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Morgan Stanley

2,479 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, 930 reducing their positions, and 158 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 (-$22B)

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
2,479
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
LFP
1976
Leeward Financial Partners
Washington
$279K
SIA
1977
Strategic Investment Advisors
Michigan
$278K
FGA
1978
Fortis Group Advisors
New Jersey
$275K
SPWM
1979
Schrum Private Wealth Management
Florida
$275K
MGWM
1980
Marks Group Wealth Management
Minnesota
$273K
FWP
1981
Falcon Wealth Planning
California
$273K
AI
1982
Auour Investments
Massachusetts
$273K
CCG
1983
Cypress Capital Group
Florida
$272K
KIM
1984
Kestra Investment Management
Texas
$271K
ATS
1985
Ashton Thomas Securities
New York
$271K
FVWA
1986
Foster Victor Wealth Advisors
South Carolina
$271K
CWM
1987
Centurion Wealth Management
Virginia
$271K
TFM
1988
TFC Financial Management
Massachusetts
$270K
JAG
1989
Journey Advisory Group
Kentucky
$270K
AAG
1990
Armstrong Advisory Group
Massachusetts
$270K
GKWIM
1991
Gerber Kawasaki Wealth & Investment Management
California
$270K
BLC
1992
Brown, Lisle/Cummings
Rhode Island
$269K
BL
1993
Balentine LLC
Georgia
$269K
BWAM
1994
Boyd Watterson Asset Management
Ohio
$269K
LFM
1995
LGT Fund Management
Liechtenstein
$268K
HIA
1996
HTG Investment Advisors
Connecticut
$268K
GGI
1997
Godsey & Gibb Inc
Virginia
$268K
HPM
1998
Hoxton Planning & Management
West Virginia
$268K
MA
1999
MONECO Advisors
Connecticut
$267K
BWCS
2000
Beirne Wealth Consulting Services
Connecticut
$266K