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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
SOAMC
1626
Spirit of America Management Corp
New York
$494K
CCM
1627
CFO Capital Management
Connecticut
$494K
TAP
1628
TSG Advice Partners
Ohio
$493K
KCP
1629
Kera Capital Partners
California
$491K
AWG
1630
Altus Wealth Group
Colorado
$491K
OF
1631
Optimize Financial
California
$489K
BONST
1632
Bank of Nova Scotia Trust
Ontario, Canada
$489K
BFC
1633
Blue Fin Capital
Rhode Island
$488K
JC
1634
JM2 Capital
Oklahoma
$486K
WBG
1635
Wharton Business Group
Pennsylvania
$486K
ORC
1636
O'Rourke & Company
Massachusetts
$485K
FOA
1637
Five Oceans Advisors
California
$485K
AA
1638
Auxano Advisors
Washington
$484K
EPW
1639
Endeavor Private Wealth
Kansas
$483K
PWM
1640
Partners Wealth Management
California
$482K
FAFN
1641
First Affirmative Financial Network
Colorado
$481K
OC
1642
Oakworth Capital
Alabama
$481K
ASBI
1643
American State Bank (Iowa)
Iowa
$481K
CIC
1644
Crawford Investment Counsel
Georgia
$481K
PPC
1645
Park Place Capital
Alabama
$480K
NWA
1646
Navis Wealth Advisors
New York
$480K
FC
1647
Fulcrum Capital
Washington
$476K
5NPW
1648
55 North Private Wealth
Florida
$475K
WFI
1649
West Family Investments
California
$475K
SAA
1650
Southeast Asset Advisors
Georgia
$475K