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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
CFS
1776
Coordinated Financial Services
Colorado
$379K
PWA
1777
Prairie Wealth Advisors
Nebraska
$379K
LAM
1778
Lewis Asset Management
California
$378K
SFC
1779
Strategic Financial Concepts
Texas
$378K
GSIS
1780
Global Strategic Investment Solutions
Arizona
$378K
HDA
1781
Harold Davidson & Associates
California
$377K
BWM
1782
Bulltick Wealth Management
Florida
$375K
SAM
1783
Secure Asset Management
Michigan
$375K
OCM
1784
Osterweis Capital Management
California
$375K
SIC
1785
Samalin Investment Counsel
New York
$374K
ONST
1786
Old North State Trust
North Carolina
$374K
CS
1787
Capital Square
Tennessee
$374K
TPA
1788
Trivium Point Advisory
Connecticut
$373K
RWM
1789
RKL Wealth Management
Pennsylvania
$373K
BAS
1790
Breakthru Advisory Services
Wisconsin
$372K
MHWM
1791
Montz Harcus Wealth Management
Louisiana
$372K
CA
1792
Crewe Advisors
Utah
$372K
WDG
1793
Wealth Dimensions Group
Ohio
$371K
NG
1794
Novem Group
New York
$370K
NSAM
1795
North Star Asset Management
Wisconsin
$369K
LGG
1796
Luts & Greenleigh Group
Maryland
$368K
CFA
1797
CWS Financial Advisors
Michigan
$368K
OFO
1798
OneAscent Family Office
Alabama
$367K
WDC
1799
Woodward Diversified Capital
California
$367K
WGAM
1800
Wilkinson Global Asset Management
New York
$365K