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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
GGI
2001
Godsey & Gibb Inc
Virginia
$268K
HPM
2002
Hoxton Planning & Management
West Virginia
$268K
MA
2003
MONECO Advisors
Connecticut
$267K
BWCS
2004
Beirne Wealth Consulting Services
Connecticut
$266K
EC
2005
EntryPoint Capital
New York
$266K
WAG
2006
Wallace Advisory Group
California
$266K
WHG
2007
Westwood Holdings Group
Texas
$266K
WTB
2008
Washington Trust Bank
Washington
$265K
RPSA
2009
Richard P. Slaughter Associates
Texas
$265K
CCA
2010
Carrera Capital Advisors
Michigan
$264K
EBSAM
2011
Eubel Brady & Suttman Asset Management
Ohio
$264K
GPFA
2012
Game Plan Financial Advisors
Ohio
$263K
MFS
2013
McNamara Financial Services
Massachusetts
$263K
NI
2014
Natural Investments
California
$263K
1IA
2015
1834 Investment Advisors
Wisconsin
$263K
GIA
2016
GHP Investment Advisors
Colorado
$263K
OM
2017
OV Management
Minnesota
$262K
GA
2018
Goldstein Advisors
Wisconsin
$259K
PHS
2019
Pekin Hardy Strauss
Illinois
$259K
SMC
2020
Smith, Moore & Co
Missouri
$258K
NQWM
2021
Northwest Quadrant Wealth Management
Oregon
$258K
REMPR
2022
Roof Eidam Maycock Peralta (REMP)
California
$257K
BW
2023
Bravera Wealth
North Dakota
$256K
BIG
2024
Brookwood Investment Group
Arizona
$255K
BFM
2025
Boothbay Fund Management
New York
$255K