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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
JFGLC
1926
Johnson Financial Group LLC (Colorado)
Colorado
$303K
FWA
1927
FSM Wealth Advisors
Ohio
$303K
TSMHT
1928
Thurston Springer Miller Herd & Titak
Indiana
$303K
KBFS
1929
Kohmann Bosshard Financial Services
Ohio
$301K
PSCM
1930
Per Stirling Capital Management
Texas
$301K
BWM
1931
BlackDiamond Wealth Management
New York
$301K
PTFIS
1932
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$301K
SWM
1933
Silverlake Wealth Management
Vermont
$301K
DOA
1934
D'Orazio & Associates
Virginia
$300K
PK
1935
Pflug Koory
Nebraska
$300K
NWM
1936
Nolet Wealth Management
Texas
$300K
BPW
1937
Bingham Private Wealth
California
$300K
CWS
1938
Confluence Wealth Services
Pennsylvania
$300K
TWP
1939
Tyche Wealth Partners
Texas
$299K
MM
1940
MQS Management
New York
$298K
SMA
1941
Seven Mile Advisory
New Jersey
$297K
AIM
1942
Athena Investment Management
California
$297K
EW
1943
Entruity Wealth
California
$296K
NCM
1944
Neumann Capital Management
California
$296K
RC
1945
Reik & Co
New York
$296K
BWM
1946
BAM Wealth Management
Colorado
$295K
NSB
1947
Norway Savings Bank
Maine
$294K
BSG
1948
Black Swift Group
Colorado
$292K
WA
1949
WealthTrust Axiom
Pennsylvania
$291K
CBT
1950
Central Bank & Trust
Kentucky
$291K