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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
TCM
2251
Tradewinds Capital Management
Washington
$84.8K
OWP
2252
ORG Wealth Partners
Texas
$84.6K
AF
2253
Aviso Financial
Ontario, Canada
$82.3K
USB
2254
Union Savings Bank
Connecticut
$82.1K
BGC
2255
Beutel, Goodman & Co
Ontario, Canada
$82K
WA
2256
Whipplewood Advisors
Colorado
$82K
AAG
2257
Accordant Advisory Group
Maryland
$77.3K
PGAM
2258
Princeton Global Asset Management
New Jersey
$74.7K
MGI
2259
Miller Global Investments
Texas
$74.5K
RFG
2260
REAP Financial Group
Texas
$74.4K
IAS
2261
IMA Advisory Services
Colorado
$74.2K
BCM
2262
Basso Capital Management
Connecticut
$73.1K
PWA
2263
Provenance Wealth Advisors
Florida
$72.9K
MSWA
2264
Marshall & Sterling Wealth Advisors
New York
$72.4K
SN
2265
Sittner & Nelson
Oregon
$71.3K
VWA
2266
VSM Wealth Advisory
Maryland
$70.8K
AEPWM
2267
Atlantic Edge Private Wealth Management
Florida
$70.8K
WG
2268
Wellington Group
Indiana
$70.8K
GA
2269
GoalVest Advisory
New York
$69.9K
DWM
2270
Dogwood Wealth Management
Kansas
$69.3K
WA
2271
Westfuller Advisors
New York
$69.2K
DPW
2272
DiNuzzo Private Wealth
Pennsylvania
$69.1K
NWS
2273
Nvest Wealth Strategies
Ohio
$68.8K
IWS
2274
Intentional Wealth Strategies
Colorado
$68.6K
TLCM
2275
Twin Lakes Capital Management
California
$67.1K