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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
PCM
1901
Polymer Capital Management
New York
$310K
PHAM
1902
Palisades Hudson Asset Management
Florida
$309K
SP
1903
Stonebrook Private
Michigan
$309K
ACA
1904
Atlas Capital Advisors
Wyoming
$309K
TW
1905
Tempo Wealth
Ohio
$309K
OPCM
1906
Osborne Partners Capital Management
California
$309K
VAG
1907
VisionPoint Advisory Group
Texas
$309K
DWS
1908
Discipline Wealth Solutions
South Carolina
$308K
KWMG
1909
King Wealth Management Group
Florida
$308K
BHIA
1910
Birch Hill Investment Advisors
Massachusetts
$308K
LWM
1911
LJI Wealth Management
Indiana
$308K
SFS
1912
Sharp Financial Services
Pennsylvania
$307K
SPC
1913
Spirepoint Private Client
Florida
$306K
GIM
1914
Gold Investment Management
Alberta, Canada
$305K
TWM
1915
TopTier Wealth Management
Wisconsin
$305K
WCFA
1916
Walkner Condon Financial Advisors
Wisconsin
$304K
BWM
1917
BKM Wealth Management
Wisconsin
$304K
LI
1918
Lafayette Investments
Maryland
$304K
HCWM
1919
Hidden Cove Wealth Management
Washington
$304K
OCM
1920
Objective Capital Management
Ohio
$303K
HFP
1921
Holistic Financial Partners
Indiana
$303K
JFGLC
1922
Johnson Financial Group LLC (Colorado)
Colorado
$303K
FWA
1923
FSM Wealth Advisors
Ohio
$303K
TSMHT
1924
Thurston Springer Miller Herd & Titak
Indiana
$303K
KBFS
1925
Kohmann Bosshard Financial Services
Ohio
$301K