We are live on ! Find out more
MS icon

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
CWA
1801
Crusonia Wealth Advisors
Colorado
$362K
MCP
1802
Mirador Capital Partners
California
$362K
CFCS
1803
CDM Financial Counseling Services
Connecticut
$362K
BBPWM
1804
Blue Bell Private Wealth Management
Pennsylvania
$362K
ES
1805
Eagle Strategies
New York
$360K
PPG
1806
Peak Planning Group
Colorado
$359K
JWM
1807
JGP Wealth Management
Oregon
$359K
MFG
1808
Mosaic Financial Group
Illinois
$359K
RWM
1809
Reston Wealth Management
Virginia
$359K
SB
1810
Sunflower Bank
Texas
$359K
VC
1811
Veracity Capital
Georgia
$358K
RRA
1812
Red Reef Advisors
Florida
$358K
MIM
1813
Macroview Investment Management
Maryland
$358K
IPW
1814
Intergy Private Wealth
Colorado
$356K
CAL
1815
Capital Advisors Ltd
Ohio
$356K
EW
1816
Expressive Wealth
Illinois
$355K
ESC
1817
Eurizon SLJ Capital
$354K
CWA
1818
Canvas Wealth Advisors
Kansas
$354K
AIC
1819
Argus Investors Counsel
New York
$354K
FFA
1820
Fi3 Financial Advisors
Indiana
$353K
CP
1821
CenterBook Partners
Connecticut
$353K
RCM
1822
RB Capital Management
Nevada
$352K
PWM
1823
Pines Wealth Management
North Carolina
$352K
LC
1824
LCNB Corp
Ohio
$351K
PB
1825
Prosperity Bancshares
Texas
$351K