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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
MIA
801
MainStreet Investment Advisors
Illinois
$3.17M
FMI
802
F/M Investments
District of Columbia
$3.16M
GIS
803
Graphene Investments SAS
France
$3.16M
IIL
804
Insight Inv LLC
California
$3.12M
KIA
805
KCM Investment Advisors
California
$3.1M
WT
806
Whittier Trust
California
$3.1M
HCM
807
Howland Capital Management
Massachusetts
$3.07M
PMA
808
Prudent Man Advisors
Illinois
$3.07M
CT
809
Caldwell Trust
Florida
$3.06M
ANTB
810
AMG National Trust Bank
Colorado
$3.06M
CAG
811
Crestwood Advisors Group
Massachusetts
$3.06M
SCA
812
Snowden Capital Advisors
New York
$3.05M
CAM
813
Cacti Asset Management
Georgia
$3.04M
Koshinski Asset Management
814
Koshinski Asset Management
Illinois
$3.04M
CFB
815
Cullen/Frost Bankers
Texas
$3.04M
AIM
816
Acropolis Investment Management
Missouri
$3.03M
MK
817
MASTERINVEST Kapitalanlage
$3.03M
FM
818
Family Management
New York
$3.02M
HCCM
819
Hudson Canyon Capital Management
New York
$3.01M
BP
820
BNP Paribas
France
$2.99M
DLCIG
821
D.L. Carlson Investment Group
New Hampshire
$2.99M
OAM
822
Oak Asset Management
California
$2.99M
PI
823
PFG Investments
New York
$2.99M
AAM
824
Alphadyne Asset Management
New York
$2.99M
WAP
825
Wealthcare Advisory Partners
Pennsylvania
$2.98M