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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
DI
926
Diligent Investors
California
$2.3M
TAM
927
Tocqueville Asset Management
New York
$2.3M
NERM
928
New England Research & Management
Illinois
$2.3M
HA
929
Harfst & Associates
Wyoming
$2.29M
TCM
930
Twin Capital Management
Pennsylvania
$2.29M
NG
931
Norden Group
Utah
$2.28M
CPIG
932
Chicago Partners Investment Group
Illinois
$2.28M
WSCM
933
Wellington Shields Capital Management
New York
$2.28M
LFG
934
Larson Financial Group
Missouri
$2.27M
VFA
935
Valeo Financial Advisors
Indiana
$2.27M
UB
936
Umpqua Bank
Oregon
$2.27M
TAM
937
Trust Asset Management
Texas
$2.27M
GSEP
938
Golden State Equity Partners
California
$2.27M
IFG
939
Independent Financial Group
California
$2.25M
APW
940
Aventura Private Wealth
Florida
$2.25M
USCWA
941
U.S. Capital Wealth Advisors
Texas
$2.23M
SFM
942
Systematic Financial Management
New Jersey
$2.22M
QWM
943
Quadcap Wealth Management
Texas
$2.22M
PIM
944
Penobscot Investment Management
Massachusetts
$2.21M
EPW
945
Evolve Private Wealth
California
$2.21M
MAWA
946
Moss Adams Wealth Advisors
Washington
$2.21M
SAM
947
Silvercrest Asset Management
New York
$2.21M
NB
948
NBT Bank
New York
$2.19M
MG
949
Mather Group
Illinois
$2.17M
GDP
950
Great Diamond Partners
Maine
$2.16M