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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
RMAM
1426
Raab & Moskowitz Asset Management
New Jersey
$735K
DAM
1427
Directional Asset Management
Illinois
$734K
WH
1428
Willner & Heller
California
$733K
AA
1429
Apriem Advisors
California
$731K
PBO
1430
Peoples Bank (Ohio)
Ohio
$730K
KF
1431
KKM Financial
Illinois
$727K
AAS
1432
Ameritas Advisory Services
Nebraska
$725K
FFG
1433
Fortem Financial Group
California
$722K
IGGA
1434
Iron Gate Global Advisors
Utah
$722K
JCM
1435
Jacobi Capital Management
Pennsylvania
$720K
FAT
1436
First American Trust
California
$717K
WTC
1437
WhitTier Trust Company
Nevada
$715K
HFS
1438
Howard Financial Services
Texas
$715K
SOAM
1439
SBI Okasan Asset Management
Japan
$713K
SHFG
1440
S Harris Financial Group
Texas
$711K
TCM
1441
Tuttle Capital Management
Connecticut
$710K
MAM
1442
McLaughlin Asset Management
Illinois
$710K
BB
1443
Bell Bank
North Dakota
$709K
TWM
1444
TRB Wealth Management
Texas
$709K
NLGIA
1445
Nippon Life Global Investors Americas
New York
$704K
DT
1446
DV Trading
Illinois
$704K
CBA
1447
Coastal Bridge Advisors
Connecticut
$703K
FFBTD
1448
First Financial Bank - Trust Division
Ohio
$700K
TC
1449
TFR Capital
Texas
$699K
MCA
1450
Millennium Capital Advisors
Arkansas
$698K