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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
FC
1651
Fulcrum Capital
Washington
$476K
5NPW
1652
55 North Private Wealth
Florida
$475K
WFI
1653
West Family Investments
California
$475K
SAA
1654
Southeast Asset Advisors
Georgia
$475K
CNB
1655
Camden National Bank
Maine
$475K
WRPWM
1656
Werba Rubin Papier Wealth Management
California
$470K
RWA
1657
River Wealth Advisors
Pennsylvania
$468K
QFW
1658
QTR Family Wealth
Florida
$468K
BT
1659
Banque Transatlantique
France
$468K
CPA
1660
Capital Performance Advisors
California
$467K
CWA
1661
CM Wealth Advisors
Ohio
$466K
JIP
1662
Jaffetilchin Investment Partners
Florida
$466K
PAG
1663
Private Advisory Group
Washington
$466K
SH
1664
SLT Holdings
Arizona
$465K
GSWM
1665
Golden State Wealth Management
California
$464K
FG
1666
Foster Group
Iowa
$463K
LIA
1667
LBMC Investment Advisors
Tennessee
$462K
GLLW
1668
Graves Light Lenhart Wealth
Virginia
$461K
CWM
1669
Castle Wealth Management
Florida
$460K
FC
1670
Fairscale Capital
New Hampshire
$459K
EGWAG
1671
Elwood & Goetz Wealth Advisory Group
Georgia
$459K
AFC
1672
AFT Forsyth & Company
Florida
$458K
CSB
1673
City State Bank
Iowa
$458K
IIM
1674
Ipswich Investment Management
Massachusetts
$456K
CPCM
1675
Cardinal Point Capital Management
Ontario, Canada
$455K