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