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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
KWM
1751
Keebeck Wealth Management
Illinois
$399K
GWANC
1752
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K
BFA
1753
Bragg Financial Advisors
North Carolina
$398K
GA
1754
Greenspring Advisors
Maryland
$397K
PPWM
1755
Paragon Private Wealth Management
Kentucky
$396K
FSA
1756
Financial Security Advisor
Virginia
$395K
WSFG
1757
Wall Street Financial Group
Illinois
$394K
TC
1758
TwinBeech Capital
New York
$393K
TWM
1759
Tripletail Wealth Management
Florida
$391K
JCM
1760
Jacobsen Capital Management
Utah
$391K
FCM
1761
Firestone Capital Management
Florida
$390K
CAM
1762
CPA Asset Management
Florida
$390K
BBA
1763
BLB&B Advisors
Pennsylvania
$390K
AWM
1764
Ariadne Wealth Management
California
$388K
ISS
1765
Intesa Sanpaolo SpA.
Italy
$387K
DWG
1766
Darden Wealth Group
Michigan
$387K
VST
1767
Van Strum & Towne
California
$385K
FWM
1768
Foguth Wealth Management
Michigan
$384K
HWMG
1769
Hurlow Wealth Management Group
Indiana
$383K
CA
1770
COFG Advisors
Illinois
$383K
AW
1771
Alteri Wealth
California
$382K
WG
1772
Welch Group
Alabama
$382K
MGIA
1773
Matthew Goff Investment Advisor
Texas
$381K
ECA
1774
Elevated Capital Advisors
Utah
$381K
ML
1775
McAdam LLC
Pennsylvania
$380K