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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
DCM
2326
Davis Capital Management
Florida
$34.7K
GWP
2327
Gen-Wealth Partners
Michigan
$34.7K
WAG
2328
Wilkerson Advisory Group
Missouri
$34.6K
1L
2329
10Elms LLP
Oklahoma
$33.2K
BHWM
2330
Beaird Harris Wealth Management
Texas
$33.2K
CAM
2331
Close Asset Management
United Kingdom
$33K
WOSD
2332
WFA of San Diego
California
$32.9K
MIM
2333
MTM Investment Management
South Carolina
$32.9K
SSG
2334
Summit Securities Group
New York
$32.6K
HNW
2335
High Note Wealth
Minnesota
$31.9K
T2I
2336
Turim 21 Investimentos
Brazil
$31.9K
HWP
2337
Highline Wealth Partners
California
$31.7K
MAM
2338
Meeder Asset Management
Ohio
$30.9K
B
2339
Bayban
Minnesota
$30.9K
EPIMS
2340
Evelyn Partners Investment Management Services
$30.4K
EF
2341
Entrust Financial
Pennsylvania
$30.2K
CWP
2342
Clark Wealth Partners
Illinois
$30.1K
QL
2343
Quarry LP
New York
$29.6K
RTL
2344
Red Tortoise LLC
Georgia
$29K
NWMP
2345
Noble Wealth Management PBC
Colorado
$29K
DF
2346
Dunhill Financial
United Kingdom
$28.9K
AIC
2347
Archer Investment Corporation
Indiana
$28.8K
PUI
2348
Purpose Unlimited Inc
$28.8K
HFS
2349
Horizon Financial Services
North Carolina
$28.6K
WIM
2350
Westside Investment Management
California
$28.3K