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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
XF
2051
XML Financial
Maryland
$245K
WA
2052
Wealth Architects
California
$245K
TWA
2053
TCI Wealth Advisors
Arizona
$244K
CWG
2054
Crown Wealth Group
North Carolina
$244K
SFB
2055
STAR Financial Bank
Indiana
$244K
TIA
2056
Traphagen Investment Advisors
New Jersey
$242K
JRPIM
2057
Journey Retirement Planning & Investment Management
Idaho
$242K
LRIC
2058
Long Road Investment Counsel
Michigan
$240K
DWM
2059
Drive Wealth Management
Utah
$240K
KCM
2060
Kanawha Capital Management
Virginia
$240K
DAS
2061
Diversify Advisory Services
Utah
$240K
SA
2062
Sonoma Allocations
California
$239K
CS
2063
Cannell & Spears
New York
$239K
LWM
2064
Liberty Wealth Management
California
$239K
RWI
2065
Red Wave Investments
Pennsylvania
$239K
LAMC
2066
Longview Asset Management (California)
California
$239K
DM
2067
Diversified Management
Wisconsin
$238K
PAG
2068
Powers Advisory Group
Illinois
$238K
T
2069
TrustBank
Illinois
$238K
MCM
2070
Manchester Capital Management
Vermont
$236K
OFS
2071
Orrstown Financial Services
Pennsylvania
$236K
EWM
2072
EPG Wealth Management
Georgia
$235K
1WA
2073
180 Wealth Advisors
Washington
$235K
TCOO
2074
Trust Company of Oklahoma
Oklahoma
$235K
HFO
2075
Heritage Family Offices
Arizona
$235K