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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
AL
1551
Aspiriant LLC
California
$576K
HBW
1552
Hazlett, Burt & Watson
West Virginia
$575K
FNB
1553
Farmers National Bank
Kentucky
$574K
KFGK
1554
Keystone Financial Group (Kentucky)
Kentucky
$571K
IWA
1555
IVC Wealth Advisors
Pennsylvania
$571K
BOH
1556
Bank of Hawaii
Hawaii
$568K
TCM
1557
Teza Capital Management
Illinois
$566K
AFG
1558
Allegheny Financial Group
Pennsylvania
$565K
DIA
1559
Davidson Investment Advisors
Montana
$564K
CBOR
1560
Community Bank of Raymore
Missouri
$563K
NDSI
1561
Newman Dignan & Sheerar Inc
Rhode Island
$563K
KWM
1562
Kingsman Wealth Management
Florida
$562K
HCP
1563
Hexagon Capital Partners
Arkansas
$559K
TIA
1564
Tiemann Investment Advisors
California
$559K
CUAMC
1565
China Universal Asset Management Company
China
$556K
SC
1566
Sierra Capital
Florida
$556K
FI
1567
Fosun International
China
$556K
WA
1568
Waddell & Associates
Tennessee
$554K
EFG
1569
Ethos Financial Group
Pennsylvania
$554K
CA
1570
Cache Advisors
California
$553K
ANBT
1571
American National Bank & Trust
Texas
$553K
QFA
1572
Quantum Financial Advisors
California
$552K
BWP
1573
Balboa Wealth Partners
Arizona
$552K
SWRP
1574
Summit Wealth & Retirement Planning
California
$552K
CP
1575
Castleview Partners
Texas
$552K