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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
MWA
2126
Motive Wealth Advisors
Michigan
$214K
RWMG
2127
Redwood Wealth Management Group
New Jersey
$214K
PRP
2128
Peak Retirement Planning
Ohio
$214K
FA
2129
Fountainhead AM
New Jersey
$213K
RCM
2130
Raleigh Capital Management
North Carolina
$213K
AAMG
2131
AMG Asset Management Group
Georgia
$213K
TFS
2132
Thoroughbred Financial Services
Tennessee
$212K
Fiera Capital (Canada)
2133
Fiera Capital (Canada)
Quebec, Canada
$211K
GC
2134
GatePass Capital
Ohio
$211K
CFA
2135
Capstone Financial Advisors
Illinois
$211K
FRM
2136
Fox Run Management
Connecticut
$210K
SI
2137
Saxon Interests
Texas
$210K
PG
2138
Patten Group
Tennessee
$210K
CSA
2139
Cottage Street Advisors
Massachusetts
$209K
RCG
2140
Regatta Capital Group
California
$209K
VDC
2141
Van Diest Capital
Iowa
$208K
HAS
2142
HBW Advisory Services
California
$208K
CT
2143
Chicago Trust
Illinois
$208K
CFS
2144
CRA Financial Services
New Jersey
$207K
FA
2145
Fortis Advisors
Pennsylvania
$207K
SCM
2146
Sunbeam Capital Management
Georgia
$207K
LF
2147
Lantz Financial
Illinois
$207K
TAM
2148
Trillium Asset Management
Massachusetts
$207K
PS
2149
Planned Solutions
California
$207K
BW
2150
BXM Wealth
Colorado
$207K