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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
WP
1676
WealthShield Partners
North Carolina
$455K
MCWA
1677
Meadow Creek Wealth Advisors
Georgia
$455K
EFSCE
1678
Enterprise Financial Services Corp (EFSC)
Missouri
$453K
VFA
1679
Voya Financial Advisors
Connecticut
$450K
CCM
1680
Charter Capital Management
Wisconsin
$450K
NW
1681
Naviter Wealth
Arkansas
$448K
PA
1682
PFG Advisors
Arizona
$448K
BP
1683
Broadleaf Partners
Ohio
$447K
LBC
1684
Leigh Baldwin & Co
New York
$447K
IAAG
1685
Innovative Asset Advisors Group
Connecticut
$447K
JFGIW
1686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$447K
FCM
1687
Fell Capital Management
California
$446K
RFP
1688
Root Financial Partners
California
$446K
CA
1689
Cornerstone Advisory
Maryland
$445K
LSL
1690
Legacy Solutions LLC
Pennsylvania
$445K
HCM
1691
Hall Capital Management
Rhode Island
$443K
WAG
1692
Winthrop Advisory Group
Massachusetts
$440K
1C
1693
111 Capital
France
$440K
BTWM
1694
Baker Tilly Wealth Management
Wisconsin
$438K
ICP
1695
Impact Capital Partners
Colorado
$438K
LA
1696
Legacy Advisors
Pennsylvania
$437K
BOPW
1697
Brandywine Oak Private Wealth
Pennsylvania
$436K
AWS
1698
Aspen Wealth Strategies
Colorado
$436K
FFA
1699
Fragasso Financial Advisors
Pennsylvania
$435K
AT
1700
American Trust
Kentucky
$435K