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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
KB
2376
Kimelman & Baird
New York
$19.7K
KTC
2377
Kentucky Trust Company
Kentucky
$19.6K
FPF
2378
First Pacific Financial
Washington
$19.3K
KFG
2379
Kingdom Financial Group
Arizona
$19.1K
LAS
2380
Lloyd Advisory Services
Georgia
$19.1K
LFA
2381
LGT Financial Advisors
Texas
$19.1K
CAM
2382
Chesapeake Asset Management
New York
$18.8K
SA
2383
Seneschal Advisors
Washington
$18.3K
MSFP
2384
Mark Sheptoff Financial Planning
Connecticut
$18.2K
NRG
2385
Nemes Rush Group
Michigan
$18.1K
BHWM
2386
Bay Harbor Wealth Management
Maryland
$17.9K
RWM
2387
Rialto Wealth Management
New York
$17.8K
PSFG
2388
Park Square Financial Group
Georgia
$17.8K
WCM
2389
Westend Capital Management
California
$17.3K
FMTCOCP
2390
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
GCM
2391
Gables Capital Management
Florida
$17K
ECM
2392
Estabrook Capital Management
New York
$16.5K
FDW
2393
Fourth Dimension Wealth
Ohio
$16.5K
JGIA
2394
Jackson Grant Investment Advisers
Connecticut
$16.5K
MPW
2395
MASECO Private Wealth
$16.3K
MBFW
2396
Morton Brown Family Wealth
Pennsylvania
$16.1K
B
2397
Birchbrook
Maine
$15.8K
VWA
2398
Valued Wealth Advisors
Utah
$15.8K
CTA
2399
Colonial Trust Advisors
South Carolina
$15.3K
DWM
2400
Darwin Wealth Management
Florida
$15.1K