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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
LF
2151
Lantz Financial
Illinois
$207K
TAM
2152
Trillium Asset Management
Massachusetts
$207K
PS
2153
Planned Solutions
California
$207K
BW
2154
BXM Wealth
Colorado
$207K
EFG
2155
Embree Financial Group
Illinois
$206K
OL
2156
one8zero8 LLC
North Carolina
$206K
SC
2157
Stephenson & Company
California
$206K
MCC
2158
Money Concepts Capital
Florida
$205K
SCP
2159
Sivia Capital Partners
California
$205K
LCM
2160
Leisure Capital Management
California
$205K
XWL
2161
XXI Wealth LLC
Illinois
$205K
ACM
2162
Anfield Capital Management
California
$204K
CG
2163
CFO4Life Group
Texas
$204K
BW
2164
BIP Wealth
Georgia
$203K
WAM
2165
Walker Asset Management
Missouri
$203K
RWA
2166
Reicon Wealth Advisors
Georgia
$202K
EWA
2167
Eagle Wealth Advisors
Connecticut
$202K
GPW
2168
Genesis Private Wealth
Virginia
$202K
SFG
2169
Sunburst Financial Group
Alabama
$202K
FSAG
2170
Financial Solutions Advisory Group
Illinois
$202K
IF
2171
IRON Financial
Illinois
$202K
CT
2172
Colonial Trust
South Carolina
$201K
JSAM
2173
J. Safra Asset Management
New York
$201K
ABTD
2174
Arvest Bank Trust Division
Oklahoma
$200K
BEC
2175
Blue Edge Capital
Virginia
$200K