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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
WPA
2101
West Paces Advisors
Georgia
$224K
HIM
2102
Hanlon Investment Management
New Jersey
$224K
AWP
2103
Axis Wealth Partners
Rhode Island
$224K
SCM
2104
Silvant Capital Management
Georgia
$223K
SIS
2105
Sound Income Strategies
Florida
$223K
AWM
2106
Act Wealth Management
Texas
$222K
CNBTD
2107
Citizens National Bank Trust Department
Mississippi
$222K
CCWM
2108
Cassaday & Co Wealth Management
Virginia
$222K
PSB
2109
Piscataqua Savings Bank
New Hampshire
$221K
RW
2110
RVW Wealth
California
$221K
BC
2111
Brio Consultants
California
$220K
SFG
2112
Shum Financial Group
California
$220K
AOWM
2113
Asset One Wealth Management
Washington
$220K
BIM
2114
Bridges Investment Management
Nebraska
$219K
T
2115
TOBAM
France
$219K
BFG
2116
Beto Financial Group
Idaho
$218K
SL
2117
StoryOne LLC
Kansas
$218K
TCWM
2118
Total Clarity Wealth Management
Illinois
$217K
AIP
2119
Avail Investment Partners
Pennsylvania
$217K
PCM
2120
Pointe Capital Management
Michigan
$217K
HCMG
2121
Howard Capital Management Group
California
$217K
VCM
2122
Virtue Capital Management
Tennessee
$216K
TPWA
2123
Twin Peaks Wealth Advisors
California
$216K
DIP
2124
Davis Investment Partners
North Carolina
$215K
CCA
2125
Clearwater Capital Advisors
Illinois
$215K