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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
ET
1701
Equitable Trust
Tennessee
$434K
WETS
1702
Wealth Enhancement Trust Services
South Dakota
$433K
RA
1703
Rockingstone Advisors
Massachusetts
$433K
VNA
1704
Valley National Advisers
Pennsylvania
$432K
AWA
1705
Amplius Wealth Advisors
Pennsylvania
$431K
CPW
1706
Cove Private Wealth
New York
$429K
KFS
1707
Kaizen Financial Strategies
California
$429K
PWP
1708
Ponta Wealth Partners
Florida
$428K
AWA
1709
A4 Wealth Advisors
North Carolina
$428K
TWM
1710
Thrive Wealth Management
Pennsylvania
$426K
JWA
1711
JFS Wealth Advisors
Pennsylvania
$423K
PWA
1712
Primoris Wealth Advisors
Florida
$422K
BWP
1713
Burling Wealth Partners
Illinois
$420K
IIC
1714
Integrated Investment Consultants
Michigan
$419K
BCA
1715
Bay Colony Advisors
Massachusetts
$419K
BFG
1716
Bouchey Financial Group
New York
$419K
NEWAS
1717
N.E.W. Advisory Services
Wisconsin
$419K
BOM
1718
Bank of Marin
California
$419K
FMTC
1719
Farmers & Merchants Trust Company
California
$418K
RYIA
1720
Roehl & Yi Investment Advisors
Oregon
$417K
MCP
1721
Miller Capital Partners
Michigan
$417K
GRR
1722
Golden Reserve Retirement
Ohio
$416K
FZCM
1723
Flynn Zito Capital Management
New York
$416K
EWS
1724
Evergreen Wealth Solutions
Pennsylvania
$416K
IF
1725
Integrity Financial
Wyoming
$416K