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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
LCWP
1876
Legacy Capital Wealth Partners
Arkansas
$322K
TLFA
1877
True Link Financial Advisors
California
$322K
CFS
1878
Commonwealth Financial Services
West Virginia
$322K
TA
1879
TruWealth Advisors
Louisiana
$321K
NAM
1880
NTV Asset Management
West Virginia
$321K
SEP
1881
Southland Equity Partners
Missouri
$321K
TCMP
1882
Thrive Capital Management (Pennsylvania)
Pennsylvania
$320K
TCM
1883
Traynor Capital Management
Pennsylvania
$320K
JC
1884
JB Capital
Connecticut
$319K
WA
1885
Wealth Alliance
New York
$318K
AAG
1886
Asset Advisory Group
New Jersey
$318K
PWAM
1887
Private Wealth Asset Management
Iowa
$318K
PS
1888
Portfolio Strategies
New York
$318K
LT
1889
Legacy Trust
Michigan
$318K
NRS
1890
Neville Rodie & Shaw
New York
$317K
VHAM
1891
Van Hulzen Asset Management
California
$317K
FFC
1892
Frederick Financial Consultants
Maryland
$316K
GHA
1893
Granite Harbor Advisors
Texas
$316K
FC
1894
Fusion Capital
South Carolina
$316K
JCM
1895
J2 Capital Management
Michigan
$316K
FCA
1896
FLC Capital Advisors
California
$316K
WMA
1897
Wealth Management Associates
New Jersey
$316K
ACC
1898
Acorn Creek Capital
Colorado
$314K
GAM
1899
Gemmer Asset Management
California
$314K
GIM
1900
Groesbeck Investment Management
New Jersey
$313K