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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
CC
2051
Constitution Capital
Connecticut
$247K
KA
2052
Kearns & Associates
California
$247K
FA
2053
FDx Advisors
Illinois
$246K
BGAI
2054
Bruce G. Allen Investments
Colorado
$245K
XF
2055
XML Financial
Maryland
$245K
WA
2056
Wealth Architects
California
$245K
TWA
2057
TCI Wealth Advisors
Arizona
$244K
CWG
2058
Crown Wealth Group
North Carolina
$244K
SFB
2059
STAR Financial Bank
Indiana
$244K
TIA
2060
Traphagen Investment Advisors
New Jersey
$242K
JRPIM
2061
Journey Retirement Planning & Investment Management
Idaho
$242K
LRIC
2062
Long Road Investment Counsel
Michigan
$240K
DWM
2063
Drive Wealth Management
Utah
$240K
KCM
2064
Kanawha Capital Management
Virginia
$240K
DAS
2065
Diversify Advisory Services
Utah
$240K
SA
2066
Sonoma Allocations
California
$239K
CS
2067
Cannell & Spears
New York
$239K
LWM
2068
Liberty Wealth Management
California
$239K
RWI
2069
Red Wave Investments
Pennsylvania
$239K
LAMC
2070
Longview Asset Management (California)
California
$239K
DM
2071
Diversified Management
Wisconsin
$238K
PAG
2072
Powers Advisory Group
Illinois
$238K
T
2073
TrustBank
Illinois
$238K
MCM
2074
Manchester Capital Management
Vermont
$236K
OFS
2075
Orrstown Financial Services
Pennsylvania
$236K