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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
NWS
2276
Nvest Wealth Strategies
Ohio
$68.8K
IWS
2277
Intentional Wealth Strategies
Colorado
$68.6K
TLCM
2278
Twin Lakes Capital Management
California
$67.1K
ACA
2279
American Capital Advisory
Idaho
$66.7K
SC
2280
Solstein Capital
California
$65.7K
KAS
2281
Kemnay Advisory Services
New York
$64.2K
RF
2282
Roxbury Financial
New Jersey
$62.1K
MFT
2283
Moisand Fitzgerald Tamayo
Florida
$62K
FCT
2284
First Community Trust
Iowa
$61.4K
EIM
2285
Essex Investment Management
Massachusetts
$59.7K
TWD
2286
True Wealth Design
Ohio
$59.4K
FNWA
2287
Financial Network Wealth Advisors
Utah
$59.2K
ETS
2288
ESL Trust Services
New York
$59.2K
AFC
2289
Ares Financial Consulting
California
$59.2K
CC
2290
Corsicana & Co
Texas
$58.3K
FCAS
2291
First Command Advisory Services
Texas
$57.3K
NF
2292
Napier Financial
Massachusetts
$56.8K
GCP
2293
Gill Capital Partners
Colorado
$56.4K
1CP
2294
1015 Capital Partners
Pennsylvania
$55.8K
FWA
2295
Flagship Wealth Advisors
Massachusetts
$55.8K
DFA
2296
DHJJ Financial Advisors
Illinois
$55.7K
KG
2297
Kilter Group
New York
$55.5K
IWP
2298
IAG Wealth Partners
Wisconsin
$54.3K
SIC
2299
SJS Investment Consulting
Ohio
$52.8K
BCM
2300
Boreal Capital Management
Florida
$51K