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