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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
AFA
1451
AA Financial Advisors
Ohio
$695K
CWM
1452
Centric Wealth Management
Illinois
$695K
PCMNC
1453
Piedmont Capital Management (North Carolina)
North Carolina
$692K
AIA
1454
Arbor Investment Advisors
North Carolina
$687K
EWA
1455
Exencial Wealth Advisors
Oklahoma
$686K
PNC
1456
Park National Corp
Ohio
$683K
VA
1457
Valmark Advisers
Ohio
$683K
MC
1458
Moors & Cabot
Massachusetts
$683K
CA
1459
Claro Advisors
Massachusetts
$681K
AWAP
1460
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$680K
SM
1461
Salzhauer Michael
$680K
HIC
1462
Holderness Investments Company
North Carolina
$679K
AP
1463
Anchyra Partners
Georgia
$676K
RIA
1464
Richwood Investment Advisors
Ohio
$676K
MAMU
1465
Myriad Asset Management US
Florida
$674K
SAM
1466
Strategy Asset Managers
California
$673K
SWM
1467
SeaCrest Wealth Management
New York
$673K
XSC
1468
X-Square Capital
Puerto Rico
$671K
DE
1469
Defiance ETFs
New York
$671K
BBA
1470
Baader Bank Aktiengesellschaft
Germany
$669K
SFP
1471
Shepherd Financial Partners
Massachusetts
$667K
WPC
1472
Waters Parkerson & Co
Louisiana
$667K
CH
1473
Cromwell Holdings
Wyoming
$664K
AFT
1474
Alpha Family Trust
California
$662K
BCA
1475
Bay Capital Advisors
Virginia
$662K