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Morgan Stanley

2,484 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, 1,041 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
2,484
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
SWP
701
Stratos Wealth Partners
Ohio
$4.44M
VF
702
Vest Financial
Virginia
$4.44M
AWA
703
Arkadios Wealth Advisors
Georgia
$4.43M
RPC
704
Rossmore Private Capital
Connecticut
$4.38M
BAM
705
BOCHK Asset Management
Hong Kong
$4.38M
AIA
706
AssuredPartners Investment Advisors
Florida
$4.37M
NLP
707
Next Level Private
New York
$4.34M
DCM
708
Dimension Capital Management
Florida
$4.33M
ETC
709
Exchange Traded Concepts
Oklahoma
$4.32M
HW
710
Hedeker Wealth
Illinois
$4.32M
BCWM
711
Bartlett & Co Wealth Management
Ohio
$4.3M
PAM
712
Palisade Asset Management
Minnesota
$4.29M
Walleye Trading
713
Walleye Trading
New York
$4.27M
MOS
714
MGO One Seven
Ohio
$4.25M
FNBOO
715
First National Bank of Omaha
Nebraska
$4.23M
FB
716
Fulton Bank
Pennsylvania
$4.23M
CANC
717
Culbertson A N & Co
Virginia
$4.23M
TC
718
Trilogy Capital
California
$4.2M
TPCW
719
TD Private Client Wealth
New York
$4.17M
BI
720
Bradyco Inc
Massachusetts
$4.17M
PP
721
Patten & Patten
Tennessee
$4.16M
LFS
722
Lighthouse Financial Services
California
$4.15M
BC
723
Burney Company
Virginia
$4.13M
TC
724
Truvestments Capital
Florida
$4.11M
FSA
725
Franklin Street Advisors
North Carolina
$4.11M