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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
BMWS
2076
Brady Martz Wealth Solutions
North Dakota
$235K
MF
2077
Meridian Financial
Massachusetts
$234K
PFM
2078
Patton Fund Management
Texas
$234K
SSC
2079
Syverson Strege & Co
Iowa
$233K
LTI
2080
Laffer Tengler Investments
Tennessee
$233K
RMC
2081
Resources Management Corp
Connecticut
$233K
SHGA
2082
Sand Hill Global Advisors
California
$233K
WPP
2083
Whalerock Point Partners
Rhode Island
$232K
SIG
2084
Sargent Investment Group
Maryland
$232K
PFG
2085
Pinnacle Financial Group
Illinois
$231K
6F
2086
626 Financial
Michigan
$231K
EP
2087
E6 Portfolios
Utah
$231K
AIM
2088
Axiom Investment Management
New York
$230K
DCBT
2089
Dakota Community Bank & Trust
North Dakota
$230K
ITIM
2090
Indiana Trust & Investment Management
Indiana
$229K
DW30
2091
Drucker Wealth 3.0
New Jersey
$229K
CPW
2092
Cogent Private Wealth
Florida
$229K
PTP
2093
Platform Technology Partners
New York
$227K
FWP
2094
Firethorn Wealth Partners
Georgia
$226K
FCM
2095
Fire Capital Management
California
$226K
VC
2096
Vicus Capital
Pennsylvania
$226K
PGWM
2097
Pitti Group Wealth Management
New York
$226K
W
2098
Wealthquest
Ohio
$225K
SPWM
2099
Spartan Planning & Wealth Management
North Carolina
$225K
LWA
2100
Legacy Wealth Advisors
Florida
$225K