We are live on ! Find out more
MS icon

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
BWG
1476
Beta Wealth Group
California
$662K
RWM
1477
Riverbend Wealth Management
South Carolina
$661K
EGM
1478
Encore Global Management
Texas
$658K
BOA
1479
Birnam Oak Advisors
New York
$658K
SW
1480
SVB Wealth
Massachusetts
$656K
JTWM
1481
Jackson Thornton Wealth Management
Alabama
$653K
WIC
1482
Woodmont Investment Counsel
Tennessee
$651K
FIB
1483
First Interstate Bank
Montana
$651K
MA
1484
MJP Associates
Connecticut
$648K
WI
1485
WrapManager Inc
California
$647K
MHR
1486
Matthew Hamilton Rosenberg
$644K
SWM
1487
Segment Wealth Management
Texas
$642K
Cohen & Steers
1488
Cohen & Steers
New York
$642K
GFA
1489
Gallagher Fiduciary Advisors
Illinois
$640K
KSB
1490
Kennebec Savings Bank
Maine
$640K
BMCM
1491
Bryn Mawr Capital Management
Pennsylvania
$639K
GCM
1492
Gibraltar Capital Management
Oklahoma
$639K
MHC
1493
May Hill Capital
Massachusetts
$639K
CAIM
1494
Catherine Avery Investment Management
Florida
$639K
NWWA
1495
New Wave Wealth Advisors
Arkansas
$636K
RPGK
1496
Retirement Planning Group (Kansas)
Kansas
$636K
NHT
1497
New Hampshire Trust
New Hampshire
$635K
CBT
1498
Crews Bank & Trust
Florida
$635K
DDC
1499
DF Dent & Co
Maryland
$634K
FFG
1500
Frisch Financial Group
New York
$631K