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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
EFG
2151
Embree Financial Group
Illinois
$206K
OL
2152
one8zero8 LLC
North Carolina
$206K
SC
2153
Stephenson & Company
California
$206K
MCC
2154
Money Concepts Capital
Florida
$205K
SCP
2155
Sivia Capital Partners
California
$205K
LCM
2156
Leisure Capital Management
California
$205K
XWL
2157
XXI Wealth LLC
Illinois
$205K
ACM
2158
Anfield Capital Management
California
$204K
CG
2159
CFO4Life Group
Texas
$204K
BW
2160
BIP Wealth
Georgia
$203K
WAM
2161
Walker Asset Management
Missouri
$203K
RWA
2162
Reicon Wealth Advisors
Georgia
$202K
EWA
2163
Eagle Wealth Advisors
Connecticut
$202K
GPW
2164
Genesis Private Wealth
Virginia
$202K
SFG
2165
Sunburst Financial Group
Alabama
$202K
FSAG
2166
Financial Solutions Advisory Group
Illinois
$202K
IF
2167
IRON Financial
Illinois
$202K
CT
2168
Colonial Trust
South Carolina
$201K
JSAM
2169
J. Safra Asset Management
New York
$201K
ABTD
2170
Arvest Bank Trust Division
Oklahoma
$200K
BEC
2171
Blue Edge Capital
Virginia
$200K
WTA
2172
Washington Trust Advisors
Massachusetts
$196K
FMII
2173
Farmers & Merchants Investments Inc
Nebraska
$194K
SAM
2174
Sherman Asset Management
California
$191K
HNB
2175
Hilltop National Bank
Wyoming
$183K