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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
SFG
1626
Southern Financial Group
Alabama
$497K
CW
1627
Code Waechter
Florida
$497K
DMBA
1628
Deseret Mutual Benefit Administrators
Utah
$497K
AC
1629
Armistice Capital
New York
$497K
CCM
1630
CFO Capital Management
Connecticut
$494K
SOAMC
1631
Spirit of America Management Corp
New York
$494K
TAP
1632
TSG Advice Partners
Ohio
$493K
KCP
1633
Kera Capital Partners
California
$491K
AWG
1634
Altus Wealth Group
Colorado
$491K
OF
1635
Optimize Financial
California
$489K
BONST
1636
Bank of Nova Scotia Trust
Ontario, Canada
$489K
BFC
1637
Blue Fin Capital
Rhode Island
$488K
JC
1638
JM2 Capital
Oklahoma
$486K
WBG
1639
Wharton Business Group
Pennsylvania
$486K
ORC
1640
O'Rourke & Company
Massachusetts
$485K
FOA
1641
Five Oceans Advisors
California
$485K
AA
1642
Auxano Advisors
Washington
$484K
EPW
1643
Endeavor Private Wealth
Kansas
$483K
PWM
1644
Partners Wealth Management
California
$482K
FAFN
1645
First Affirmative Financial Network
Colorado
$481K
OC
1646
Oakworth Capital
Alabama
$481K
ASBI
1647
American State Bank (Iowa)
Iowa
$481K
CIC
1648
Crawford Investment Counsel
Georgia
$481K
PPC
1649
Park Place Capital
Alabama
$480K
NWA
1650
Navis Wealth Advisors
New York
$480K