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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
BCM
2301
Boreal Capital Management
Florida
$51K
MSG
2302
Main Street Group
Virginia
$50.5K
AIM
2303
Access Investment Management
Georgia
$49.9K
MCA
2304
McGuire Capital Advisors
Oklahoma
$48.5K
PP
2305
Paladin Partners
Wisconsin
$47.6K
RWM
2306
RMG Wealth Management
Wisconsin
$47.4K
MWA
2307
Miller Wealth Advisors
Colorado
$46.9K
MWA
2308
Medallion Wealth Advisors
Connecticut
$45.8K
TFG
2309
Team Financial Group
California
$45.4K
AWM
2310
Abound Wealth Management
Tennessee
$45.4K
TCM
2311
Triumph Capital Management
Colorado
$45.1K
HPBT
2312
Hickory Point Bank & Trust
Illinois
$44.6K
MO
2313
McMillan Office
Michigan
$43.9K
BTC
2314
Bank & Trust Company
Illinois
$43.6K
PF
2315
PlanVest Financial
Maryland
$42.8K
BAM
2316
Byrne Asset Management
New Jersey
$42.6K
OWA
2317
Opal Wealth Advisors
New York
$42.5K
EC
2318
Elequin Capital
New York
$41.5K
PMFA
2319
Plante Moran Financial Advisors
Michigan
$41.2K
DWP
2320
Destiny Wealth Partners
Florida
$41.1K
Q1WB
2321
Quest 10 Wealth Builders
Virginia
$41K
AT
2322
Arlington Trust
Alabama
$40.2K
HFM
2323
Hartford Financial Management
Connecticut
$40K
RF
2324
Rossby Financial
Florida
$39.5K
EAM
2325
Eukles Asset Management
Ohio
$39.3K