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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
ST
851
Somerset Trust
Pennsylvania
$2.77M
SI
852
Shaker Investments
Ohio
$2.77M
IA
853
IFC Advisors
California
$2.76M
BPWM
854
BCS Private Wealth Management
New Jersey
$2.76M
OIA
855
OneDigital Investment Advisors
Kansas
$2.75M
CP
856
Cornerstone Planning
North Carolina
$2.75M
IFWM
857
Institute for Wealth Management
Colorado
$2.74M
GGA
858
Granite Group Advisors
Connecticut
$2.74M
SPS
859
Susquehanna Portfolio Strategies
Pennsylvania
$2.72M
CAM
860
Covenant Asset Management
New Jersey
$2.71M
NW
861
NewEdge Wealth
Pennsylvania
$2.68M
HT
862
Heritage Trust
Oklahoma
$2.68M
QI
863
Qtron Investments
Massachusetts
$2.65M
IIA
864
IPG Investment Advisors
California
$2.65M
TPW
865
Talon Private Wealth
Florida
$2.65M
CCA
866
Checchi Capital Advisers
California
$2.64M
CI
867
Cherokee Insurance
Michigan
$2.63M
CWAG
868
Compton Wealth Advisory Group
Virginia
$2.63M
BG
869
BDF Gestion
France
$2.62M
SCTC
870
Sanibel Captiva Trust Company
Florida
$2.62M
PFBT
871
Parkside Financial Bank & Trust
Missouri
$2.62M
EW
872
Evoke Wealth
California
$2.6M
MA
873
Mutual Advisors
Nebraska
$2.6M
WWM
874
Wolff Wiese Magana
California
$2.6M
BFPW
875
BOK Financial Private Wealth
Colorado
$2.6M