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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
KIG
1976
Kennedy Investment Group
New Jersey
$280K
Hotchkis & Wiley Capital Management
1977
Hotchkis & Wiley Capital Management
California
$280K
BAM
1978
Brave Asset Management
New Jersey
$280K
IHL
1979
Investment House LLC
California
$280K
LFP
1980
Leeward Financial Partners
Washington
$279K
SIA
1981
Strategic Investment Advisors
Michigan
$278K
FGA
1982
Fortis Group Advisors
New Jersey
$275K
SPWM
1983
Schrum Private Wealth Management
Florida
$275K
MGWM
1984
Marks Group Wealth Management
Minnesota
$273K
FWP
1985
Falcon Wealth Planning
California
$273K
AI
1986
Auour Investments
Massachusetts
$273K
CCG
1987
Cypress Capital Group
Florida
$272K
KIM
1988
Kestra Investment Management
Texas
$271K
ATS
1989
Ashton Thomas Securities
New York
$271K
FVWA
1990
Foster Victor Wealth Advisors
South Carolina
$271K
CWM
1991
Centurion Wealth Management
Virginia
$271K
TFM
1992
TFC Financial Management
Massachusetts
$270K
JAG
1993
Journey Advisory Group
Kentucky
$270K
AAG
1994
Armstrong Advisory Group
Massachusetts
$270K
GKWIM
1995
Gerber Kawasaki Wealth & Investment Management
California
$270K
BLC
1996
Brown, Lisle/Cummings
Rhode Island
$269K
BL
1997
Balentine LLC
Georgia
$269K
BWAM
1998
Boyd Watterson Asset Management
Ohio
$269K
LFM
1999
LGT Fund Management
Liechtenstein
$268K
HIA
2000
HTG Investment Advisors
Connecticut
$268K