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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
KWA
2601
Kellett Wealth Advisors
Ohio
OC
2602
Oarsman Capital
Wisconsin
NAMNJ
2603
NorthStar Asset Management (New Jersey)
New Jersey
CFP
2604
Curran Financial Partners
South Carolina
SWP
2605
Semus Wealth Partners
Florida
UIM
2606
Unified Investment Management
Georgia
FA
2607
Faithward Advisors
Pennsylvania
SMFG
2608
Sumitomo Mitsui Financial Group
Japan
CFG
2609
CKW Financial Group
Hawaii
EI
2610
eCIO Inc
Wisconsin
MA
2611
Modus Advisors
Minnesota
JWM
2612
Jessup Wealth Management
Ohio
NL
2613
Navalign LLC
California
GWM
2614
Greenline Wealth Management
Florida
CWMS
2615
CFG Wealth Management Services
Indiana
LWANC
2616
Laurel Wealth Advisors (North Carolina)
North Carolina
FIM
2617
FWL Investment Management
Texas
HHMI
2618
Howard Hughes Medical Institute
Maryland
GAFA
2619
Garton & Associates Financial Advisors
Kentucky
CFS
2620
Compass Financial Services
Iowa
CIA
2621
Cape Investment Advisory
Georgia
NI
2622
NCP Inc
California
OC
2623
Optima Capital
Oregon
WWA
2624
Wealth Watch Advisors
Colorado
FW
2625
Fairway Wealth
Ohio