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