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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
RWM
2301
RMG Wealth Management
Wisconsin
$47.4K
MWA
2302
Miller Wealth Advisors
Colorado
$46.9K
MWA
2303
Medallion Wealth Advisors
Connecticut
$45.8K
TFG
2304
Team Financial Group
California
$45.4K
AWM
2305
Abound Wealth Management
Tennessee
$45.4K
TCM
2306
Triumph Capital Management
Colorado
$45.1K
HPBT
2307
Hickory Point Bank & Trust
Illinois
$44.6K
MO
2308
McMillan Office
Michigan
$43.9K
BTC
2309
Bank & Trust Company
Illinois
$43.6K
PF
2310
PlanVest Financial
Maryland
$42.8K
BAM
2311
Byrne Asset Management
New Jersey
$42.6K
OWA
2312
Opal Wealth Advisors
New York
$42.5K
EC
2313
Elequin Capital
New York
$41.5K
PMFA
2314
Plante Moran Financial Advisors
Michigan
$41.2K
DWP
2315
Destiny Wealth Partners
Florida
$41.1K
Q1WB
2316
Quest 10 Wealth Builders
Virginia
$41K
AT
2317
Arlington Trust
Alabama
$40.2K
HFM
2318
Hartford Financial Management
Connecticut
$40K
RF
2319
Rossby Financial
Florida
$39.5K
EAM
2320
Eukles Asset Management
Ohio
$39.3K
BFP
2321
Birchwood Financial Partners
Minnesota
$38.8K
AW
2322
Avion Wealth
Texas
$38K
SR
2323
Swiss Re
Switzerland
$37.9K
FFA
2324
Frazier Financial Advisors
Ohio
$35.7K
JGCM
2325
Joseph Group Capital Management
Ohio
$35.4K