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Morgan Stanley

2,483 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, 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
2,483
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
MWM
1126
Mission Wealth Management
California
$1.34M
CAMG
1127
CWA Asset Management Group
Florida
$1.33M
RIG
1128
RiverFront Investment Group
Virginia
$1.33M
SFG
1129
Sather Financial Group
Texas
$1.32M
WCA
1130
Westover Capital Advisors
Delaware
$1.32M
KAS
1131
KPP Advisory Services
Kentucky
$1.31M
Axa
1132
Axa
France
$1.31M
SCM
1133
Stevens Capital Management
Pennsylvania
$1.31M
CFP
1134
Catalyst Financial Partners
Massachusetts
$1.31M
MYLI
1135
Meiji Yasuda Life Insurance
Japan
$1.31M
TM
1136
TigerOak Management
New Mexico
$1.31M
IWA
1137
IBEX Wealth Advisors
New Jersey
$1.31M
RIL
1138
Rothschild Investment LLC
Illinois
$1.31M
LC
1139
Lawood & Co
Pennsylvania
$1.3M
CI
1140
CX Institutional
Indiana
$1.3M
TCM
1141
Tandem Capital Management
New Jersey
$1.3M
OA
1142
Operose Advisors
Wisconsin
$1.3M
HWAM
1143
Hennion & Walsh Asset Management
New Jersey
$1.3M
LIM
1144
Longfellow Investment Management
Massachusetts
$1.3M
AWM
1145
Arista Wealth Management
Nevada
$1.3M
BOS
1146
Bank of Stockton
California
$1.3M
SWA
1147
Stratos Wealth Advisors
Ohio
$1.29M
VWM
1148
Venturi Wealth Management
Texas
$1.29M
CCM
1149
Corsair Capital Management
New York
$1.29M
SPF
1150
South Plains Financial
Texas
$1.28M