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