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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
GBT
1176
Grove Bank & Trust
Florida
$1.22M
SWP
1177
Summit Wealth Partners
Florida
$1.22M
HBT
1178
Hills Bank & Trust
Iowa
$1.22M
WWM
1179
Walser Wealth Management
Florida
$1.22M
FNFDCM
1180
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.21M
WAS
1181
Westco Advisory Services
New York
$1.21M
IC
1182
Inscription Capital
Texas
$1.2M
ADL
1183
Asset Dedication LLC
California
$1.2M
CAM
1184
Cidel Asset Management
Ontario, Canada
$1.2M
PW
1185
Paladin Wealth
Minnesota
$1.2M
CP
1186
Clarendon Private
Massachusetts
$1.2M
DCM
1187
Davidson Capital Management
Texas
$1.19M
BSA
1188
Bull Street Advisors
Georgia
$1.18M
OCM
1189
One Capital Management
California
$1.17M
RCA
1190
Ranch Capital Advisors
Florida
$1.17M
WAS
1191
WESPAC Advisors SoCal
California
$1.17M
ZBNA
1192
Zions Bancorporation, National Association
Utah
$1.16M
ZF
1193
Zhang Financial
Michigan
$1.16M
E
1194
Evansbrook
Illinois
$1.15M
FIC
1195
FCG Investment Company
Tennessee
$1.14M
PCS
1196
Personal CFO Solutions
New Jersey
$1.14M
DM
1197
Delphi Management
Massachusetts
$1.14M
BOJHT
1198
Bank of Jackson Hole Trust
Wyoming
$1.14M
HIP
1199
Harrell Investment Partners
Texas
$1.14M
IRC
1200
Investors Research Corp
Georgia
$1.14M