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