SLI
779
Sumitomo Life Insurance
Japan
$3.43M
CT
780
Coastline Trust
Rhode Island
$3.41M
HC
781
Hurley Capital
New York
$3.4M
AW
782
Alaethes Wealth
Nevada
$3.4M
LD
783
Lipe & Dalton
New York
$3.38M
MCWS
784
McKinley Carter Wealth Services
West Virginia
$3.37M
MB
785
MidFirst Bank
Oklahoma
$3.34M
TS
786
Triglav Skladi
Slovenia
$3.31M
CF
787
Centaurus Financial
California
$3.31M
WAM
788
Werlinich Asset Management
Connecticut
$3.31M
SW
789
SteelPeak Wealth
California
$3.3M
DWM
790
Diversify Wealth Management
Utah
$3.29M
LIA
791
Limestone Investment Advisors
New York
$3.26M
CIA
792
Capital Investment Advisors
Georgia
$3.26M
TCA
793
Transcend Capital Advisors
New Jersey
$3.25M
DC
794
Davenport & Co
Virginia
$3.22M
IA
795
IFP Advisors
Florida
$3.22M
HAIM
796
Hunter Associates Investment Management
Pennsylvania
$3.22M
BIM
797
Baldwin Investment Management
Pennsylvania
$3.21M
PAM
798
Paradigm Asset Management
New York
$3.21M
Grantham, Mayo, Van Otterloo & Co (GMO)
799
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.19M
SIA
800
Schear Investment Advisers
Ohio
$3.19M