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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
SIA
801
Schear Investment Advisers
Ohio
$3.19M
HA
802
Huntleigh Advisors
Missouri
$3.17M
MIA
803
MainStreet Investment Advisors
Illinois
$3.17M
FMI
804
F/M Investments
District of Columbia
$3.16M
GIS
805
Graphene Investments SAS
France
$3.16M
IIL
806
Insight Inv LLC
California
$3.12M
KIA
807
KCM Investment Advisors
California
$3.1M
WT
808
Whittier Trust
California
$3.1M
HCM
809
Howland Capital Management
Massachusetts
$3.07M
PMA
810
Prudent Man Advisors
Illinois
$3.07M
CT
811
Caldwell Trust
Florida
$3.06M
ANTB
812
AMG National Trust Bank
Colorado
$3.06M
CAG
813
Crestwood Advisors Group
Massachusetts
$3.06M
SCA
814
Snowden Capital Advisors
New York
$3.05M
CAM
815
Cacti Asset Management
Georgia
$3.04M
Koshinski Asset Management
816
Koshinski Asset Management
Illinois
$3.04M
CFB
817
Cullen/Frost Bankers
Texas
$3.04M
AIM
818
Acropolis Investment Management
Missouri
$3.03M
MK
819
MASTERINVEST Kapitalanlage
$3.03M
FM
820
Family Management
New York
$3.02M
HCCM
821
Hudson Canyon Capital Management
New York
$3.01M
BP
822
BNP Paribas
France
$2.99M
DLCIG
823
D.L. Carlson Investment Group
New Hampshire
$2.99M
OAM
824
Oak Asset Management
California
$2.99M
PI
825
PFG Investments
New York
$2.99M