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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
WIC
1001
Wilkins Investment Counsel
Massachusetts
$1.83M
IBOK
1002
Independence Bank of Kentucky
Kentucky
$1.83M
GWM
1003
Gibbs Wealth Management
Georgia
$1.82M
PEAK6
1004
PEAK6
Illinois
$1.82M
CASB
1005
Cape Ann Savings Bank
Massachusetts
$1.81M
CM
1006
Caption Management
Oklahoma
$1.81M
NFG
1007
Nations Financial Group
Iowa
$1.81M
DAM
1008
Delta Asset Management
Tennessee
$1.81M
WS
1009
Wedbush Securities
California
$1.8M
IAIM
1010
International Assets Investment Management
Florida
$1.8M
CI
1011
Cigna Investments
Connecticut
$1.8M
CB
1012
Community Bank
New York
$1.79M
RMP
1013
Richards, Merrill & Peterson
Washington
$1.79M
PA
1014
Profund Advisors
Maryland
$1.78M
WT
1015
Washington Trust
Rhode Island
$1.78M
7WCP
1016
71 West Capital Partners
Massachusetts
$1.77M
MGIA
1017
Moneta Group Investment Advisors
Missouri
$1.77M
ZIG
1018
Zullo Investment Group
Pennsylvania
$1.76M
PPW
1019
Parcion Private Wealth
Washington
$1.76M
VEM
1020
Vann Equity Management
Texas
$1.73M
HW
1021
Hancock Whitney
Mississippi
$1.73M
PWG
1022
Portside Wealth Group
Utah
$1.72M
SF
1023
Symphony Financial
Texas
$1.72M
AC
1024
AlphaCore Capital
California
$1.72M
AWMT
1025
AAFMAA Wealth Management & Trust
North Carolina
$1.71M