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Morgan Stanley

2,483 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, 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
2,483
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
CW
2251
Curio Wealth
Maryland
$87.4K
NFSG
2252
Newbridge Financial Services Group
Florida
$85.8K
DWA
2253
Delos Wealth Advisors
Texas
$85.1K
TCM
2254
Tradewinds Capital Management
Washington
$84.8K
OWP
2255
ORG Wealth Partners
Texas
$84.6K
AF
2256
Aviso Financial
Ontario, Canada
$82.3K
USB
2257
Union Savings Bank
Connecticut
$82.1K
BGC
2258
Beutel, Goodman & Co
Ontario, Canada
$82K
WA
2259
Whipplewood Advisors
Colorado
$82K
AAG
2260
Accordant Advisory Group
Maryland
$77.3K
PGAM
2261
Princeton Global Asset Management
New Jersey
$74.7K
MGI
2262
Miller Global Investments
Texas
$74.5K
RFG
2263
REAP Financial Group
Texas
$74.4K
IAS
2264
IMA Advisory Services
Colorado
$74.2K
BCM
2265
Basso Capital Management
Connecticut
$73.1K
PWA
2266
Provenance Wealth Advisors
Florida
$72.9K
MSWA
2267
Marshall & Sterling Wealth Advisors
New York
$72.4K
SN
2268
Sittner & Nelson
Oregon
$71.3K
VWA
2269
VSM Wealth Advisory
Maryland
$70.8K
AEPWM
2270
Atlantic Edge Private Wealth Management
Florida
$70.8K
WG
2271
Wellington Group
Indiana
$70.8K
GA
2272
GoalVest Advisory
New York
$69.9K
DWM
2273
Dogwood Wealth Management
Kansas
$69.3K
WA
2274
Westfuller Advisors
New York
$69.2K
DPW
2275
DiNuzzo Private Wealth
Pennsylvania
$69.1K