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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
CBT
1501
Crews Bank & Trust
Florida
$635K
DDC
1502
DF Dent & Co
Maryland
$634K
FFG
1503
Frisch Financial Group
New York
$631K
SEIA
1504
Signature Estate & Investment Advisors
California
$630K
PCA
1505
Pallas Capital Advisors
Massachusetts
$630K
SP
1506
SmartHarvest Portfolios
Washington
$630K
DJSG
1507
D.J. St. Germain
Massachusetts
$629K
CPC
1508
Congress Park Capital
New York
$627K
BAM
1509
Broyhill Asset Management
North Carolina
$626K
CTC
1510
Cetera Trust Company
Minnesota
$626K
WA1
1511
Wimmer Associates 1
California
$626K
OWP
1512
Obermeyer Wealth Partners
Colorado
$625K
SMWM
1513
Silvia McColl Wealth Management
California
$622K
CWM
1514
Connecticut Wealth Management
Connecticut
$621K
MSA
1515
Marino Stram & Associates
Massachusetts
$620K
CIS
1516
Capital International Sarl
California
$618K
CFM
1517
Catalyst Funds Management
Australia
$618K
NFG
1518
Northbridge Financial Group
Florida
$617K
HGA
1519
Hobbs Group Advisors
South Carolina
$615K
IWA
1520
Inspirion Wealth Advisors
Illinois
$615K
UBV
1521
United Bank (Virginia)
Virginia
$615K
OC
1522
Opinicus Capital
Florida
$613K
FAMI
1523
Fideuram Asset Management (Ireland)
$612K
CWS
1524
Cypress Wealth Services
California
$610K
IAS
1525
Integrity Advisory Solutions
Texas
$610K