We are live on ! Find out more
MS icon

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
N
1076
Numerai
California
$1.49M
LGF
1077
LGT Group Foundation
Liechtenstein
$1.48M
RCA
1078
Resonant Capital Advisors
Wisconsin
$1.48M
WSFS
1079
Wilmington Savings Fund Society
Delaware
$1.48M
CWIG
1080
Chung Wu Investment Group
Texas
$1.48M
ICA
1081
Infrastructure Capital Advisors
New York
$1.47M
DWP
1082
Daymark Wealth Partners
Ohio
$1.47M
RIA
1083
Regal Investment Advisors
Michigan
$1.47M
SS
1084
SBI Securities
Japan
$1.46M
HBT
1085
Heartland Bank & Trust
Illinois
$1.46M
CIAS
1086
CFS Investment Advisory Services
New Jersey
$1.46M
NAG
1087
Northstar Advisory Group
New Jersey
$1.46M
LB
1088
Legacy Bridge
Iowa
$1.45M
M1FG
1089
Mach-1 Financial Group
Arkansas
$1.45M
PA
1090
Procyon Advisors
Connecticut
$1.45M
AIM
1091
Advyzon Investment Management
Illinois
$1.45M
PCM
1092
Pennsylvania Capital Management
Pennsylvania
$1.45M
VNIM
1093
Vaughan Nelson Investment Management
Texas
$1.45M
SOS
1094
Silver Oak Securities
Tennessee
$1.43M
IWA
1095
Icon Wealth Advisors
Texas
$1.43M
CC
1096
Carlson Capital
Texas
$1.43M
TWP
1097
Triad Wealth Partners
Kansas
$1.42M
NCM
1098
NCM Capital Management
New Jersey
$1.42M
NED
1099
Nancy E. Dempze
$1.41M
CFO
1100
CVA Family Office
Colorado
$1.41M