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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
CWM
1251
Chicago Wealth Management
Illinois
$1.03M
EFG
1252
Everest Financial Group
Minnesota
$1.03M
APW
1253
Alliance Private Wealth
Massachusetts
$1.02M
RCAG
1254
Rehmann Capital Advisory Group
Michigan
$1.02M
GP
1255
Guardian Partners
Canada
$1.02M
KFS
1256
Kurt F. Somerville
$1.02M
FAG
1257
Fortitude Advisory Group
Washington
$1.02M
MFC
1258
Mechanics Financial Corp
Ohio
$1.02M
PCG
1259
Prosperity Consulting Group
Maryland
$1.02M
VWM
1260
Vigil Wealth Management
Florida
$1.02M
CIC
1261
Carnegie Investment Counsel
Ohio
$1.01M
SW
1262
SlateStone Wealth
Florida
$1.01M
HAG
1263
HighPoint Advisor Group
Illinois
$1,000K
AWM
1264
Atticus Wealth Management
Florida
$993K
TMC
1265
Themes Management Co
Connecticut
$991K
BB
1266
Berkshire Bank
Massachusetts
$990K
AF
1267
Ally Financial
Michigan
$987K
FFA
1268
First Foundation Advisors
California
$986K
BFG
1269
Berger Financial Group
Minnesota
$984K
OBAM
1270
ODDO BHF Asset Management
France
$982K
PDL
1271
Portfolio Design Labs
California
$977K
CST
1272
Charles Schwab Trust
Nevada
$972K
IF
1273
Intrua Financial
Texas
$972K
NHC
1274
Nicholas Hoffman & Company
Georgia
$968K
EI
1275
Ellevest Inc
New York
$966K