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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
CNB
1651
Camden National Bank
Maine
$475K
WRPWM
1652
Werba Rubin Papier Wealth Management
California
$470K
RWA
1653
River Wealth Advisors
Pennsylvania
$468K
QFW
1654
QTR Family Wealth
Florida
$468K
BT
1655
Banque Transatlantique
France
$468K
CPA
1656
Capital Performance Advisors
California
$467K
CWA
1657
CM Wealth Advisors
Ohio
$466K
JIP
1658
Jaffetilchin Investment Partners
Florida
$466K
PAG
1659
Private Advisory Group
Washington
$466K
SH
1660
SLT Holdings
Arizona
$465K
GSWM
1661
Golden State Wealth Management
California
$464K
FG
1662
Foster Group
Iowa
$463K
LIA
1663
LBMC Investment Advisors
Tennessee
$462K
GLLW
1664
Graves Light Lenhart Wealth
Virginia
$461K
CWM
1665
Castle Wealth Management
Florida
$460K
FC
1666
Fairscale Capital
New Hampshire
$459K
EGWAG
1667
Elwood & Goetz Wealth Advisory Group
Georgia
$459K
AFC
1668
AFT Forsyth & Company
Florida
$458K
CSB
1669
City State Bank
Iowa
$458K
IIM
1670
Ipswich Investment Management
Massachusetts
$456K
CPCM
1671
Cardinal Point Capital Management
Ontario, Canada
$455K
WP
1672
WealthShield Partners
North Carolina
$455K
MCWA
1673
Meadow Creek Wealth Advisors
Georgia
$455K
EFSCE
1674
Enterprise Financial Services Corp (EFSC)
Missouri
$453K
VFA
1675
Voya Financial Advisors
Connecticut
$450K