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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
BWP
1226
BSW Wealth Partners
Colorado
$1.09M
AUB
1227
Atlantic Union Bankshares
Virginia
$1.09M
EFA
1228
Evernest Financial Advisors
Indiana
$1.08M
SS
1229
Sunbelt Securities
Texas
$1.08M
DWM
1230
Destination Wealth Management
California
$1.08M
EFS
1231
Essex Financial Services
Connecticut
$1.08M
GCA
1232
Genesee Capital Advisors
New York
$1.08M
RWB
1233
RMR Wealth Builders
New Jersey
$1.08M
WWM
1234
Whalen Wealth Management
Nevada
$1.08M
CCA
1235
Childress Capital Advisors
Texas
$1.07M
AFP
1236
Ausdal Financial Partners
Iowa
$1.07M
LIA
1237
LS Investment Advisors
Michigan
$1.07M
TIAA Trust, National Association
1238
TIAA Trust, National Association
North Carolina
$1.07M
RR
1239
Robotti Robert
$1.07M
FDCP
1240
Foster Dykema Cabot & Partners
Massachusetts
$1.07M
LAM
1241
L2 Asset Management
Massachusetts
$1.06M
GAM
1242
Grandview Asset Management
Pennsylvania
$1.06M
Empower Advisory Group
1243
Empower Advisory Group
Colorado
$1.05M
GFG
1244
Goldstone Financial Group
Illinois
$1.05M
JE
1245
JMAC Enterprises
Pennsylvania
$1.05M
HC
1246
Hamilton Capital
Ohio
$1.05M
LP
1247
LMR Partners
United Kingdom
$1.04M
PE
1248
PCM Encore
Colorado
$1.03M
CWG
1249
Cornerstone Wealth Group
North Carolina
$1.03M
LGA
1250
Lebenthal Global Advisors
New York
$1.03M