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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
DPW
2276
DiNuzzo Private Wealth
Pennsylvania
$69.1K
NWS
2277
Nvest Wealth Strategies
Ohio
$68.8K
IWS
2278
Intentional Wealth Strategies
Colorado
$68.6K
TLCM
2279
Twin Lakes Capital Management
California
$67.1K
ACA
2280
American Capital Advisory
Idaho
$66.7K
SC
2281
Solstein Capital
California
$65.7K
KAS
2282
Kemnay Advisory Services
New York
$64.2K
RF
2283
Roxbury Financial
New Jersey
$62.1K
MFT
2284
Moisand Fitzgerald Tamayo
Florida
$62K
FCT
2285
First Community Trust
Iowa
$61.4K
EIM
2286
Essex Investment Management
Massachusetts
$59.7K
TWD
2287
True Wealth Design
Ohio
$59.4K
FNWA
2288
Financial Network Wealth Advisors
Utah
$59.2K
ETS
2289
ESL Trust Services
New York
$59.2K
AFC
2290
Ares Financial Consulting
California
$59.2K
CC
2291
Corsicana & Co
Texas
$58.3K
FCAS
2292
First Command Advisory Services
Texas
$57.3K
NF
2293
Napier Financial
Massachusetts
$56.8K
GCP
2294
Gill Capital Partners
Colorado
$56.4K
1CP
2295
1015 Capital Partners
Pennsylvania
$55.8K
FWA
2296
Flagship Wealth Advisors
Massachusetts
$55.8K
DFA
2297
DHJJ Financial Advisors
Illinois
$55.7K
KG
2298
Kilter Group
New York
$55.5K
IWP
2299
IAG Wealth Partners
Wisconsin
$54.3K
SIC
2300
SJS Investment Consulting
Ohio
$52.8K