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Morgan Stanley

2,484 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, 1,041 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
2,484
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
DF
2351
Dunhill Financial
United Kingdom
$28.9K
AIC
2352
Archer Investment Corporation
Indiana
$28.8K
PUI
2353
Purpose Unlimited Inc
$28.8K
HFS
2354
Horizon Financial Services
North Carolina
$28.6K
WIM
2355
Westside Investment Management
California
$28.3K
SVCP
2356
Silicon Valley Capital Partners
California
$26.8K
BIM
2357
Breakwater Investment Management
Washington
$26.7K
LWM
2358
Lodestone Wealth Management
Washington
$26.2K
PWMG
2359
Private Wealth Management Group
New Jersey
$26K
FPB
2360
First PREMIER Bank
South Dakota
$26K
OW
2361
Olistico Wealth
Oklahoma
$25.3K
MNA
2362
Manning & Napier Advisors
New York
$24.4K
EWP
2363
Elevation Wealth Partners
California
$24.4K
EP
2364
Essential Partners
California
$23.6K
EWM
2365
Evolution Wealth Management
Florida
$23.5K
AP
2366
Aspect Partners
Virginia
$22.7K
STB
2367
S&T Bank
Pennsylvania
$21.9K
NWM
2368
Nova Wealth Management
Florida
$21.8K
SNB
2369
Security National Bank
Nebraska
$21.6K
CMA
2370
Cedar Mountain Advisors
Oregon
$21.4K
CNBT
2371
Cornerstone National Bank & Trust
Illinois
$21.1K
AP
2372
Atwood & Palmer
Missouri
$20.9K
EFMH
2373
E Fund Management (HK)
Hong Kong
$20.7K
VFM
2374
Vision Financial Markets
Connecticut
$20.4K
MWM
2375
Mascoma Wealth Management
New Hampshire
$20.1K