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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
KFAS
2176
Keating Financial Advisory Services
Kansas
$180K
SGK
2177
Steigerwald Gordon & Koch
Virginia
$179K
MEG
2178
Millstone Evans Group
Colorado
$178K
HWA
2179
HHM Wealth Advisors
Tennessee
$176K
TFGT
2180
TS Financial Group (TSFG)
Illinois
$176K
GPI
2181
General Partner Inc
Pennsylvania
$174K
SEP
2182
Signature Equity Partners
Ohio
$172K
AI
2183
AXS Investments
New York
$171K
VEA
2184
Virtus ETF Advisers
New York
$170K
PAG
2185
Paladin Advisory Group
Iowa
$166K
CB
2186
Centennial Bank
Arkansas
$165K
MMG
2187
Monetary Management Group
Missouri
$165K
SWA
2188
SOA Wealth Advisors
New York
$162K
HDIM
2189
Hanson & Doremus Investment Management
Vermont
$160K
MCM
2190
MV Capital Management
Maryland
$160K
SWA
2191
Strategic Wealth Advisors
Arizona
$159K
TC
2192
Trust Company
Kansas
$158K
GWS
2193
Greykasell Wealth Strategies
California
$158K
YDMI
2194
Y.D. More Investments
Israel
$157K
BWL
2195
Bogart Wealth LLC
Virginia
$156K
CFD
2196
Creative Financial Designs
Indiana
$155K
CSC
2197
Caldwell Sutter Capital
California
$151K
HIIFS
2198
Harel Insurance Investments & Financial Services
Israel
$150K
WSC
2199
Wellington Shields & Co
New York
$150K
FLP
2200
Financial Life Planners
Arizona
$150K