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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
GLA
1526
Great Lakes Advisors
Illinois
$604K
WPW
1527
Waldron Private Wealth
Pennsylvania
$602K
OA
1528
Oasis Advisors
Iowa
$602K
BWAM
1529
Blue Water Asset Management
Michigan
$599K
LWP
1530
LeClair Wealth Partners
Ohio
$599K
JCIA
1531
Jackson Creek Investment Advisors
Colorado
$597K
OAM
1532
Ostrum Asset Management
France
$597K
MCCA
1533
Mill Creek Capital Advisors
Pennsylvania
$596K
PCM
1534
Payne Capital Management
New York
$594K
WC
1535
Waterloo Capital
Texas
$594K
TW
1536
TritonPoint Wealth
Maryland
$593K
CFG
1537
Copley Financial Group
California
$591K
IIL
1538
Income Insurance Ltd
$591K
DSC
1539
Duncker Streett & Co
Missouri
$589K
CCMT
1540
CMT Capital Markets Trading
Germany
$588K
CIM
1541
Contravisory Investment Management
Massachusetts
$587K
PWMG
1542
Prestige Wealth Management Group
New Jersey
$587K
LNB
1543
Ledyard National Bank
$586K
MTIC
1544
Missouri Trust & Investment Company
Missouri
$586K
PVI
1545
Pine Valley Investments
New Jersey
$585K
AHL
1546
Abel Hall LLC
Louisiana
$582K
PWP
1547
Perfromance Wealth Partners
Illinois
$582K
WIS
1548
Wright Investors Service
Connecticut
$578K
MIC
1549
Means Investment Company
Maine
$576K
PI
1550
Parkside Investments
Illinois
$576K