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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
EPAM
2226
Evelyn Partners Asset Management
$107K
FFO
2227
Fortitude Family Office
Arizona
$107K
S
2228
Sachetta
Massachusetts
$107K
AF
2229
Align Financial
Minnesota
$107K
CFM
2230
Cornerstone Financial Management
Massachusetts
$105K
SA
2231
Scarborough Advisors
Maryland
$104K
AWM
2232
Activest Wealth Management
Florida
$103K
SL
2233
Salomon & Ludwin
Virginia
$102K
PWA
2234
Physician Wealth Advisors
Utah
$101K
ISWM
2235
Intesa Sanpaolo Wealth Management
$101K
RP
2236
Rowlandmiller & Partners
Georgia
$101K
UFPG
2237
United Financial Planning Group
New York
$100K
RS
2238
Rakuten Securities
Japan
$99.1K
HIMS
2239
Hager Investment Management Services
New Hampshire
$98.7K
ME
2240
McIlrath & Eck
Washington
$98.3K
BL
2241
BFSG LLC
California
$97.9K
HCM
2242
Horrell Capital Management
Arkansas
$95.9K
MIA
2243
MeadowBrook Investment Advisors
Michigan
$94.6K
FUBT
2244
First United Bank & Trust
Maryland
$93.5K
FFC
2245
First Financial Corp
Indiana
$91.2K
C
2246
Covestor
United Kingdom
$91K
NA
2247
Networth Advisors
Pennsylvania
$90.2K
CW
2248
Curio Wealth
Maryland
$87.4K
NFSG
2249
Newbridge Financial Services Group
Florida
$85.8K
DWA
2250
Delos Wealth Advisors
Texas
$85.1K