We are live on ! Find out more
MS icon

Morgan Stanley

2,484 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, 1,041 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
2,484
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
BWP
1576
Balboa Wealth Partners
Arizona
$552K
SWRP
1577
Summit Wealth & Retirement Planning
California
$552K
CP
1578
Castleview Partners
Texas
$552K
OL
1579
OneFund LLC
Florida
$551K
PWM
1580
Proathlete Wealth Management
Florida
$549K
SSCM
1581
Spectrum Strategic Capital Management
Oregon
$547K
OWG
1582
Oxford Wealth Group
Florida
$543K
WCM
1583
Weaver Capital Management
Georgia
$543K
WPA
1584
Wealth Preservation Advisors
Tennessee
$541K
NL
1585
NWAM LLC
Washington
$541K
KFI
1586
Key Financial Inc
Pennsylvania
$538K
GD
1587
Grandfield & Dodd
New York
$534K
BFC
1588
Bedel Financial Consulting
Indiana
$534K
BPC
1589
Bearing Point Capital
Minnesota
$533K
GPA
1590
Guerra Pan Advisors
New Jersey
$533K
FMLI
1591
Fukoku Mutual Life Insurance
Japan
$533K
CA
1592
Calton & Associates
Florida
$532K
EA
1593
Everpar Advisors
Oklahoma
$529K
BF
1594
Brucke Financial
Indiana
$528K
NPA
1595
Nichols & Pratt Advisers
Massachusetts
$526K
PCA
1596
Prosperity Capital Advisors
Ohio
$525K
APP
1597
Avantax Planning Partners
Iowa
$524K
FCH
1598
Freestone Capital Holdings
Washington
$523K
ESB
1599
Essex Savings Bank
Connecticut
$522K
EW
1600
Elyxium Wealth
California
$521K