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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
VNA
1701
Valley National Advisers
Pennsylvania
$432K
AWA
1702
Amplius Wealth Advisors
Pennsylvania
$431K
CPW
1703
Cove Private Wealth
New York
$429K
KFS
1704
Kaizen Financial Strategies
California
$429K
PWP
1705
Ponta Wealth Partners
Florida
$428K
AWA
1706
A4 Wealth Advisors
North Carolina
$428K
TWM
1707
Thrive Wealth Management
Pennsylvania
$426K
JWA
1708
JFS Wealth Advisors
Pennsylvania
$423K
PWA
1709
Primoris Wealth Advisors
Florida
$422K
BWP
1710
Burling Wealth Partners
Illinois
$420K
IIC
1711
Integrated Investment Consultants
Michigan
$419K
BCA
1712
Bay Colony Advisors
Massachusetts
$419K
BFG
1713
Bouchey Financial Group
New York
$419K
NEWAS
1714
N.E.W. Advisory Services
Wisconsin
$419K
BOM
1715
Bank of Marin
California
$419K
FMTC
1716
Farmers & Merchants Trust Company
California
$418K
RYIA
1717
Roehl & Yi Investment Advisors
Oregon
$417K
MCP
1718
Miller Capital Partners
Michigan
$417K
GRR
1719
Golden Reserve Retirement
Ohio
$416K
FZCM
1720
Flynn Zito Capital Management
New York
$416K
EWS
1721
Evergreen Wealth Solutions
Pennsylvania
$416K
IF
1722
Integrity Financial
Wyoming
$416K
GPWM
1723
Grant Private Wealth Management
California
$415K
CF
1724
Claris Financial
Virginia
$415K
GC
1725
Gilbert & Cook
Iowa
$415K