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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
WJWM
826
Williams Jones Wealth Management
New York
$2.98M
SWM
827
SHP Wealth Management
Massachusetts
$2.97M
ACM
828
Advent Capital Management
New York
$2.96M
SA
829
Strategic Advisors
New York
$2.95M
CPC
830
Cookson Peirce & Co
Pennsylvania
$2.95M
LAM
831
LOM Asset Management
$2.93M
CFCI
832
Comprehensive Financial Consultants Institutional
Indiana
$2.93M
HFS
833
Hantz Financial Services
Michigan
$2.92M
BFS
834
Bradley Foster & Sargent
Connecticut
$2.89M
DWM
835
Dynasty Wealth Management
Florida
$2.89M
JWM
836
JPL Wealth Management
Colorado
$2.88M
SAI
837
Savvy Advisors Inc
New York
$2.88M
WAM
838
Wakefield Asset Management
Colorado
$2.87M
CICI
839
Capital Investment Counsel Inc
North Carolina
$2.87M
SAI
840
Systematic Alpha Investments
New Jersey
$2.85M
BAM
841
Belpointe Asset Management
Nevada
$2.85M
AFM
842
Abbot Financial Management
Massachusetts
$2.84M
RE
843
Rydar Equities
Texas
$2.84M
IB
844
Intrust Bank
Kansas
$2.84M
IIC
845
Ironwood Investment Counsel
Arizona
$2.84M
EWM
846
Empirical Wealth Management
Washington
$2.82M
FAM
847
Fulcrum Asset Management
United Kingdom
$2.82M
Luther King Capital Management (LKCM)
848
Luther King Capital Management (LKCM)
Texas
$2.78M
ST
849
Somerset Trust
Pennsylvania
$2.77M
SI
850
Shaker Investments
Ohio
$2.77M