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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
FCA
901
Fortis Capital Advisors
Kansas
$2.49M
FDS
902
Freedom Day Solutions
Texas
$2.48M
DCM
903
Decatur Capital Management
Georgia
$2.47M
SIA
904
SeaBridge Investment Advisors
New Jersey
$2.47M
CWP
905
CFM Wealth Partners
Texas
$2.46M
IAS
906
Insigneo Advisory Services
Florida
$2.46M
LJHT
907
Laurie J. Hall Trustee
$2.45M
1SB
908
1ST Source Bank
Indiana
$2.44M
ACM
909
Advisors Capital Management
New Jersey
$2.44M
BA
910
Bridgewater Associates
Connecticut
$2.43M
CIAS
911
Capital Investment Advisory Services
North Carolina
$2.42M
MAM
912
Mystic Asset Management
Rhode Island
$2.41M
NL
913
NVWM LLC
Pennsylvania
$2.41M
ADBIC
914
A.D. Beadell Investment Counsel
Wisconsin
$2.41M
TCWA
915
Turtle Creek Wealth Advisors
Texas
$2.4M
TIA
916
Trust Investment Advisors
Indiana
$2.4M
MTC
917
Matrix Trust Company
Colorado
$2.39M
AC
918
Avestar Capital
New York
$2.38M
OFG
919
OmniStar Financial Group
North Carolina
$2.37M
NWM
920
Northcape Wealth Management
New York
$2.36M
QC
921
Quent Capital
New York
$2.36M
TIM
922
Titan Investment Management
Indiana
$2.34M
VA
923
VestGen Advisors
Illinois
$2.32M
FC
924
FORA Capital
Florida
$2.31M
CI Investments Inc
925
CI Investments Inc
Ontario, Canada
$2.31M