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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
BO
1951
Bank OZK
Arkansas
$290K
QPWM
1952
Quadrant Private Wealth Management
Pennsylvania
$289K
MWM
1953
Maltin Wealth Management
New Jersey
$288K
WP
1954
Westmount Partners
California
$287K
CCG
1955
Catalina Capital Group
California
$287K
TAFW
1956
Tred Avon Family Wealth
Maryland
$286K
MSWM
1957
Master's Wealth Management
Pennsylvania
$286K
PWP
1958
Precedent Wealth Partners
Texas
$286K
AGC
1959
August Group Capital
$286K
SLC
1960
Second Line Capital
Louisiana
$286K
AWA
1961
AGH Wealth Advisors
Kansas
$285K
WAM
1962
Weatherly Asset Management
California
$285K
TAM
1963
Titleist Asset Management
Texas
$284K
BWM
1964
Brown Wealth Management
Illinois
$284K
SP
1965
Symmetry Partners
Connecticut
$284K
OCWP
1966
Owl Creek Wealth Partners
Colorado
$284K
MWM
1967
MinichMacGregor Wealth Management
New York
$283K
WIM
1968
Warwick Investment Management
Texas
$281K
AWM
1969
Aries Wealth Management
Maine
$281K
CMBA
1970
C.M. Bidwell & Associates
Hawaii
$281K
SL
1971
Summitry LLC
California
$281K
KIG
1972
Kennedy Investment Group
New Jersey
$280K
Hotchkis & Wiley Capital Management
1973
Hotchkis & Wiley Capital Management
California
$280K
BAM
1974
Brave Asset Management
New Jersey
$280K
IHL
1975
Investment House LLC
California
$280K