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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
WH
1426
Willner & Heller
California
$733K
AA
1427
Apriem Advisors
California
$731K
PBO
1428
Peoples Bank (Ohio)
Ohio
$730K
KF
1429
KKM Financial
Illinois
$727K
AAS
1430
Ameritas Advisory Services
Nebraska
$725K
FFG
1431
Fortem Financial Group
California
$722K
IGGA
1432
Iron Gate Global Advisors
Utah
$722K
JCM
1433
Jacobi Capital Management
Pennsylvania
$720K
FAT
1434
First American Trust
California
$717K
WTC
1435
WhitTier Trust Company
Nevada
$715K
HFS
1436
Howard Financial Services
Texas
$715K
SOAM
1437
SBI Okasan Asset Management
Japan
$713K
SHFG
1438
S Harris Financial Group
Texas
$711K
TCM
1439
Tuttle Capital Management
Connecticut
$710K
MAM
1440
McLaughlin Asset Management
Illinois
$710K
BB
1441
Bell Bank
North Dakota
$709K
TWM
1442
TRB Wealth Management
Texas
$709K
NLGIA
1443
Nippon Life Global Investors Americas
New York
$704K
DT
1444
DV Trading
Illinois
$704K
CBA
1445
Coastal Bridge Advisors
Connecticut
$703K
FFBTD
1446
First Financial Bank - Trust Division
Ohio
$700K
TC
1447
TFR Capital
Texas
$699K
MCA
1448
Millennium Capital Advisors
Arkansas
$698K
FCG
1449
Fielder Capital Group
Tennessee
$696K
RDWM
1450
Red Door Wealth Management
Tennessee
$696K