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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
SRC
1276
Shufro Rose & Co
New York
$965K
TFA
1277
Transamerica Financial Advisors
Florida
$964K
YP
1278
YANKCOM Partnership
South Dakota
$962K
MC
1279
Machina Capital
France
$961K
LS
1280
Leelyn Smith
Illinois
$961K
DCM
1281
DGS Capital Management
New Jersey
$961K
AO
1282
Advisor OS
Illinois
$958K
LDB
1283
Lee, Danner & Bass
Tennessee
$957K
AMPWP
1284
Alvarez & Marsal Private Wealth Partners
Florida
$954K
LFA
1285
Legacy Financial Advisors
Kentucky
$953K
SVWAG
1286
Sound View Wealth Advisors Group
Georgia
$952K
DS
1287
DRW Securities
Illinois
$948K
SB
1288
Strategic Blueprint
Georgia
$945K
SFA
1289
Souders Financial Advisors
Ohio
$943K
EHWM
1290
Eads & Heald Wealth Management
Georgia
$942K
JWWM
1291
Johnson & White Wealth Management
Pennsylvania
$941K
BWM
1292
Baron Wealth Management
Michigan
$941K
BWP
1293
Barlow Wealth Partners
Kentucky
$937K
SWP
1294
Strategic Wealth Partners
Ohio
$936K
NWAG
1295
Net Worth Advisory Group
Utah
$936K
CFMC
1296
Curbstone Financial Management Corp
New Hampshire
$934K
FPL
1297
Fortress Private Ledger
North Carolina
$934K
RL
1298
Rogco LP
Oklahoma
$933K
WF
1299
Welch & Forbes
Massachusetts
$931K
CWM
1300
Cornerstone Wealth Management
Missouri
$926K