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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
AI
1151
Axecap Investments
Ohio
$1.28M
BCG
1152
Breakwater Capital Group
New Jersey
$1.28M
MYAM
1153
Meiji Yasuda Asset Management
Japan
$1.27M
AWM
1154
Angeles Wealth Management
California
$1.26M
OCM
1155
Orion Capital Management
California
$1.26M
PFSC
1156
Peoples Financial Services Corp
Pennsylvania
$1.26M
ALA
1157
Atlas Legacy Advisors
California
$1.26M
IA
1158
IFG Advisors
Missouri
$1.26M
SAM
1159
Sompo Asset Management
Japan
$1.26M
LA
1160
LVW Advisors
New York
$1.26M
CIM
1161
CIM Investment Management
Pennsylvania
$1.26M
CAM
1162
Congress Asset Management
Massachusetts
$1.25M
HSA
1163
HBK Sorce Advisory
Pennsylvania
$1.25M
VV
1164
Verity & Verity
South Carolina
$1.24M
PTC
1165
Private Trust Company
Ohio
$1.24M
CCP
1166
Carmel Capital Partners
California
$1.24M
QIM
1167
Quantitative Investment Management
Virginia
$1.24M
AWM
1168
Aprio Wealth Management
Georgia
$1.24M
ONB
1169
Old National Bancorp
Indiana
$1.23M
SIA
1170
Soltis Investment Advisors
Utah
$1.23M
SC
1171
Sepio Capital
Utah
$1.23M
Financial Engines Advisors
1172
Financial Engines Advisors
California
$1.23M
SL
1173
Sentinus LLC
Illinois
$1.23M
GBT
1174
Grove Bank & Trust
Florida
$1.22M
SWP
1175
Summit Wealth Partners
Florida
$1.22M