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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
SWG
1601
Summit Wealth Group
Vermont
$521K
AA
1602
Argent Advisors
Louisiana
$521K
PFWA
1603
Paces Ferry Wealth Advisors
Georgia
$520K
FCB
1604
First County Bank
Connecticut
$520K
NGA
1605
Naples Global Advisors
Florida
$519K
PIA
1606
Perennial Investment Advisors
California
$519K
LCS
1607
Levin Capital Strategies
New York
$519K
TFIPS
1608
Towarzystwo Funduszy Inwestycyjnych PZU SA
$518K
CWM
1609
Circle Wealth Management
New Jersey
$517K
CIC
1610
Chase Investment Counsel
Virginia
$513K
OFW
1611
Omnia Family Wealth
Florida
$513K
BFO
1612
Biltmore Family Office
North Carolina
$512K
GC
1613
Guilbault Capital
Louisiana
$512K
PL
1614
Plancorp LLC
Missouri
$511K
TWM
1615
Tanager Wealth Management
United Kingdom
$511K
4WM
1616
49 Wealth Management
Texas
$508K
TCM
1617
Tributary Capital Management
Nebraska
$507K
LEA
1618
Legacy Edge Advisors
New York
$504K
MAM
1619
McLean Asset Management
Virginia
$504K
AI
1620
Accredited Investors
Minnesota
$503K
OWA
1621
One Wealth Advisors
California
$501K
FMC
1622
First Merchants Corp
Indiana
$500K
V
1623
ViaWealth
Kansas
$498K
JMA
1624
J.M. Arbour
Maine
$498K
FFA
1625
Founders Financial Alliance
North Carolina
$498K