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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
EC
2001
EntryPoint Capital
New York
$266K
WAG
2002
Wallace Advisory Group
California
$266K
WHG
2003
Westwood Holdings Group
Texas
$266K
WTB
2004
Washington Trust Bank
Washington
$265K
RPSA
2005
Richard P. Slaughter Associates
Texas
$265K
CCA
2006
Carrera Capital Advisors
Michigan
$264K
EBSAM
2007
Eubel Brady & Suttman Asset Management
Ohio
$264K
GPFA
2008
Game Plan Financial Advisors
Ohio
$263K
MFS
2009
McNamara Financial Services
Massachusetts
$263K
NI
2010
Natural Investments
California
$263K
1IA
2011
1834 Investment Advisors
Wisconsin
$263K
GIA
2012
GHP Investment Advisors
Colorado
$263K
OM
2013
OV Management
Minnesota
$262K
GA
2014
Goldstein Advisors
Wisconsin
$259K
PHS
2015
Pekin Hardy Strauss
Illinois
$259K
SMC
2016
Smith, Moore & Co
Missouri
$258K
NQWM
2017
Northwest Quadrant Wealth Management
Oregon
$258K
REMPR
2018
Roof Eidam Maycock Peralta (REMP)
California
$257K
BW
2019
Bravera Wealth
North Dakota
$256K
BIG
2020
Brookwood Investment Group
Arizona
$255K
BFM
2021
Boothbay Fund Management
New York
$255K
LC
2022
Landaas & Company
Wisconsin
$254K
FA
2023
Fiducient Advisors
Illinois
$254K
VFG
2024
Valley Financial Group
Pennsylvania
$254K
FC
2025
Financial Council
Maryland
$254K