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