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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
SFC
1776
Strategic Financial Concepts
Texas
$378K
GSIS
1777
Global Strategic Investment Solutions
Arizona
$378K
HDA
1778
Harold Davidson & Associates
California
$377K
BWM
1779
Bulltick Wealth Management
Florida
$375K
SAM
1780
Secure Asset Management
Michigan
$375K
OCM
1781
Osterweis Capital Management
California
$375K
SIC
1782
Samalin Investment Counsel
New York
$374K
ONST
1783
Old North State Trust
North Carolina
$374K
CS
1784
Capital Square
Tennessee
$374K
TPA
1785
Trivium Point Advisory
Connecticut
$373K
RWM
1786
RKL Wealth Management
Pennsylvania
$373K
BAS
1787
Breakthru Advisory Services
Wisconsin
$372K
MHWM
1788
Montz Harcus Wealth Management
Louisiana
$372K
CA
1789
Crewe Advisors
Utah
$372K
WDG
1790
Wealth Dimensions Group
Ohio
$371K
NG
1791
Novem Group
New York
$370K
NSAM
1792
North Star Asset Management
Wisconsin
$369K
LGG
1793
Luts & Greenleigh Group
Maryland
$368K
CFA
1794
CWS Financial Advisors
Michigan
$368K
OFO
1795
OneAscent Family Office
Alabama
$367K
WDC
1796
Woodward Diversified Capital
California
$367K
WGAM
1797
Wilkinson Global Asset Management
New York
$365K
NSUP
1798
NLB Skladi upravljanje premozenja
$365K
AMBIA
1799
Allen Mooney & Barnes Investment Advisors
Georgia
$364K
MWPCG
1800
Measured Wealth Private Client Group
New Hampshire
$363K