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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
BBWA
1401
Bell & Brown Wealth Advisors
California
$755K
ACA
1402
Arsenal Capital Advisors
Pennsylvania
$754K
ACM
1403
Ashford Capital Management
Delaware
$752K
TWM
1404
Trueblood Wealth Management
Ohio
$751K
RIG
1405
Renaissance Investment Group
Massachusetts
$749K
CVM
1406
Cheviot Value Management
California
$749K
FBT
1407
First Bank & Trust
South Dakota
$748K
ACG
1408
Allen Capital Group
Nebraska
$748K
IP
1409
Indivisible Partners
Florida
$746K
GWM
1410
Goldenstone Wealth Management
California
$746K
PFT
1411
Providence First Trust
Arizona
$746K
CB
1412
CNB Bank
Pennsylvania
$745K
HFM
1413
Harvest Fund Management
China
$744K
LC
1414
Lavaca Capital
Texas
$742K
CA
1415
Continuum Advisory
Idaho
$741K
ERIC
1416
Eagle Rock Investment Company
Georgia
$741K
GWM
1417
Geneos Wealth Management
Colorado
$741K
HI
1418
Hudock Inc
Pennsylvania
$740K
SPW
1419
Signet Private Wealth
Illinois
$739K
LCGC
1420
Legacy Capital Group California
California
$738K
VNT
1421
Vanguard National Trust
Pennsylvania
$738K
AGWCA
1422
Annis Gardner Whiting Capital Advisors
Florida
$737K
OL
1423
Optas LLC
Texas
$737K
RMAM
1424
Raab & Moskowitz Asset Management
New Jersey
$735K
DAM
1425
Directional Asset Management
Illinois
$734K