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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
AGC
876
Aspen Grove Capital
Colorado
$2.59M
JGC
877
J. Goldman & Co
New York
$2.58M
NB
878
Nicolet Bankshares
Wisconsin
$2.58M
AG
879
AlTi Global
New York
$2.57M
CPC
880
Consolidated Planning Corp
Georgia
$2.57M
AG
881
Ascent Group
Virginia
$2.57M
WPC
882
White Pine Capital
Minnesota
$2.56M
TYCC
883
Texas Yale Capital Corp
Florida
$2.55M
BG
884
Bahl & Gaynor
Ohio
$2.55M
AFS
885
Aft Forsyth & Sober
Florida
$2.55M
COCM
886
Charter Oak Capital Management
New Hampshire
$2.55M
AF
887
Alerus Financial
North Dakota
$2.54M
NP
888
Nilsine Partners
Colorado
$2.54M
WPC
889
Wedmont Private Capital
Pennsylvania
$2.54M
WBWA
890
William B. Walkup & Associates
South Carolina
$2.54M
BTI
891
Blue Trust Inc
Georgia
$2.53M
WW
892
Waterfront Wealth
Kansas
$2.53M
CA
893
Cullinan Associates
Kentucky
$2.52M
ECM
894
Evergreen Capital Management
Washington
$2.52M
DWT
895
Dorsey & Whitney Trust
South Dakota
$2.52M
JFG
896
Jefferies Financial Group
New York
$2.51M
CCIA
897
Campbell & Co Investment Adviser
Maryland
$2.5M
AF
898
Arrow Financial
New York
$2.5M
AGM
899
Aragon Global Management
Florida
$2.49M
BFA
900
Brown Financial Advisors
Ohio
$2.49M