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Morgan Stanley

2,484 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, 1,041 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
2,484
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
EW
1376
Evexia Wealth
Wisconsin
$796K
RSWM
1377
Robertson Stephens Wealth Management
California
$793K
SGI
1378
Summit Global Investments
Utah
$789K
BSTWA
1379
Blake Schutter Theil Wealth Advisors
Ohio
$787K
I2I
1380
Insight 2811 Inc
Illinois
$787K
AWA
1381
Alta Wealth Advisors
Massachusetts
$786K
AIM
1382
Anchor Investment Management
South Carolina
$786K
GCP
1383
GSA Capital Partners
United Kingdom
$785K
NSIM
1384
North Star Investment Management
Illinois
$781K
HIA
1385
Harbor Investment Advisory
Maryland
$781K
OIM
1386
Orca Investment Management
Oregon
$777K
TBT
1387
Texas Bank & Trust
Texas
$772K
RC
1388
Roundview Capital
New Jersey
$770K
ST
1389
Smithfield Trust
Pennsylvania
$770K
GFPC
1390
Global Financial Private Client
Florida
$769K
WCM
1391
Washburn Capital Management
Florida
$769K
DIP
1392
DT Investment Partners
Pennsylvania
$769K
HCM
1393
Howard Capital Management
Georgia
$766K
CHAM
1394
Clear Harbor Asset Management
Connecticut
$763K
LCM
1395
Lazari Capital Management
California
$761K
CSPIA
1396
Cary Street Partners Investment Advisory
Virginia
$760K
DE
1397
Diversified Enterprises
Delaware
$760K
AA
1398
Alta Advisers
United Kingdom
$759K
SC
1399
Saiph Capital
New Jersey
$759K
MPWS
1400
McCarter Private Wealth Services
Massachusetts
$758K