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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
OPTFSNA
1951
Old Point Trust & Financial Services N A
Virginia
$291K
EWM
1952
Edge Wealth Management
New York
$291K
RA
1953
Rise Advisors
New York
$291K
HL
1954
HeadInvest LLC
Maine
$291K
BO
1955
Bank OZK
Arkansas
$290K
QPWM
1956
Quadrant Private Wealth Management
Pennsylvania
$289K
MWM
1957
Maltin Wealth Management
New Jersey
$288K
WP
1958
Westmount Partners
California
$287K
CCG
1959
Catalina Capital Group
California
$287K
TAFW
1960
Tred Avon Family Wealth
Maryland
$286K
MSWM
1961
Master's Wealth Management
Pennsylvania
$286K
PWP
1962
Precedent Wealth Partners
Texas
$286K
AGC
1963
August Group Capital
$286K
SLC
1964
Second Line Capital
Louisiana
$286K
AWA
1965
AGH Wealth Advisors
Kansas
$285K
WAM
1966
Weatherly Asset Management
California
$285K
TAM
1967
Titleist Asset Management
Texas
$284K
BWM
1968
Brown Wealth Management
Illinois
$284K
SP
1969
Symmetry Partners
Connecticut
$284K
OCWP
1970
Owl Creek Wealth Partners
Colorado
$284K
MWM
1971
MinichMacGregor Wealth Management
New York
$283K
WIM
1972
Warwick Investment Management
Texas
$281K
AWM
1973
Aries Wealth Management
Maine
$281K
CMBA
1974
C.M. Bidwell & Associates
Hawaii
$281K
SL
1975
Summitry LLC
California
$281K