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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
MG
951
Mather Group
Illinois
$2.17M
GDP
952
Great Diamond Partners
Maine
$2.16M
AA
953
Altman Advisors
Illinois
$2.15M
GAMC
954
Garner Asset Management Corp
Texas
$2.14M
FFM
955
Forum Financial Management
Illinois
$2.13M
KCM
956
Kathmere Capital Management
Pennsylvania
$2.13M
LSA
957
Lansing Street Advisors
Pennsylvania
$2.12M
MNBTD
958
Moody National Bank Trust Division
Texas
$2.12M
CWM
959
Chesapeake Wealth Management
Virginia
$2.11M
WWA
960
WCG Wealth Advisors
Nevada
$2.11M
AA
961
Armis Advisers
Georgia
$2.11M
GWM
962
Greenwich Wealth Management
Connecticut
$2.1M
MHS
963
M Holdings Securities
Oregon
$2.1M
CIP
964
Convergence Investment Partners
Florida
$2.1M
MGP
965
M&G plc
United Kingdom
$2.08M
TAP
966
Tounjian Advisory Partners
Florida
$2.08M
RCM
967
Radnor Capital Management
Pennsylvania
$2.08M
RWP
968
RWA Wealth Partners
Massachusetts
$2.07M
GIA
969
Gladstone Institutional Advisory
Florida
$2.07M
KWA
970
Kingswood Wealth Advisors
California
$2.07M
KNW
971
Kesler Norman & Wride
Utah
$2.05M
VWM
972
VCI Wealth Management
Missouri
$2.03M
PWP
973
Principle Wealth Partners
Connecticut
$2.03M
PCM
974
Parsons Capital Management
Rhode Island
$2.03M
EFG
975
Everhart Financial Group
Ohio
$2.03M