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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
SWM
1751
Steinberganna Wealth Management
New York
$399K
KWM
1752
Keebeck Wealth Management
Illinois
$399K
GWANC
1753
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K
BFA
1754
Bragg Financial Advisors
North Carolina
$398K
GA
1755
Greenspring Advisors
Maryland
$397K
PPWM
1756
Paragon Private Wealth Management
Kentucky
$396K
FSA
1757
Financial Security Advisor
Virginia
$395K
WSFG
1758
Wall Street Financial Group
Illinois
$394K
TC
1759
TwinBeech Capital
New York
$393K
TWM
1760
Tripletail Wealth Management
Florida
$391K
JCM
1761
Jacobsen Capital Management
Utah
$391K
FCM
1762
Firestone Capital Management
Florida
$390K
CAM
1763
CPA Asset Management
Florida
$390K
BBA
1764
BLB&B Advisors
Pennsylvania
$390K
AWM
1765
Ariadne Wealth Management
California
$388K
ISS
1766
Intesa Sanpaolo SpA.
Italy
$387K
DWG
1767
Darden Wealth Group
Michigan
$387K
VST
1768
Van Strum & Towne
California
$385K
FWM
1769
Foguth Wealth Management
Michigan
$384K
HWMG
1770
Hurlow Wealth Management Group
Indiana
$383K
CA
1771
COFG Advisors
Illinois
$383K
AW
1772
Alteri Wealth
California
$382K
WG
1773
Welch Group
Alabama
$382K
MGIA
1774
Matthew Goff Investment Advisor
Texas
$381K
ECA
1775
Elevated Capital Advisors
Utah
$381K