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