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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
JIC
1201
Johnson Investment Counsel
Ohio
$1.13M
SAW
1202
Signal Advisors Wealth
Michigan
$1.13M
PWA
1203
Pitcairn Wealth Advisors
Pennsylvania
$1.13M
BHBT
1204
Burke & Herbert Bank & Trust
Virginia
$1.13M
III
1205
Independent Investors Inc
New York
$1.12M
KA
1206
Klingman & Associates
New York
$1.12M
VWA
1207
Visionary Wealth Advisors
Illinois
$1.11M
NEI
1208
Northwest & Ethical Investments
Ontario, Canada
$1.11M
AGP
1209
Autumn Glory Partners
Texas
$1.11M
HI
1210
Harbour Investments
Wisconsin
$1.11M
CH
1211
Canton Hathaway
Rhode Island
$1.11M
BAAM
1212
Baker Avenue Asset Management
California
$1.1M
MIC
1213
Meridian Investment Counsel
California
$1.1M
CFA
1214
Churchill Financial Advisors
Kentucky
$1.1M
AWM
1215
Accurate Wealth Management
Florida
$1.1M
VCM
1216
Versant Capital Management
Arizona
$1.1M
BHPW
1217
Beverly Hills Private Wealth
California
$1.1M
AC
1218
AXQ Capital
New Jersey
$1.1M
TPI
1219
Trust Point Inc
Wisconsin
$1.1M
RA
1220
RFG Advisory
Alabama
$1.1M
MWM
1221
Mindset Wealth Management
Indiana
$1.1M
EFMC
1222
Empire Financial Management Company
New York
$1.1M
PP
1223
PDS Planning
Ohio
$1.09M
CFG
1224
Cooper Financial Group
California
$1.09M
HA
1225
Harbor Advisors
Florida
$1.09M