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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
EWM
1951
Edge Wealth Management
New York
$291K
RA
1952
Rise Advisors
New York
$291K
HL
1953
HeadInvest LLC
Maine
$291K
BO
1954
Bank OZK
Arkansas
$290K
QPWM
1955
Quadrant Private Wealth Management
Pennsylvania
$289K
MWM
1956
Maltin Wealth Management
New Jersey
$288K
WP
1957
Westmount Partners
California
$287K
CCG
1958
Catalina Capital Group
California
$287K
TAFW
1959
Tred Avon Family Wealth
Maryland
$286K
MSWM
1960
Master's Wealth Management
Pennsylvania
$286K
PWP
1961
Precedent Wealth Partners
Texas
$286K
AGC
1962
August Group Capital
$286K
SLC
1963
Second Line Capital
Louisiana
$286K
AWA
1964
AGH Wealth Advisors
Kansas
$285K
WAM
1965
Weatherly Asset Management
California
$285K
TAM
1966
Titleist Asset Management
Texas
$284K
BWM
1967
Brown Wealth Management
Illinois
$284K
SP
1968
Symmetry Partners
Connecticut
$284K
OCWP
1969
Owl Creek Wealth Partners
Colorado
$284K
MWM
1970
MinichMacGregor Wealth Management
New York
$283K
WIM
1971
Warwick Investment Management
Texas
$281K
AWM
1972
Aries Wealth Management
Maine
$281K
CMBA
1973
C.M. Bidwell & Associates
Hawaii
$281K
SL
1974
Summitry LLC
California
$281K
KIG
1975
Kennedy Investment Group
New Jersey
$280K