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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
WMA
1901
Wealth Management Associates
New Jersey
$316K
ACC
1902
Acorn Creek Capital
Colorado
$314K
GAM
1903
Gemmer Asset Management
California
$314K
GIM
1904
Groesbeck Investment Management
New Jersey
$313K
PCM
1905
Polymer Capital Management
New York
$310K
PHAM
1906
Palisades Hudson Asset Management
Florida
$309K
SP
1907
Stonebrook Private
Michigan
$309K
ACA
1908
Atlas Capital Advisors
Wyoming
$309K
TW
1909
Tempo Wealth
Ohio
$309K
OPCM
1910
Osborne Partners Capital Management
California
$309K
VAG
1911
VisionPoint Advisory Group
Texas
$309K
DWS
1912
Discipline Wealth Solutions
South Carolina
$308K
KWMG
1913
King Wealth Management Group
Florida
$308K
BHIA
1914
Birch Hill Investment Advisors
Massachusetts
$308K
LWM
1915
LJI Wealth Management
Indiana
$308K
SFS
1916
Sharp Financial Services
Pennsylvania
$307K
SPC
1917
Spirepoint Private Client
Florida
$306K
GIM
1918
Gold Investment Management
Alberta, Canada
$305K
TWM
1919
TopTier Wealth Management
Wisconsin
$305K
WCFA
1920
Walkner Condon Financial Advisors
Wisconsin
$304K
BWM
1921
BKM Wealth Management
Wisconsin
$304K
LI
1922
Lafayette Investments
Maryland
$304K
HCWM
1923
Hidden Cove Wealth Management
Washington
$304K
OCM
1924
Objective Capital Management
Ohio
$303K
HFP
1925
Holistic Financial Partners
Indiana
$303K