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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
WB
1526
Webster Bank
Connecticut
$608K
TA
1527
Tactive Advisors
Florida
$607K
TWM
1528
Topsail Wealth Management
North Carolina
$606K
GLA
1529
Great Lakes Advisors
Illinois
$604K
WPW
1530
Waldron Private Wealth
Pennsylvania
$602K
OA
1531
Oasis Advisors
Iowa
$602K
BWAM
1532
Blue Water Asset Management
Michigan
$599K
LWP
1533
LeClair Wealth Partners
Ohio
$599K
JCIA
1534
Jackson Creek Investment Advisors
Colorado
$597K
OAM
1535
Ostrum Asset Management
France
$597K
MCCA
1536
Mill Creek Capital Advisors
Pennsylvania
$596K
PCM
1537
Payne Capital Management
New York
$594K
WC
1538
Waterloo Capital
Texas
$594K
TW
1539
TritonPoint Wealth
Maryland
$593K
CFG
1540
Copley Financial Group
California
$591K
IIL
1541
Income Insurance Ltd
$591K
DSC
1542
Duncker Streett & Co
Missouri
$589K
CCMT
1543
CMT Capital Markets Trading
Germany
$588K
CIM
1544
Contravisory Investment Management
Massachusetts
$587K
PWMG
1545
Prestige Wealth Management Group
New Jersey
$587K
LNB
1546
Ledyard National Bank
$586K
MTIC
1547
Missouri Trust & Investment Company
Missouri
$586K
PVI
1548
Pine Valley Investments
New Jersey
$585K
AHL
1549
Abel Hall LLC
Louisiana
$582K
PWP
1550
Perfromance Wealth Partners
Illinois
$582K