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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
VCM
2126
Virtue Capital Management
Tennessee
$216K
TPWA
2127
Twin Peaks Wealth Advisors
California
$216K
DIP
2128
Davis Investment Partners
North Carolina
$215K
CCA
2129
Clearwater Capital Advisors
Illinois
$215K
MWA
2130
Motive Wealth Advisors
Michigan
$214K
RWMG
2131
Redwood Wealth Management Group
New Jersey
$214K
PRP
2132
Peak Retirement Planning
Ohio
$214K
FA
2133
Fountainhead AM
New Jersey
$213K
RCM
2134
Raleigh Capital Management
North Carolina
$213K
AAMG
2135
AMG Asset Management Group
Georgia
$213K
TFS
2136
Thoroughbred Financial Services
Tennessee
$212K
Fiera Capital (Canada)
2137
Fiera Capital (Canada)
Quebec, Canada
$211K
GC
2138
GatePass Capital
Ohio
$211K
CFA
2139
Capstone Financial Advisors
Illinois
$211K
FRM
2140
Fox Run Management
Connecticut
$210K
SI
2141
Saxon Interests
Texas
$210K
PG
2142
Patten Group
Tennessee
$210K
CSA
2143
Cottage Street Advisors
Massachusetts
$209K
RCG
2144
Regatta Capital Group
California
$209K
VDC
2145
Van Diest Capital
Iowa
$208K
HAS
2146
HBW Advisory Services
California
$208K
CT
2147
Chicago Trust
Illinois
$208K
CFS
2148
CRA Financial Services
New Jersey
$207K
FA
2149
Fortis Advisors
Pennsylvania
$207K
SCM
2150
Sunbeam Capital Management
Georgia
$207K