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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
DI
2226
DAGCO Inc
Ohio
$113K
HCM
2227
Hollencrest Capital Management
California
$112K
KFA
2228
Kelleher Financial Advisors
New York
$109K
EPAM
2229
Evelyn Partners Asset Management
$107K
FFO
2230
Fortitude Family Office
Arizona
$107K
S
2231
Sachetta
Massachusetts
$107K
AF
2232
Align Financial
Minnesota
$107K
CFM
2233
Cornerstone Financial Management
Massachusetts
$105K
SA
2234
Scarborough Advisors
Maryland
$104K
AWM
2235
Activest Wealth Management
Florida
$103K
SL
2236
Salomon & Ludwin
Virginia
$102K
PWA
2237
Physician Wealth Advisors
Utah
$101K
ISWM
2238
Intesa Sanpaolo Wealth Management
$101K
RP
2239
Rowlandmiller & Partners
Georgia
$101K
UFPG
2240
United Financial Planning Group
New York
$100K
RS
2241
Rakuten Securities
Japan
$99.1K
HIMS
2242
Hager Investment Management Services
New Hampshire
$98.7K
ME
2243
McIlrath & Eck
Washington
$98.3K
BL
2244
BFSG LLC
California
$97.9K
HCM
2245
Horrell Capital Management
Arkansas
$95.9K
MIA
2246
MeadowBrook Investment Advisors
Michigan
$94.6K
FUBT
2247
First United Bank & Trust
Maryland
$93.5K
FFC
2248
First Financial Corp
Indiana
$91.2K
C
2249
Covestor
United Kingdom
$91K
NA
2250
Networth Advisors
Pennsylvania
$90.2K