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