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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
CSC
2201
Caldwell Sutter Capital
California
$151K
HIIFS
2202
Harel Insurance Investments & Financial Services
Israel
$150K
WSC
2203
Wellington Shields & Co
New York
$150K
FLP
2204
Financial Life Planners
Arizona
$150K
KA
2205
Kozak & Associates
Colorado
$149K
RFS
2206
Richardson Financial Services
Massachusetts
$147K
GF
2207
GGM Financials
Ohio
$147K
AA
2208
Ancora Advisors
Ohio
$145K
OAJ
2209
Ogorek Anthony Joseph
New York
$143K
LI
2210
LRI Investments
Florida
$143K
SA
2211
SRH Advisors
Kansas
$135K
TIM
2212
Thompson Investment Management
Wisconsin
$133K
GG
2213
Gleason Group
Kentucky
$133K
SMBT
2214
Southern Michigan Bank & Trust
Michigan
$132K
PCC
2215
Park Circle Company
Maryland
$132K
CWM
2216
Cranbrook Wealth Management
Michigan
$130K
ORAM
2217
One River Asset Management
Connecticut
$126K
WA
2218
WPG Advisers
Maryland
$125K
HPWM
2219
High Point Wealth Management
New Jersey
$121K
AWM
2220
Ameliora Wealth Management
Switzerland
$119K
1M
2221
1248 Management
Missouri
$118K
CPG
2222
Cornerstone Planning Group
New Jersey
$116K
HHGA
2223
Halbert Hargrove Global Advisors
California
$115K
CT
2224
Clearstead Trust
Maine
$114K
MMCM
2225
Murphy & Mullick Capital Management
New York
$114K