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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
CCM
1676
Charter Capital Management
Wisconsin
$450K
NW
1677
Naviter Wealth
Arkansas
$448K
PA
1678
PFG Advisors
Arizona
$448K
BP
1679
Broadleaf Partners
Ohio
$447K
LBC
1680
Leigh Baldwin & Co
New York
$447K
IAAG
1681
Innovative Asset Advisors Group
Connecticut
$447K
JFGIW
1682
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$447K
FCM
1683
Fell Capital Management
California
$446K
RFP
1684
Root Financial Partners
California
$446K
CA
1685
Cornerstone Advisory
Maryland
$445K
LSL
1686
Legacy Solutions LLC
Pennsylvania
$445K
HCM
1687
Hall Capital Management
Rhode Island
$443K
WAG
1688
Winthrop Advisory Group
Massachusetts
$440K
1C
1689
111 Capital
France
$440K
BTWM
1690
Baker Tilly Wealth Management
Wisconsin
$438K
ICP
1691
Impact Capital Partners
Colorado
$438K
LA
1692
Legacy Advisors
Pennsylvania
$437K
BOPW
1693
Brandywine Oak Private Wealth
Pennsylvania
$436K
AWS
1694
Aspen Wealth Strategies
Colorado
$436K
FFA
1695
Fragasso Financial Advisors
Pennsylvania
$435K
AT
1696
American Trust
Kentucky
$435K
VFG
1697
Victory Financial Group
Texas
$435K
ET
1698
Equitable Trust
Tennessee
$434K
WETS
1699
Wealth Enhancement Trust Services
South Dakota
$433K
RA
1700
Rockingstone Advisors
Massachusetts
$433K