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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
SEIA
1501
Signature Estate & Investment Advisors
California
$630K
PCA
1502
Pallas Capital Advisors
Massachusetts
$630K
SP
1503
SmartHarvest Portfolios
Washington
$630K
DJSG
1504
D.J. St. Germain
Massachusetts
$629K
CPC
1505
Congress Park Capital
New York
$627K
BAM
1506
Broyhill Asset Management
North Carolina
$626K
CTC
1507
Cetera Trust Company
Minnesota
$626K
WA1
1508
Wimmer Associates 1
California
$626K
OWP
1509
Obermeyer Wealth Partners
Colorado
$625K
SMWM
1510
Silvia McColl Wealth Management
California
$622K
CWM
1511
Connecticut Wealth Management
Connecticut
$621K
MSA
1512
Marino Stram & Associates
Massachusetts
$620K
CIS
1513
Capital International Sarl
California
$618K
CFM
1514
Catalyst Funds Management
Australia
$618K
NFG
1515
Northbridge Financial Group
Florida
$617K
HGA
1516
Hobbs Group Advisors
South Carolina
$615K
IWA
1517
Inspirion Wealth Advisors
Illinois
$615K
UBV
1518
United Bank (Virginia)
Virginia
$615K
OC
1519
Opinicus Capital
Florida
$613K
FAMI
1520
Fideuram Asset Management (Ireland)
$612K
CWS
1521
Cypress Wealth Services
California
$610K
IAS
1522
Integrity Advisory Solutions
Texas
$610K
WB
1523
Webster Bank
Connecticut
$608K
TA
1524
Tactive Advisors
Florida
$607K
TWM
1525
Topsail Wealth Management
North Carolina
$606K