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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
VCWA
976
Vanguard Capital Wealth Advisors
Colorado
$2.02M
CCG
977
Chatham Capital Group
Georgia
$2.01M
PEA
978
Park Edge Advisors
Ohio
$2M
VCA
979
Verdence Capital Advisors
Maryland
$1.99M
TF
980
TLWM Financial
Texas
$1.99M
NP
981
NorthRock Partners
Minnesota
$1.97M
EM
982
Excalibur Management
Massachusetts
$1.96M
VCM
983
Viewpoint Capital Management
Washington
$1.96M
BAM
984
Berkshire Asset Management
Pennsylvania
$1.96M
PP
985
PDT Partners
New York
$1.94M
AIM
986
Allen Investment Management
New York
$1.92M
GC
987
Grimes & Company
Massachusetts
$1.91M
IQI
988
Integrated Quantitative Investments
Washington
$1.91M
CFWMA
989
Center for Wealth Management Advisory
Ohio
$1.9M
GFP
990
Gryphon Financial Partners
Ohio
$1.89M
PPWP
991
Premier Path Wealth Partners
New Jersey
$1.88M
AAM
992
AR Asset Management
California
$1.88M
TNBTD
993
Trustmark National Bank Trust Department
Mississippi
$1.87M
NDBT
994
North Dallas Bank & Trust
Texas
$1.87M
CC
995
Courier Capital
New York
$1.86M
AP
996
Advisors Preferred
Maryland
$1.86M
WBC
997
Westpac Banking Corp
Australia
$1.85M
BTD
998
BankPlus Trust Department
Mississippi
$1.85M
FMI
999
Frec Markets Inc
California
$1.84M
SAM
1000
Sagewood Asset Management
New York
$1.84M