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Morgan Stanley

2,478 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
2,478
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
WPW
2576
Watershed Private Wealth
Illinois
DAM
2577
DLD Asset Management
New York
LOWM
2578
Laurel Oak Wealth Management
New Jersey
MWP
2579
Meridian Wealth Partners
Pennsylvania
FFB
2580
First Financial Bankshares
Texas
TWA
2581
Trace Wealth Advisors
California
AIP
2582
Alexis Investment Partners
Texas
SIM
2583
SSI Investment Management
California
WA
2584
WESPAC Advisors
California
WMWM
2585
Wilkins Miller Wealth Management
Alabama
JMFC
2586
J.M. Forbes & Co
Massachusetts
FWTB
2587
First Western Trust Bank
Colorado
TFCP
2588
Twin Focus Capital Partners
Massachusetts
EWA
2589
Evolution Wealth Advisors
Florida
SI
2590
Seeds Investor
New York
1WM
2591
1900 Wealth Management
Texas
VP
2592
Verum Partners
North Carolina
WAAG
2593
Wealth Alliance Advisory Group
Kansas
WJA
2594
Willis Johnson & Associates
Texas
ST
2595
Spinnaker Trust
Maine
WI
2596
Wedgewood Investors
Pennsylvania
JSC
2597
Jackson Square Capital
California
TA
2598
TPG Advisors
Illinois
UPS
2599
UHLMANN PRICE SECURITIES
Illinois
AWM
2600
Aviso Wealth Management
Washington