We are live on ! Find out more
MS icon

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
ACA
2276
American Capital Advisory
Idaho
$66.7K
SC
2277
Solstein Capital
California
$65.7K
KAS
2278
Kemnay Advisory Services
New York
$64.2K
RF
2279
Roxbury Financial
New Jersey
$62.1K
MFT
2280
Moisand Fitzgerald Tamayo
Florida
$62K
FCT
2281
First Community Trust
Iowa
$61.4K
EIM
2282
Essex Investment Management
Massachusetts
$59.7K
TWD
2283
True Wealth Design
Ohio
$59.4K
FNWA
2284
Financial Network Wealth Advisors
Utah
$59.2K
ETS
2285
ESL Trust Services
New York
$59.2K
AFC
2286
Ares Financial Consulting
California
$59.2K
CC
2287
Corsicana & Co
Texas
$58.3K
FCAS
2288
First Command Advisory Services
Texas
$57.3K
NF
2289
Napier Financial
Massachusetts
$56.8K
GCP
2290
Gill Capital Partners
Colorado
$56.4K
1CP
2291
1015 Capital Partners
Pennsylvania
$55.8K
FWA
2292
Flagship Wealth Advisors
Massachusetts
$55.8K
DFA
2293
DHJJ Financial Advisors
Illinois
$55.7K
KG
2294
Kilter Group
New York
$55.5K
IWP
2295
IAG Wealth Partners
Wisconsin
$54.3K
SIC
2296
SJS Investment Consulting
Ohio
$52.8K
BCM
2297
Boreal Capital Management
Florida
$51K
MSG
2298
Main Street Group
Virginia
$50.5K
AIM
2299
Access Investment Management
Georgia
$49.9K
MCA
2300
McGuire Capital Advisors
Oklahoma
$48.5K