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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
NA
2251
Networth Advisors
Pennsylvania
$90.2K
CW
2252
Curio Wealth
Maryland
$87.4K
NFSG
2253
Newbridge Financial Services Group
Florida
$85.8K
DWA
2254
Delos Wealth Advisors
Texas
$85.1K
TCM
2255
Tradewinds Capital Management
Washington
$84.8K
OWP
2256
ORG Wealth Partners
Texas
$84.6K
AF
2257
Aviso Financial
Ontario, Canada
$82.3K
USB
2258
Union Savings Bank
Connecticut
$82.1K
BGC
2259
Beutel, Goodman & Co
Ontario, Canada
$82K
WA
2260
Whipplewood Advisors
Colorado
$82K
AAG
2261
Accordant Advisory Group
Maryland
$77.3K
PGAM
2262
Princeton Global Asset Management
New Jersey
$74.7K
MGI
2263
Miller Global Investments
Texas
$74.5K
RFG
2264
REAP Financial Group
Texas
$74.4K
IAS
2265
IMA Advisory Services
Colorado
$74.2K
BCM
2266
Basso Capital Management
Connecticut
$73.1K
PWA
2267
Provenance Wealth Advisors
Florida
$72.9K
MSWA
2268
Marshall & Sterling Wealth Advisors
New York
$72.4K
SN
2269
Sittner & Nelson
Oregon
$71.3K
VWA
2270
VSM Wealth Advisory
Maryland
$70.8K
AEPWM
2271
Atlantic Edge Private Wealth Management
Florida
$70.8K
WG
2272
Wellington Group
Indiana
$70.8K
GA
2273
GoalVest Advisory
New York
$69.9K
DWM
2274
Dogwood Wealth Management
Kansas
$69.3K
WA
2275
Westfuller Advisors
New York
$69.2K