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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
GA
1751
Greenspring Advisors
Maryland
$397K
PPWM
1752
Paragon Private Wealth Management
Kentucky
$396K
FSA
1753
Financial Security Advisor
Virginia
$395K
WSFG
1754
Wall Street Financial Group
Illinois
$394K
TC
1755
TwinBeech Capital
New York
$393K
TWM
1756
Tripletail Wealth Management
Florida
$391K
JCM
1757
Jacobsen Capital Management
Utah
$391K
FCM
1758
Firestone Capital Management
Florida
$390K
CAM
1759
CPA Asset Management
Florida
$390K
BBA
1760
BLB&B Advisors
Pennsylvania
$390K
AWM
1761
Ariadne Wealth Management
California
$388K
ISS
1762
Intesa Sanpaolo SpA.
Italy
$387K
DWG
1763
Darden Wealth Group
Michigan
$387K
VST
1764
Van Strum & Towne
California
$385K
FWM
1765
Foguth Wealth Management
Michigan
$384K
HWMG
1766
Hurlow Wealth Management Group
Indiana
$383K
CA
1767
COFG Advisors
Illinois
$383K
AW
1768
Alteri Wealth
California
$382K
WG
1769
Welch Group
Alabama
$382K
MGIA
1770
Matthew Goff Investment Advisor
Texas
$381K
ECA
1771
Elevated Capital Advisors
Utah
$381K
ML
1772
McAdam LLC
Pennsylvania
$380K
CFS
1773
Coordinated Financial Services
Colorado
$379K
PWA
1774
Prairie Wealth Advisors
Nebraska
$379K
LAM
1775
Lewis Asset Management
California
$378K