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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
PWM
1826
Pines Wealth Management
North Carolina
$352K
LC
1827
LCNB Corp
Ohio
$351K
PB
1828
Prosperity Bancshares
Texas
$351K
WCM
1829
Wedge Capital Management
North Carolina
$351K
MFP
1830
Meramec Financial Planners
Missouri
$350K
MIM
1831
Marco Investment Management
Georgia
$350K
MWM
1832
Manske Wealth Management
Texas
$349K
PC
1833
PCB Capital
New Jersey
$348K
SCI
1834
Silver Coast Investments
United States
$348K
CCFM
1835
Clear Creek Financial Management
Washington
$346K
USWIA
1836
UP Strategic Wealth Investment Advisors
Pennsylvania
$345K
BFA
1837
Beacon Financial Advisory
Ohio
$344K
XPN
1838
XY Planning Network
Montana
$342K
IP
1839
Investment Partners
Ohio
$342K
FBFS
1840
First Business Financial Services
Wisconsin
$342K
BSB
1841
Bangor Savings Bank
Maine
$340K
BFA
1842
Beaumont Financial Advisors
Massachusetts
$339K
KFA
1843
Krane Funds Advisors
New York
$339K
LA
1844
LexAurum Advisors
Kansas
$339K
EHC
1845
Everett Harris & Co
California
$339K
RPWA
1846
Regent Peak Wealth Advisors
Georgia
$339K
SWIM
1847
Smallwood Wealth Investment Management
New Jersey
$339K
LWM
1848
LeConte Wealth Management
Tennessee
$338K
CC
1849
Chicago Capital
Illinois
$338K
MWM
1850
Massachusetts Wealth Management
Massachusetts
$337K