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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
WTA
2176
Washington Trust Advisors
Massachusetts
$196K
FMII
2177
Farmers & Merchants Investments Inc
Nebraska
$194K
SAM
2178
Sherman Asset Management
California
$191K
HNB
2179
Hilltop National Bank
Wyoming
$183K
KFAS
2180
Keating Financial Advisory Services
Kansas
$180K
SGK
2181
Steigerwald Gordon & Koch
Virginia
$179K
MEG
2182
Millstone Evans Group
Colorado
$178K
HWA
2183
HHM Wealth Advisors
Tennessee
$176K
TFGT
2184
TS Financial Group (TSFG)
Illinois
$176K
GPI
2185
General Partner Inc
Pennsylvania
$174K
SEP
2186
Signature Equity Partners
Ohio
$172K
AI
2187
AXS Investments
New York
$171K
VEA
2188
Virtus ETF Advisers
New York
$170K
PAG
2189
Paladin Advisory Group
Iowa
$166K
CB
2190
Centennial Bank
Arkansas
$165K
MMG
2191
Monetary Management Group
Missouri
$165K
SWA
2192
SOA Wealth Advisors
New York
$162K
HDIM
2193
Hanson & Doremus Investment Management
Vermont
$160K
MCM
2194
MV Capital Management
Maryland
$160K
SWA
2195
Strategic Wealth Advisors
Arizona
$159K
TC
2196
Trust Company
Kansas
$158K
GWS
2197
Greykasell Wealth Strategies
California
$158K
YDMI
2198
Y.D. More Investments
Israel
$157K
BWL
2199
Bogart Wealth LLC
Virginia
$156K
CFD
2200
Creative Financial Designs
Indiana
$155K