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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
PB
1351
Pinnacle Bancorp
Nebraska
$838K
FWI
1352
Facet Wealth Inc
Maryland
$835K
FDS
1353
First Dallas Securities
Texas
$833K
AA
1354
Addison Advisors
Vermont
$833K
MW
1355
Marble Wealth
Alabama
$832K
PCM
1356
Palisade Capital Management
New Jersey
$826K
PFA
1357
Pure Financial Advisors
California
$825K
BMO
1358
Beck Mack & Oliver
New York
$823K
WE
1359
Wealth Effects
Massachusetts
$823K
DLP
1360
De Lisle Partners
United Kingdom
$823K
ISFAN
1361
Investor's Fiduciary Advisor Network
Washington
$819K
SWA
1362
SFMG Wealth Advisors
Texas
$818K
RFA
1363
Register Financial Advisors
Georgia
$812K
CD
1364
Chapin Davis
Maryland
$811K
GIM
1365
Goelzer Investment Management
Indiana
$809K
WSA
1366
Wealth Science Advisors
Georgia
$807K
KA
1367
Kovack Advisors
Florida
$807K
SFG
1368
Sovereign Financial Group
Connecticut
$806K
CCA
1369
Coign Capital Advisors
Utah
$801K
Fuller & Thaler Asset Management
1370
Fuller & Thaler Asset Management
California
$800K
CFO
1371
Cambient Family Office
Michigan
$799K
A
1372
Argentarii
Ohio
$799K
VGDSS
1373
VUB Generali dochodkova spravcovska spolocnost
$797K
EW
1374
Evexia Wealth
Wisconsin
$796K
RSWM
1375
Robertson Stephens Wealth Management
California
$793K