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