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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
CCT
1026
Chemung Canal Trust
New York
$1.71M
EGM
1027
Engineers Gate Manager
New York
$1.71M
MAM
1028
Morse Asset Management
Connecticut
$1.7M
GWP
1029
Gateway Wealth Partners
Wisconsin
$1.7M
FM
1030
Foster & Motley
Ohio
$1.69M
FCFC
1031
First Citizens Financial Corp
Iowa
$1.69M
MMPW
1032
Mitchell McLeod Pugh & Williams
Alabama
$1.68M
JPWM
1033
Jamison Private Wealth Management
Georgia
$1.67M
MWM
1034
Mosley Wealth Management
California
$1.66M
WAL
1035
W Advisors LLC
Tennessee
$1.66M
SC
1036
Sapient Capital
Indiana
$1.66M
GCA
1037
Gallagher Capital Advisors
Texas
$1.66M
Verition Fund Management
1038
Verition Fund Management
Connecticut
$1.65M
PFGIA
1039
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M
MWM
1040
Modern Wealth Management
Kansas
$1.64M
LF
1041
Lee Financial
Texas
$1.64M
CCP
1042
Clough Capital Partners
Massachusetts
$1.63M
LSA
1043
Leonteq Securities AG
Switzerland
$1.63M
CPBTD
1044
Central Pacific Bank - Trust Division
Hawaii
$1.63M
GDCM
1045
Galaxy Digital Capital Management
New York
$1.63M
BA
1046
Bridgewater Advisors
New York
$1.62M
MFG
1047
Magnus Financial Group
New York
$1.62M
AIA
1048
Affinity Investment Advisors
California
$1.6M
GS
1049
GTS Securities
New York
$1.59M
BCP
1050
Berkeley Capital Partners
Georgia
$1.59M