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