We are live on ! Find out more
MS icon

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
PF
926
Phoenix Financial
Israel
$2.31M
MAG
927
Meadowbrook Advisors Group
New Jersey
$2.3M
DI
928
Diligent Investors
California
$2.3M
TAM
929
Tocqueville Asset Management
New York
$2.3M
NERM
930
New England Research & Management
Illinois
$2.3M
HA
931
Harfst & Associates
Wyoming
$2.29M
TCM
932
Twin Capital Management
Pennsylvania
$2.29M
NG
933
Norden Group
Utah
$2.28M
CPIG
934
Chicago Partners Investment Group
Illinois
$2.28M
WSCM
935
Wellington Shields Capital Management
New York
$2.28M
LFG
936
Larson Financial Group
Missouri
$2.27M
VFA
937
Valeo Financial Advisors
Indiana
$2.27M
UB
938
Umpqua Bank
Oregon
$2.27M
TAM
939
Trust Asset Management
Texas
$2.27M
GSEP
940
Golden State Equity Partners
California
$2.27M
IFG
941
Independent Financial Group
California
$2.25M
APW
942
Aventura Private Wealth
Florida
$2.25M
USCWA
943
U.S. Capital Wealth Advisors
Texas
$2.23M
SFM
944
Systematic Financial Management
New Jersey
$2.22M
QWM
945
Quadcap Wealth Management
Texas
$2.22M
PIM
946
Penobscot Investment Management
Massachusetts
$2.21M
EPW
947
Evolve Private Wealth
California
$2.21M
MAWA
948
Moss Adams Wealth Advisors
Washington
$2.21M
SAM
949
Silvercrest Asset Management
New York
$2.21M
NB
950
NBT Bank
New York
$2.19M