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Morgan Stanley

2,484 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, 1,041 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
2,484
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
AC
1026
AlphaCore Capital
California
$1.72M
AWMT
1027
AAFMAA Wealth Management & Trust
North Carolina
$1.71M
CCT
1028
Chemung Canal Trust
New York
$1.71M
EGM
1029
Engineers Gate Manager
New York
$1.71M
MAM
1030
Morse Asset Management
Connecticut
$1.7M
GWP
1031
Gateway Wealth Partners
Wisconsin
$1.7M
FM
1032
Foster & Motley
Ohio
$1.69M
FCFC
1033
First Citizens Financial Corp
Iowa
$1.69M
MMPW
1034
Mitchell McLeod Pugh & Williams
Alabama
$1.68M
JPWM
1035
Jamison Private Wealth Management
Georgia
$1.67M
MWM
1036
Mosley Wealth Management
California
$1.66M
WAL
1037
W Advisors LLC
Tennessee
$1.66M
SC
1038
Sapient Capital
Indiana
$1.66M
GCA
1039
Gallagher Capital Advisors
Texas
$1.66M
Verition Fund Management
1040
Verition Fund Management
Connecticut
$1.65M
PFGIA
1041
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M
MWM
1042
Modern Wealth Management
Kansas
$1.64M
LF
1043
Lee Financial
Texas
$1.64M
CCP
1044
Clough Capital Partners
Massachusetts
$1.63M
LSA
1045
Leonteq Securities AG
Switzerland
$1.63M
CPBTD
1046
Central Pacific Bank - Trust Division
Hawaii
$1.63M
GDCM
1047
Galaxy Digital Capital Management
New York
$1.63M
BA
1048
Bridgewater Advisors
New York
$1.62M
MFG
1049
Magnus Financial Group
New York
$1.62M
AIA
1050
Affinity Investment Advisors
California
$1.6M