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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
UCB
1326
United Community Bank
South Carolina
$885K
MW
1327
MBL Wealth
North Carolina
$884K
SIA
1328
SGL Investment Advisors
Montana
$882K
AC
1329
Apella Capital
Connecticut
$881K
QWP
1330
Quotient Wealth Partners
Texas
$880K
KP
1331
Keel Point
Alabama
$879K
CP
1332
Canopy Partners
Ohio
$879K
RFA
1333
Resurgent Financial Advisors
Georgia
$876K
DWA
1334
Douglass Winthrop Advisors
New York
$873K
AF
1335
Advisornet Financial
Minnesota
$870K
TWM
1336
Tradition Wealth Management
Minnesota
$870K
RLIM
1337
Red Lighthouse Investment Management
New York
$869K
PWPS
1338
Pinnacle Wealth Planning Services
Ohio
$869K
QP
1339
Quilter Plc
United Kingdom
$867K
TWM
1340
TriaGen Wealth Management
California
$867K
MFWP
1341
Mosaic Family Wealth Partners
Missouri
$862K
FFO
1342
Fiduciary Family Office
Florida
$861K
BFG
1343
Beacon Financial Group
Texas
$859K
KFS
1344
Krane Financial Solutions
California
$854K
VCM
1345
Vivaldi Capital Management
Illinois
$850K
CIM
1346
Cambria Investment Management
California
$846K
APM
1347
a16z Perennial Management
California
$844K
BONH
1348
Bank of New Hampshire
New Hampshire
$844K
SFS
1349
Strategic Financial Services
New York
$843K
OFG
1350
Oxford Financial Group
Indiana
$841K