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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
WIS
1551
Wright Investors Service
Connecticut
$578K
MIC
1552
Means Investment Company
Maine
$576K
PI
1553
Parkside Investments
Illinois
$576K
AL
1554
Aspiriant LLC
California
$576K
HBW
1555
Hazlett, Burt & Watson
West Virginia
$575K
FNB
1556
Farmers National Bank
Kentucky
$574K
KFGK
1557
Keystone Financial Group (Kentucky)
Kentucky
$571K
IWA
1558
IVC Wealth Advisors
Pennsylvania
$571K
BOH
1559
Bank of Hawaii
Hawaii
$568K
TCM
1560
Teza Capital Management
Illinois
$566K
AFG
1561
Allegheny Financial Group
Pennsylvania
$565K
DIA
1562
Davidson Investment Advisors
Montana
$564K
CBOR
1563
Community Bank of Raymore
Missouri
$563K
NDSI
1564
Newman Dignan & Sheerar Inc
Rhode Island
$563K
KWM
1565
Kingsman Wealth Management
Florida
$562K
HCP
1566
Hexagon Capital Partners
Arkansas
$559K
TIA
1567
Tiemann Investment Advisors
California
$559K
CUAMC
1568
China Universal Asset Management Company
China
$556K
SC
1569
Sierra Capital
Florida
$556K
FI
1570
Fosun International
China
$556K
WA
1571
Waddell & Associates
Tennessee
$554K
EFG
1572
Ethos Financial Group
Pennsylvania
$554K
CA
1573
Cache Advisors
California
$553K
ANBT
1574
American National Bank & Trust
Texas
$553K
QFA
1575
Quantum Financial Advisors
California
$552K