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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
WGAM
1801
Wilkinson Global Asset Management
New York
$365K
NSUP
1802
NLB Skladi upravljanje premozenja
$365K
AMBIA
1803
Allen Mooney & Barnes Investment Advisors
Georgia
$364K
MWPCG
1804
Measured Wealth Private Client Group
New Hampshire
$363K
CWA
1805
Crusonia Wealth Advisors
Colorado
$362K
MCP
1806
Mirador Capital Partners
California
$362K
CFCS
1807
CDM Financial Counseling Services
Connecticut
$362K
BBPWM
1808
Blue Bell Private Wealth Management
Pennsylvania
$362K
ES
1809
Eagle Strategies
New York
$360K
PPG
1810
Peak Planning Group
Colorado
$359K
JWM
1811
JGP Wealth Management
Oregon
$359K
MFG
1812
Mosaic Financial Group
Illinois
$359K
RWM
1813
Reston Wealth Management
Virginia
$359K
SB
1814
Sunflower Bank
Texas
$359K
VC
1815
Veracity Capital
Georgia
$358K
RRA
1816
Red Reef Advisors
Florida
$358K
MIM
1817
Macroview Investment Management
Maryland
$358K
IPW
1818
Intergy Private Wealth
Colorado
$356K
CAL
1819
Capital Advisors Ltd
Ohio
$356K
EW
1820
Expressive Wealth
Illinois
$355K
ESC
1821
Eurizon SLJ Capital
$354K
CWA
1822
Canvas Wealth Advisors
Kansas
$354K
AIC
1823
Argus Investors Counsel
New York
$354K
FFA
1824
Fi3 Financial Advisors
Indiana
$353K
CP
1825
CenterBook Partners
Connecticut
$353K