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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
SWP
2026
ShoreHaven Wealth Partners
New Jersey
$254K
PCH
2027
PGIM Custom Harvest
New Jersey
$253K
CCG
2028
Coastwise Capital Group
California
$253K
BWP
2029
Baldwin Wealth Partners
Massachusetts
$252K
DAC
2030
Dividend Assets Capital
South Carolina
$252K
SGFG
2031
Silver Grove Financial Group
New York
$252K
NCM
2032
Novare Capital Management
North Carolina
$251K
MLFP
2033
MPS Loria Financial Planners
Illinois
$251K
LCM
2034
Landscape Capital Management
New Jersey
$251K
ISWM
2035
Independent Solutions Wealth Management
New York
$251K
CW
2036
Channel Wealth
California
$250K
SWGC
2037
Summit Wealth Group (Colorado)
Colorado
$250K
TC
2038
Tannin Capital
North Carolina
$250K
RFM
2039
Royal Fund Management
Florida
$249K
FWP
2040
Fiduciary Wealth Partners
Massachusetts
$249K
CRI
2041
Colonial River Investments
Virginia
$249K
CAM
2042
Cozad Asset Management
Illinois
$248K
ACP
2043
Aviance Capital Partners
Florida
$248K
NWA
2044
New World Advisors
Massachusetts
$248K
BSSFA
2045
Baron Silver Stevens Financial Advisors
Florida
$248K
JEST
2046
JTC Employer Solutions Trustee
Jersey
$247K
CC
2047
Constitution Capital
Connecticut
$247K
KA
2048
Kearns & Associates
California
$247K
FA
2049
FDx Advisors
Illinois
$246K
BGAI
2050
Bruce G. Allen Investments
Colorado
$245K