We are live on ! Find out more
MS icon

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