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