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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
EA
1726
Ellsworth Advisors
Ohio
$415K
GEA
1727
Glen Eagle Advisors
New Jersey
$413K
M
1728
MOTCO
Texas
$413K
FAM
1729
Flaharty Asset Management
Florida
$413K
PCA
1730
Purkiss Capital Advisors
Connecticut
$413K
BWM
1731
BankPlus Wealth Management
Mississippi
$412K
FFA
1732
Florida Financial Advisors
Florida
$412K
MIM
1733
Merrion Investment Management
New Jersey
$411K
EV
1734
EJMK Ventures
Illinois
$411K
MG
1735
Marex Group
$409K
LWL
1736
Leo Wealth LLC
Texas
$408K
DAM
1737
Doheny Asset Management
California
$407K
FFN
1738
Focus Financial Network
Minnesota
$406K
MWAM
1739
Manhattan West Asset Management
California
$406K
HWM
1740
Horizon Wealth Management
Illinois
$406K
UF
1741
Univest Financial
Pennsylvania
$404K
NCTC
1742
New Covenant Trust Company
Indiana
$403K
OFS
1743
OneAscent Financial Services
Alabama
$403K
FG
1744
Fiduciary Group
Georgia
$403K
MC
1745
Marest Capital
California
$401K
ABC
1746
Associated Banc-Corp
Wisconsin
$401K
SWM
1747
Steinberganna Wealth Management
New York
$399K
KWM
1748
Keebeck Wealth Management
Illinois
$399K
GWANC
1749
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K
BFA
1750
Bragg Financial Advisors
North Carolina
$398K