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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
AIC
2351
Archer Investment Corporation
Indiana
$28.8K
PUI
2352
Purpose Unlimited Inc
$28.8K
HFS
2353
Horizon Financial Services
North Carolina
$28.6K
WIM
2354
Westside Investment Management
California
$28.3K
SVCP
2355
Silicon Valley Capital Partners
California
$26.8K
BIM
2356
Breakwater Investment Management
Washington
$26.7K
LWM
2357
Lodestone Wealth Management
Washington
$26.2K
PWMG
2358
Private Wealth Management Group
New Jersey
$26K
FPB
2359
First PREMIER Bank
South Dakota
$26K
OW
2360
Olistico Wealth
Oklahoma
$25.3K
MNA
2361
Manning & Napier Advisors
New York
$24.4K
EWP
2362
Elevation Wealth Partners
California
$24.4K
EP
2363
Essential Partners
California
$23.6K
EWM
2364
Evolution Wealth Management
Florida
$23.5K
AP
2365
Aspect Partners
Virginia
$22.7K
STB
2366
S&T Bank
Pennsylvania
$21.9K
NWM
2367
Nova Wealth Management
Florida
$21.8K
SNB
2368
Security National Bank
Nebraska
$21.6K
CMA
2369
Cedar Mountain Advisors
Oregon
$21.4K
CNBT
2370
Cornerstone National Bank & Trust
Illinois
$21.1K
AP
2371
Atwood & Palmer
Missouri
$20.9K
EFMH
2372
E Fund Management (HK)
Hong Kong
$20.7K
VFM
2373
Vision Financial Markets
Connecticut
$20.4K
MWM
2374
Mascoma Wealth Management
New Hampshire
$20.1K
PCM
2375
Penserra Capital Management
California
$20K