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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
AFT
1476
Alpha Family Trust
California
$662K
BCA
1477
Bay Capital Advisors
Virginia
$662K
BWG
1478
Beta Wealth Group
California
$662K
RWM
1479
Riverbend Wealth Management
South Carolina
$661K
BOA
1480
Birnam Oak Advisors
New York
$658K
EGM
1481
Encore Global Management
Texas
$658K
SW
1482
SVB Wealth
Massachusetts
$656K
JTWM
1483
Jackson Thornton Wealth Management
Alabama
$653K
WIC
1484
Woodmont Investment Counsel
Tennessee
$651K
FIB
1485
First Interstate Bank
Montana
$651K
MA
1486
MJP Associates
Connecticut
$648K
WI
1487
WrapManager Inc
California
$647K
BWA
1488
Basecamp Wealth Advisors
Washington
$646K
MHR
1489
Matthew Hamilton Rosenberg
$644K
SWM
1490
Segment Wealth Management
Texas
$642K
Cohen & Steers
1491
Cohen & Steers
New York
$642K
GFA
1492
Gallagher Fiduciary Advisors
Illinois
$640K
KSB
1493
Kennebec Savings Bank
Maine
$640K
BMCM
1494
Bryn Mawr Capital Management
Pennsylvania
$639K
GCM
1495
Gibraltar Capital Management
Oklahoma
$639K
MHC
1496
May Hill Capital
Massachusetts
$639K
CAIM
1497
Catherine Avery Investment Management
Florida
$639K
NWWA
1498
New Wave Wealth Advisors
Arkansas
$636K
RPGK
1499
Retirement Planning Group (Kansas)
Kansas
$636K
NHT
1500
New Hampshire Trust
New Hampshire
$635K