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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
PSCM
1926
Per Stirling Capital Management
Texas
$301K
BWM
1927
BlackDiamond Wealth Management
New York
$301K
PTFIS
1928
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$301K
SWM
1929
Silverlake Wealth Management
Vermont
$301K
DOA
1930
D'Orazio & Associates
Virginia
$300K
PK
1931
Pflug Koory
Nebraska
$300K
NWM
1932
Nolet Wealth Management
Texas
$300K
BPW
1933
Bingham Private Wealth
California
$300K
CWS
1934
Confluence Wealth Services
Pennsylvania
$300K
TWP
1935
Tyche Wealth Partners
Texas
$299K
MM
1936
MQS Management
New York
$298K
SMA
1937
Seven Mile Advisory
New Jersey
$297K
AIM
1938
Athena Investment Management
California
$297K
RC
1939
Reik & Co
New York
$296K
EW
1940
Entruity Wealth
California
$296K
NCM
1941
Neumann Capital Management
California
$296K
BWM
1942
BAM Wealth Management
Colorado
$295K
NSB
1943
Norway Savings Bank
Maine
$294K
BSG
1944
Black Swift Group
Colorado
$292K
WA
1945
WealthTrust Axiom
Pennsylvania
$291K
CBT
1946
Central Bank & Trust
Kentucky
$291K
OPTFSNA
1947
Old Point Trust & Financial Services N A
Virginia
$291K
EWM
1948
Edge Wealth Management
New York
$291K
RA
1949
Rise Advisors
New York
$291K
HL
1950
HeadInvest LLC
Maine
$291K