We are live on ! Find out more
MS icon

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
WJA
2601
Willis Johnson & Associates
Texas
WI
2602
Wedgewood Investors
Pennsylvania
JSC
2603
Jackson Square Capital
California
TA
2604
TPG Advisors
Illinois
UPS
2605
UHLMANN PRICE SECURITIES
Illinois
AWM
2606
Aviso Wealth Management
Washington
KWA
2607
Kellett Wealth Advisors
Ohio
OC
2608
Oarsman Capital
Wisconsin
NAMNJ
2609
NorthStar Asset Management (New Jersey)
New Jersey
CFP
2610
Curran Financial Partners
South Carolina
SWP
2611
Semus Wealth Partners
Florida
UIM
2612
Unified Investment Management
Georgia
FA
2613
Faithward Advisors
Pennsylvania
CFG
2614
CKW Financial Group
Hawaii
SMFG
2615
Sumitomo Mitsui Financial Group
Japan
EI
2616
eCIO Inc
Wisconsin
MA
2617
Modus Advisors
Minnesota
JWM
2618
Jessup Wealth Management
Ohio
NL
2619
Navalign LLC
California
GWM
2620
Greenline Wealth Management
Florida
CWMS
2621
CFG Wealth Management Services
Indiana
LWANC
2622
Laurel Wealth Advisors (North Carolina)
North Carolina
FIM
2623
FWL Investment Management
Texas
HHMI
2624
Howard Hughes Medical Institute
Maryland
GAFA
2625
Garton & Associates Financial Advisors
Kentucky