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