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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
SVCP
2351
Silicon Valley Capital Partners
California
$26.8K
BIM
2352
Breakwater Investment Management
Washington
$26.7K
LWM
2353
Lodestone Wealth Management
Washington
$26.2K
PWMG
2354
Private Wealth Management Group
New Jersey
$26K
FPB
2355
First PREMIER Bank
South Dakota
$26K
OW
2356
Olistico Wealth
Oklahoma
$25.3K
MNA
2357
Manning & Napier Advisors
New York
$24.4K
EWP
2358
Elevation Wealth Partners
California
$24.4K
EP
2359
Essential Partners
California
$23.6K
EWM
2360
Evolution Wealth Management
Florida
$23.5K
AP
2361
Aspect Partners
Virginia
$22.7K
STB
2362
S&T Bank
Pennsylvania
$21.9K
NWM
2363
Nova Wealth Management
Florida
$21.8K
SNB
2364
Security National Bank
Nebraska
$21.6K
CMA
2365
Cedar Mountain Advisors
Oregon
$21.4K
CNBT
2366
Cornerstone National Bank & Trust
Illinois
$21.1K
AP
2367
Atwood & Palmer
Missouri
$20.9K
EFMH
2368
E Fund Management (HK)
Hong Kong
$20.7K
VFM
2369
Vision Financial Markets
Connecticut
$20.4K
MWM
2370
Mascoma Wealth Management
New Hampshire
$20.1K
PCM
2371
Penserra Capital Management
California
$20K
KB
2372
Kimelman & Baird
New York
$19.7K
KTC
2373
Kentucky Trust Company
Kentucky
$19.6K
FPF
2374
First Pacific Financial
Washington
$19.3K
KFG
2375
Kingdom Financial Group
Arizona
$19.1K