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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
PMG
1851
ProVise Management Group
Florida
$335K
RFW
1852
Redwood Family Wealth
Texas
$335K
WR
1853
WD Rutherford
Oregon
$335K
TR
1854
Tepp RIA
New Jersey
$334K
PCP
1855
Proficio Capital Partners
Massachusetts
$334K
MAG
1856
Mayfair Advisory Group
Alabama
$334K
IRP
1857
Investment Research Partners
Pennsylvania
$333K
LAM
1858
Lifestyle Asset Management
Texas
$332K
S
1859
Sunpointe
Missouri
$331K
CWMK
1860
Caliber Wealth Management (Kansas)
Kansas
$330K
IFA
1861
Interactive Financial Advisors
Illinois
$330K
IPAM
1862
Investment Partners Asset Management
New Jersey
$330K
RWP
1863
Revolve Wealth Partners
New Jersey
$329K
EP
1864
Ehrenkranz Partners
New York
$329K
PRI
1865
Prepared Retirement Institute
Pennsylvania
$329K
TWM
1866
TCFG Wealth Management
California
$328K
TIA
1867
TCFG Investment Advisors
California
$328K
BPAMU
1868
BTG Pactual Asset Management US
New York
$328K
KOC
1869
Koss-Olinger Consulting
Florida
$327K
EL
1870
EWA LLC
Pennsylvania
$327K
SI
1871
Severin Investments
Missouri
$325K
CWA
1872
Consilio Wealth Advisors
Washington
$325K
WA
1873
WP Advisors
California
$324K
PWP
1874
Phillips Wealth Planners
Mississippi
$324K
SFGM
1875
Stonebridge Financial Group (Missouri)
Missouri
$323K