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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
GM
1301
GeoWealth Management
Illinois
$925K
RSS
1302
Rosenblum Silverman Sutton
California
$924K
CWWM
1303
Clear Wave Wealth Management
New Jersey
$921K
SCA
1304
Sippican Capital Advisors
Massachusetts
$920K
CG
1305
Clifford Group
Massachusetts
$920K
KC
1306
Kepler Cheuvreux
$919K
ACM
1307
Aljian Capital Management
Nevada
$919K
SWA
1308
Sax Wealth Advisors
New Jersey
$914K
PWM
1309
Palacios Wealth Management
Florida
$914K
OP
1310
Oslo Pensjonsforsikring
$910K
CMTU
1311
Capital Markets Trading (UK)
United Kingdom
$909K
ATC
1312
Adirondack Trust Company
New York
$908K
FMWA
1313
Forvis Mazars Wealth Advisors
Missouri
$906K
BPCE
1314
Bank Pictet & Cie (Europe)
Germany
$905K
HWA
1315
Heritage Wealth Advisors
Virginia
$902K
NFA
1316
Northern Financial Advisors
Michigan
$900K
CIM
1317
Catalyst Investment Management
New Hampshire
$898K
SW
1318
Simplicity Wealth
New Jersey
$896K
MBTD
1319
Mechanics Bank - Trust Department
California
$896K
FSA
1320
Fort Sheridan Advisors
Illinois
$894K
RMDI
1321
R.M. Davis Inc
Maine
$893K
HT
1322
Headlands Technologies
Illinois
$889K
FAL
1323
Focused Alpha LLC
Colorado
$887K
BCPE
1324
Bain Capital Public Equity
Massachusetts
$886K
UCB
1325
United Community Bank
South Carolina
$885K