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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
PGWM
2101
Pitti Group Wealth Management
New York
$226K
W
2102
Wealthquest
Ohio
$225K
SPWM
2103
Spartan Planning & Wealth Management
North Carolina
$225K
LWA
2104
Legacy Wealth Advisors
Florida
$225K
WPA
2105
West Paces Advisors
Georgia
$224K
HIM
2106
Hanlon Investment Management
New Jersey
$224K
AWP
2107
Axis Wealth Partners
Rhode Island
$224K
SCM
2108
Silvant Capital Management
Georgia
$223K
SIS
2109
Sound Income Strategies
Florida
$223K
AWM
2110
Act Wealth Management
Texas
$222K
CNBTD
2111
Citizens National Bank Trust Department
Mississippi
$222K
CCWM
2112
Cassaday & Co Wealth Management
Virginia
$222K
PSB
2113
Piscataqua Savings Bank
New Hampshire
$221K
RW
2114
RVW Wealth
California
$221K
BC
2115
Brio Consultants
California
$220K
SFG
2116
Shum Financial Group
California
$220K
AOWM
2117
Asset One Wealth Management
Washington
$220K
BIM
2118
Bridges Investment Management
Nebraska
$219K
T
2119
TOBAM
France
$219K
BFG
2120
Beto Financial Group
Idaho
$218K
SL
2121
StoryOne LLC
Kansas
$218K
TCWM
2122
Total Clarity Wealth Management
Illinois
$217K
AIP
2123
Avail Investment Partners
Pennsylvania
$217K
PCM
2124
Pointe Capital Management
Michigan
$217K
HCMG
2125
Howard Capital Management Group
California
$217K