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Morgan Stanley

2,483 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, 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
2,483
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
FMII
2176
Farmers & Merchants Investments Inc
Nebraska
$194K
SAM
2177
Sherman Asset Management
California
$191K
HNB
2178
Hilltop National Bank
Wyoming
$183K
KFAS
2179
Keating Financial Advisory Services
Kansas
$180K
SGK
2180
Steigerwald Gordon & Koch
Virginia
$179K
MEG
2181
Millstone Evans Group
Colorado
$178K
HWA
2182
HHM Wealth Advisors
Tennessee
$176K
TFGT
2183
TS Financial Group (TSFG)
Illinois
$176K
GPI
2184
General Partner Inc
Pennsylvania
$174K
SEP
2185
Signature Equity Partners
Ohio
$172K
AI
2186
AXS Investments
New York
$171K
VEA
2187
Virtus ETF Advisers
New York
$170K
PAG
2188
Paladin Advisory Group
Iowa
$166K
CB
2189
Centennial Bank
Arkansas
$165K
MMG
2190
Monetary Management Group
Missouri
$165K
SWA
2191
SOA Wealth Advisors
New York
$162K
HDIM
2192
Hanson & Doremus Investment Management
Vermont
$160K
MCM
2193
MV Capital Management
Maryland
$160K
SWA
2194
Strategic Wealth Advisors
Arizona
$159K
TC
2195
Trust Company
Kansas
$158K
GWS
2196
Greykasell Wealth Strategies
California
$158K
YDMI
2197
Y.D. More Investments
Israel
$157K
BWL
2198
Bogart Wealth LLC
Virginia
$156K
CFD
2199
Creative Financial Designs
Indiana
$155K
CSC
2200
Caldwell Sutter Capital
California
$151K