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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
LAS
2376
Lloyd Advisory Services
Georgia
$19.1K
LFA
2377
LGT Financial Advisors
Texas
$19.1K
CAM
2378
Chesapeake Asset Management
New York
$18.8K
SA
2379
Seneschal Advisors
Washington
$18.3K
MSFP
2380
Mark Sheptoff Financial Planning
Connecticut
$18.2K
NRG
2381
Nemes Rush Group
Michigan
$18.1K
BHWM
2382
Bay Harbor Wealth Management
Maryland
$17.9K
RWM
2383
Rialto Wealth Management
New York
$17.8K
PSFG
2384
Park Square Financial Group
Georgia
$17.8K
WCM
2385
Westend Capital Management
California
$17.3K
FMTCOCP
2386
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
GCM
2387
Gables Capital Management
Florida
$17K
JGIA
2388
Jackson Grant Investment Advisers
Connecticut
$16.5K
FDW
2389
Fourth Dimension Wealth
Ohio
$16.5K
ECM
2390
Estabrook Capital Management
New York
$16.5K
MPW
2391
MASECO Private Wealth
$16.3K
MBFW
2392
Morton Brown Family Wealth
Pennsylvania
$16.1K
B
2393
Birchbrook
Maine
$15.8K
VWA
2394
Valued Wealth Advisors
Utah
$15.8K
CTA
2395
Colonial Trust Advisors
South Carolina
$15.3K
DWM
2396
Darwin Wealth Management
Florida
$15.1K
SFG
2397
Strive Financial Group
Indiana
$15K
SIM
2398
Synergy Investment Management
Florida
$15K
HFS
2399
Hughes Financial Services
Virginia
$14.5K
BFS
2400
Bare Financial Services
Pennsylvania
$14.3K