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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
GDP
951
Great Diamond Partners
Maine
$2.16M
AA
952
Altman Advisors
Illinois
$2.15M
GAMC
953
Garner Asset Management Corp
Texas
$2.14M
FFM
954
Forum Financial Management
Illinois
$2.13M
KCM
955
Kathmere Capital Management
Pennsylvania
$2.13M
LSA
956
Lansing Street Advisors
Pennsylvania
$2.12M
MNBTD
957
Moody National Bank Trust Division
Texas
$2.12M
CWM
958
Chesapeake Wealth Management
Virginia
$2.11M
WWA
959
WCG Wealth Advisors
Nevada
$2.11M
AA
960
Armis Advisers
Georgia
$2.11M
GWM
961
Greenwich Wealth Management
Connecticut
$2.1M
MHS
962
M Holdings Securities
Oregon
$2.1M
CIP
963
Convergence Investment Partners
Florida
$2.1M
MGP
964
M&G plc
United Kingdom
$2.08M
TAP
965
Tounjian Advisory Partners
Florida
$2.08M
RCM
966
Radnor Capital Management
Pennsylvania
$2.08M
RWP
967
RWA Wealth Partners
Massachusetts
$2.07M
GIA
968
Gladstone Institutional Advisory
Florida
$2.07M
KWA
969
Kingswood Wealth Advisors
California
$2.07M
KNW
970
Kesler Norman & Wride
Utah
$2.05M
VWM
971
VCI Wealth Management
Missouri
$2.03M
PWP
972
Principle Wealth Partners
Connecticut
$2.03M
PCM
973
Parsons Capital Management
Rhode Island
$2.03M
EFG
974
Everhart Financial Group
Ohio
$2.03M
EFM
975
E Fund Management
China
$2.02M