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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
MWM
1851
Massachusetts Wealth Management
Massachusetts
$337K
AA
1852
ACT Advisors
North Carolina
$337K
OCA
1853
Odyssey Capital Advisors
Pennsylvania
$336K
HP
1854
Havemeyer Place
Connecticut
$335K
PMG
1855
ProVise Management Group
Florida
$335K
RFW
1856
Redwood Family Wealth
Texas
$335K
WR
1857
WD Rutherford
Oregon
$335K
TR
1858
Tepp RIA
New Jersey
$334K
PCP
1859
Proficio Capital Partners
Massachusetts
$334K
MAG
1860
Mayfair Advisory Group
Alabama
$334K
IRP
1861
Investment Research Partners
Pennsylvania
$333K
LAM
1862
Lifestyle Asset Management
Texas
$332K
S
1863
Sunpointe
Missouri
$331K
CWMK
1864
Caliber Wealth Management (Kansas)
Kansas
$330K
IFA
1865
Interactive Financial Advisors
Illinois
$330K
IPAM
1866
Investment Partners Asset Management
New Jersey
$330K
RWP
1867
Revolve Wealth Partners
New Jersey
$329K
EP
1868
Ehrenkranz Partners
New York
$329K
PRI
1869
Prepared Retirement Institute
Pennsylvania
$329K
TWM
1870
TCFG Wealth Management
California
$328K
TIA
1871
TCFG Investment Advisors
California
$328K
BPAMU
1872
BTG Pactual Asset Management US
New York
$328K
KOC
1873
Koss-Olinger Consulting
Florida
$327K
EL
1874
EWA LLC
Pennsylvania
$327K
SI
1875
Severin Investments
Missouri
$325K