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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
IF
1726
Integrity Financial
Wyoming
$416K
GPWM
1727
Grant Private Wealth Management
California
$415K
CF
1728
Claris Financial
Virginia
$415K
GC
1729
Gilbert & Cook
Iowa
$415K
EA
1730
Ellsworth Advisors
Ohio
$415K
GEA
1731
Glen Eagle Advisors
New Jersey
$413K
M
1732
MOTCO
Texas
$413K
FAM
1733
Flaharty Asset Management
Florida
$413K
PCA
1734
Purkiss Capital Advisors
Connecticut
$413K
BWM
1735
BankPlus Wealth Management
Mississippi
$412K
FFA
1736
Florida Financial Advisors
Florida
$412K
MIM
1737
Merrion Investment Management
New Jersey
$411K
EV
1738
EJMK Ventures
Illinois
$411K
MG
1739
Marex Group
$409K
LWL
1740
Leo Wealth LLC
Texas
$408K
DAM
1741
Doheny Asset Management
California
$407K
FFN
1742
Focus Financial Network
Minnesota
$406K
MWAM
1743
Manhattan West Asset Management
California
$406K
HWM
1744
Horizon Wealth Management
Illinois
$406K
UF
1745
Univest Financial
Pennsylvania
$404K
NCTC
1746
New Covenant Trust Company
Indiana
$403K
OFS
1747
OneAscent Financial Services
Alabama
$403K
FG
1748
Fiduciary Group
Georgia
$403K
MC
1749
Marest Capital
California
$401K
ABC
1750
Associated Banc-Corp
Wisconsin
$401K