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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
AA
951
Altman Advisors
Illinois
$2.15M
GAMC
952
Garner Asset Management Corp
Texas
$2.14M
FFM
953
Forum Financial Management
Illinois
$2.13M
KCM
954
Kathmere Capital Management
Pennsylvania
$2.13M
LSA
955
Lansing Street Advisors
Pennsylvania
$2.12M
MNBTD
956
Moody National Bank Trust Division
Texas
$2.12M
CWM
957
Chesapeake Wealth Management
Virginia
$2.11M
WWA
958
WCG Wealth Advisors
Nevada
$2.11M
AA
959
Armis Advisers
Georgia
$2.11M
GWM
960
Greenwich Wealth Management
Connecticut
$2.1M
MHS
961
M Holdings Securities
Oregon
$2.1M
CIP
962
Convergence Investment Partners
Florida
$2.1M
MGP
963
M&G plc
United Kingdom
$2.08M
TAP
964
Tounjian Advisory Partners
Florida
$2.08M
RCM
965
Radnor Capital Management
Pennsylvania
$2.08M
RWP
966
RWA Wealth Partners
Massachusetts
$2.07M
GIA
967
Gladstone Institutional Advisory
Florida
$2.07M
KWA
968
Kingswood Wealth Advisors
California
$2.07M
KNW
969
Kesler Norman & Wride
Utah
$2.05M
VWM
970
VCI Wealth Management
Missouri
$2.03M
PWP
971
Principle Wealth Partners
Connecticut
$2.03M
PCM
972
Parsons Capital Management
Rhode Island
$2.03M
EFG
973
Everhart Financial Group
Ohio
$2.03M
EFM
974
E Fund Management
China
$2.02M
VCWA
975
Vanguard Capital Wealth Advisors
Colorado
$2.02M