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