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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
FHC
1101
First Horizon Corporation
Tennessee
$1.41M
NVIM
1102
New Vernon Investment Management
Illinois
$1.41M
IA
1103
Integrity Alliance
Iowa
$1.4M
BFIM
1104
Beese Fulmer Investment Management
Ohio
$1.39M
KWM
1105
Kingsview Wealth Management
Oregon
$1.39M
SWM
1106
Spire Wealth Management
Virginia
$1.39M
TSWM
1107
Triangle Securities Wealth Management
North Carolina
$1.39M
FFP
1108
FourThought Financial Partners
Florida
$1.39M
BB
1109
Busey Bank
Illinois
$1.38M
BF
1110
bLong Financial
Tennessee
$1.38M
JSW
1111
Journey Strategic Wealth
New Jersey
$1.37M
AA
1112
Advisory Alpha
Michigan
$1.37M
SDAM
1113
Shulman DeMeo Asset Management
New York
$1.37M
EDRH
1114
Edmond de Rothschild Holding
Switzerland
$1.36M
FHA
1115
Flagship Harbor Advisors
Massachusetts
$1.36M
SRC
1116
Sage Rhino Capital
California
$1.36M
WBC
1117
West Branch Capital
Massachusetts
$1.35M
EGA
1118
E&G Advisors
Texas
$1.35M
FMP
1119
Financial Management Professionals
Texas
$1.35M
SACTSONJ
1120
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.35M
HA
1121
Herold Advisors
New York
$1.34M
AI
1122
Atom Investors
Texas
$1.34M
TPWA
1123
TRUE Private Wealth Advisors
Oregon
$1.34M
FFM
1124
Fisher Funds Management
New Zealand
$1.34M
MWM
1125
Mission Wealth Management
California
$1.34M