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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
RDWM
1451
Red Door Wealth Management
Tennessee
$696K
AFA
1452
AA Financial Advisors
Ohio
$695K
CWM
1453
Centric Wealth Management
Illinois
$695K
PCMNC
1454
Piedmont Capital Management (North Carolina)
North Carolina
$692K
AIA
1455
Arbor Investment Advisors
North Carolina
$687K
EWA
1456
Exencial Wealth Advisors
Oklahoma
$686K
PNC
1457
Park National Corp
Ohio
$683K
VA
1458
Valmark Advisers
Ohio
$683K
MC
1459
Moors & Cabot
Massachusetts
$683K
CA
1460
Claro Advisors
Massachusetts
$681K
AWAP
1461
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$680K
SM
1462
Salzhauer Michael
$680K
HIC
1463
Holderness Investments Company
North Carolina
$679K
AP
1464
Anchyra Partners
Georgia
$676K
RIA
1465
Richwood Investment Advisors
Ohio
$676K
MAMU
1466
Myriad Asset Management US
Florida
$674K
SAM
1467
Strategy Asset Managers
California
$673K
SWM
1468
SeaCrest Wealth Management
New York
$673K
XSC
1469
X-Square Capital
Puerto Rico
$671K
DE
1470
Defiance ETFs
New York
$671K
BBA
1471
Baader Bank Aktiengesellschaft
Germany
$669K
SFP
1472
Shepherd Financial Partners
Massachusetts
$667K
WPC
1473
Waters Parkerson & Co
Louisiana
$667K
CH
1474
Cromwell Holdings
Wyoming
$664K
AFT
1475
Alpha Family Trust
California
$662K