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