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Morgan Stanley

2,483 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, 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
2,483
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
TA
1526
Tactive Advisors
Florida
$607K
TWM
1527
Topsail Wealth Management
North Carolina
$606K
GLA
1528
Great Lakes Advisors
Illinois
$604K
WPW
1529
Waldron Private Wealth
Pennsylvania
$602K
OA
1530
Oasis Advisors
Iowa
$602K
BWAM
1531
Blue Water Asset Management
Michigan
$599K
LWP
1532
LeClair Wealth Partners
Ohio
$599K
JCIA
1533
Jackson Creek Investment Advisors
Colorado
$597K
OAM
1534
Ostrum Asset Management
France
$597K
MCCA
1535
Mill Creek Capital Advisors
Pennsylvania
$596K
PCM
1536
Payne Capital Management
New York
$594K
WC
1537
Waterloo Capital
Texas
$594K
TW
1538
TritonPoint Wealth
Maryland
$593K
CFG
1539
Copley Financial Group
California
$591K
IIL
1540
Income Insurance Ltd
$591K
DSC
1541
Duncker Streett & Co
Missouri
$589K
CCMT
1542
CMT Capital Markets Trading
Germany
$588K
CIM
1543
Contravisory Investment Management
Massachusetts
$587K
PWMG
1544
Prestige Wealth Management Group
New Jersey
$587K
LNB
1545
Ledyard National Bank
$586K
MTIC
1546
Missouri Trust & Investment Company
Missouri
$586K
PVI
1547
Pine Valley Investments
New Jersey
$585K
AHL
1548
Abel Hall LLC
Louisiana
$582K
PWP
1549
Perfromance Wealth Partners
Illinois
$582K
WIS
1550
Wright Investors Service
Connecticut
$578K