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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
KA
2051
Kearns & Associates
California
$247K
FA
2052
FDx Advisors
Illinois
$246K
BGAI
2053
Bruce G. Allen Investments
Colorado
$245K
XF
2054
XML Financial
Maryland
$245K
WA
2055
Wealth Architects
California
$245K
TWA
2056
TCI Wealth Advisors
Arizona
$244K
CWG
2057
Crown Wealth Group
North Carolina
$244K
SFB
2058
STAR Financial Bank
Indiana
$244K
TIA
2059
Traphagen Investment Advisors
New Jersey
$242K
JRPIM
2060
Journey Retirement Planning & Investment Management
Idaho
$242K
LRIC
2061
Long Road Investment Counsel
Michigan
$240K
DWM
2062
Drive Wealth Management
Utah
$240K
KCM
2063
Kanawha Capital Management
Virginia
$240K
DAS
2064
Diversify Advisory Services
Utah
$240K
SA
2065
Sonoma Allocations
California
$239K
CS
2066
Cannell & Spears
New York
$239K
LWM
2067
Liberty Wealth Management
California
$239K
RWI
2068
Red Wave Investments
Pennsylvania
$239K
LAMC
2069
Longview Asset Management (California)
California
$239K
DM
2070
Diversified Management
Wisconsin
$238K
PAG
2071
Powers Advisory Group
Illinois
$238K
T
2072
TrustBank
Illinois
$238K
MCM
2073
Manchester Capital Management
Vermont
$236K
OFS
2074
Orrstown Financial Services
Pennsylvania
$236K
EWM
2075
EPG Wealth Management
Georgia
$235K