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