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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
CAMG
1126
CWA Asset Management Group
Florida
$1.33M
RIG
1127
RiverFront Investment Group
Virginia
$1.33M
SFG
1128
Sather Financial Group
Texas
$1.32M
WCA
1129
Westover Capital Advisors
Delaware
$1.32M
KAS
1130
KPP Advisory Services
Kentucky
$1.31M
Axa
1131
Axa
France
$1.31M
SCM
1132
Stevens Capital Management
Pennsylvania
$1.31M
CFP
1133
Catalyst Financial Partners
Massachusetts
$1.31M
MYLI
1134
Meiji Yasuda Life Insurance
Japan
$1.31M
TM
1135
TigerOak Management
New Mexico
$1.31M
IWA
1136
IBEX Wealth Advisors
New Jersey
$1.31M
RIL
1137
Rothschild Investment LLC
Illinois
$1.31M
LC
1138
Lawood & Co
Pennsylvania
$1.3M
CI
1139
CX Institutional
Indiana
$1.3M
TCM
1140
Tandem Capital Management
New Jersey
$1.3M
OA
1141
Operose Advisors
Wisconsin
$1.3M
HWAM
1142
Hennion & Walsh Asset Management
New Jersey
$1.3M
LIM
1143
Longfellow Investment Management
Massachusetts
$1.3M
AWM
1144
Arista Wealth Management
Nevada
$1.3M
BOS
1145
Bank of Stockton
California
$1.3M
SWA
1146
Stratos Wealth Advisors
Ohio
$1.29M
VWM
1147
Venturi Wealth Management
Texas
$1.29M
CCM
1148
Corsair Capital Management
New York
$1.29M
SPF
1149
South Plains Financial
Texas
$1.28M
BCM
1150
BluePath Capital Management
Georgia
$1.28M