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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
KA
2201
Kozak & Associates
Colorado
$149K
RFS
2202
Richardson Financial Services
Massachusetts
$147K
GF
2203
GGM Financials
Ohio
$147K
AA
2204
Ancora Advisors
Ohio
$145K
OAJ
2205
Ogorek Anthony Joseph
New York
$143K
LI
2206
LRI Investments
Florida
$143K
SA
2207
SRH Advisors
Kansas
$135K
TIM
2208
Thompson Investment Management
Wisconsin
$133K
GG
2209
Gleason Group
Kentucky
$133K
SMBT
2210
Southern Michigan Bank & Trust
Michigan
$132K
PCC
2211
Park Circle Company
Maryland
$132K
CWM
2212
Cranbrook Wealth Management
Michigan
$130K
ORAM
2213
One River Asset Management
Connecticut
$126K
WA
2214
WPG Advisers
Maryland
$125K
HPWM
2215
High Point Wealth Management
New Jersey
$121K
AWM
2216
Ameliora Wealth Management
Switzerland
$119K
1M
2217
1248 Management
Missouri
$118K
CPG
2218
Cornerstone Planning Group
New Jersey
$116K
HHGA
2219
Halbert Hargrove Global Advisors
California
$115K
CT
2220
Clearstead Trust
Maine
$114K
MMCM
2221
Murphy & Mullick Capital Management
New York
$114K
BIA
2222
Bell Investment Advisors
California
$114K
DI
2223
DAGCO Inc
Ohio
$113K
HCM
2224
Hollencrest Capital Management
California
$112K
KFA
2225
Kelleher Financial Advisors
New York
$109K