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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
BCP
1051
Berkeley Capital Partners
Georgia
$1.59M
TC
1052
TownSquare Capital
Utah
$1.57M
PMWMG
1053
Parr McKnight Wealth Management Group
Minnesota
$1.57M
HPC
1054
HM Payson & Co
Maine
$1.56M
BWM
1055
Buckley Wealth Management
Nevada
$1.56M
EPIM
1056
Evelyn Partners Investment Management
$1.55M
FPCP
1057
Fort Point Capital Partners
California
$1.54M
SB
1058
SIG Brokerage
New York
$1.54M
WIM
1059
Wiregrass Investment Management
Georgia
$1.53M
T. Rowe Price Investment Management
1060
T. Rowe Price Investment Management
Maryland
$1.53M
AT
1061
Avalon Trust
New Mexico
$1.53M
AWP
1062
Abacus Wealth Partners
California
$1.53M
DWM
1063
Dakota Wealth Management
Florida
$1.53M
WWM
1064
Western Wealth Management
Colorado
$1.52M
KA
1065
KLCM Advisors
Wisconsin
$1.52M
SSWM
1066
Strait & Sound Wealth Management
California
$1.52M
MWM
1067
Modera Wealth Management
New Jersey
$1.52M
FPAS
1068
Focus Partners Advisor Solutions
Missouri
$1.52M
RZH
1069
Relyea Zuckerberg Hanson
Connecticut
$1.52M
AWM
1070
Avior Wealth Management
Nebraska
$1.51M
HFM
1071
Hartford Funds Management
Pennsylvania
$1.51M
IWM
1072
IHT Wealth Management
Illinois
$1.5M
ICP
1073
Interchange Capital Partners
Pennsylvania
$1.5M
BAMCO Inc
1074
BAMCO Inc
New York
$1.5M
RPCONE
1075
Retirement Planning Company of New England
Rhode Island
$1.49M