We are live on ! Find out more
MS icon

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
WA
1876
WP Advisors
California
$324K
PWP
1877
Phillips Wealth Planners
Mississippi
$324K
SFGM
1878
Stonebridge Financial Group (Missouri)
Missouri
$323K
LCWP
1879
Legacy Capital Wealth Partners
Arkansas
$322K
TLFA
1880
True Link Financial Advisors
California
$322K
CFS
1881
Commonwealth Financial Services
West Virginia
$322K
TA
1882
TruWealth Advisors
Louisiana
$321K
NAM
1883
NTV Asset Management
West Virginia
$321K
SEP
1884
Southland Equity Partners
Missouri
$321K
TCMP
1885
Thrive Capital Management (Pennsylvania)
Pennsylvania
$320K
TCM
1886
Traynor Capital Management
Pennsylvania
$320K
JC
1887
JB Capital
Connecticut
$319K
WA
1888
Wealth Alliance
New York
$318K
AAG
1889
Asset Advisory Group
New Jersey
$318K
PWAM
1890
Private Wealth Asset Management
Iowa
$318K
PS
1891
Portfolio Strategies
New York
$318K
LT
1892
Legacy Trust
Michigan
$318K
NRS
1893
Neville Rodie & Shaw
New York
$317K
VHAM
1894
Van Hulzen Asset Management
California
$317K
FFC
1895
Frederick Financial Consultants
Maryland
$316K
GHA
1896
Granite Harbor Advisors
Texas
$316K
FC
1897
Fusion Capital
South Carolina
$316K
JCM
1898
J2 Capital Management
Michigan
$316K
FCA
1899
FLC Capital Advisors
California
$316K
WMA
1900
Wealth Management Associates
New Jersey
$316K