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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
MW
1326
MBL Wealth
North Carolina
$884K
SIA
1327
SGL Investment Advisors
Montana
$882K
AC
1328
Apella Capital
Connecticut
$881K
QWP
1329
Quotient Wealth Partners
Texas
$880K
KP
1330
Keel Point
Alabama
$879K
CP
1331
Canopy Partners
Ohio
$879K
RFA
1332
Resurgent Financial Advisors
Georgia
$876K
DWA
1333
Douglass Winthrop Advisors
New York
$873K
AF
1334
Advisornet Financial
Minnesota
$870K
TWM
1335
Tradition Wealth Management
Minnesota
$870K
RLIM
1336
Red Lighthouse Investment Management
New York
$869K
PWPS
1337
Pinnacle Wealth Planning Services
Ohio
$869K
QP
1338
Quilter Plc
United Kingdom
$867K
TWM
1339
TriaGen Wealth Management
California
$867K
MFWP
1340
Mosaic Family Wealth Partners
Missouri
$862K
FFO
1341
Fiduciary Family Office
Florida
$861K
BFG
1342
Beacon Financial Group
Texas
$859K
KFS
1343
Krane Financial Solutions
California
$854K
VCM
1344
Vivaldi Capital Management
Illinois
$850K
CIM
1345
Cambria Investment Management
California
$846K
APM
1346
a16z Perennial Management
California
$844K
BONH
1347
Bank of New Hampshire
New Hampshire
$844K
SFS
1348
Strategic Financial Services
New York
$843K
OFG
1349
Oxford Financial Group
Indiana
$841K
TSS
1350
Two Sigma Securities
New York
$839K