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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
DCM
901
Decatur Capital Management
Georgia
$2.47M
SIA
902
SeaBridge Investment Advisors
New Jersey
$2.47M
CWP
903
CFM Wealth Partners
Texas
$2.46M
IAS
904
Insigneo Advisory Services
Florida
$2.46M
LJHT
905
Laurie J. Hall Trustee
$2.45M
1SB
906
1ST Source Bank
Indiana
$2.44M
ACM
907
Advisors Capital Management
New Jersey
$2.44M
BA
908
Bridgewater Associates
Connecticut
$2.43M
CIAS
909
Capital Investment Advisory Services
North Carolina
$2.42M
MAM
910
Mystic Asset Management
Rhode Island
$2.41M
NL
911
NVWM LLC
Pennsylvania
$2.41M
ADBIC
912
A.D. Beadell Investment Counsel
Wisconsin
$2.41M
TCWA
913
Turtle Creek Wealth Advisors
Texas
$2.4M
TIA
914
Trust Investment Advisors
Indiana
$2.4M
MTC
915
Matrix Trust Company
Colorado
$2.39M
AC
916
Avestar Capital
New York
$2.38M
OFG
917
OmniStar Financial Group
North Carolina
$2.37M
NWM
918
Northcape Wealth Management
New York
$2.36M
QC
919
Quent Capital
New York
$2.36M
TIM
920
Titan Investment Management
Indiana
$2.34M
VA
921
VestGen Advisors
Illinois
$2.32M
FC
922
FORA Capital
Florida
$2.31M
CI Investments Inc
923
CI Investments Inc
Ontario, Canada
$2.31M
PF
924
Phoenix Financial
Israel
$2.31M
MAG
925
Meadowbrook Advisors Group
New Jersey
$2.3M