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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
CCG
976
Chatham Capital Group
Georgia
$2.01M
PEA
977
Park Edge Advisors
Ohio
$2M
VCA
978
Verdence Capital Advisors
Maryland
$1.99M
TF
979
TLWM Financial
Texas
$1.99M
NP
980
NorthRock Partners
Minnesota
$1.97M
EM
981
Excalibur Management
Massachusetts
$1.96M
VCM
982
Viewpoint Capital Management
Washington
$1.96M
BAM
983
Berkshire Asset Management
Pennsylvania
$1.96M
PP
984
PDT Partners
New York
$1.94M
AIM
985
Allen Investment Management
New York
$1.92M
GC
986
Grimes & Company
Massachusetts
$1.91M
IQI
987
Integrated Quantitative Investments
Washington
$1.91M
CFWMA
988
Center for Wealth Management Advisory
Ohio
$1.9M
GFP
989
Gryphon Financial Partners
Ohio
$1.89M
PPWP
990
Premier Path Wealth Partners
New Jersey
$1.88M
AAM
991
AR Asset Management
California
$1.88M
TNBTD
992
Trustmark National Bank Trust Department
Mississippi
$1.87M
NDBT
993
North Dallas Bank & Trust
Texas
$1.87M
CC
994
Courier Capital
New York
$1.86M
AP
995
Advisors Preferred
Maryland
$1.86M
WBC
996
Westpac Banking Corp
Australia
$1.85M
BTD
997
BankPlus Trust Department
Mississippi
$1.85M
FMI
998
Frec Markets Inc
California
$1.84M
SAM
999
Sagewood Asset Management
New York
$1.84M
MP
1000
Moment Partners
California
$1.84M