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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
AW
2326
Avion Wealth
Texas
$38K
SR
2327
Swiss Re
Switzerland
$37.9K
FFA
2328
Frazier Financial Advisors
Ohio
$35.7K
JGCM
2329
Joseph Group Capital Management
Ohio
$35.4K
DCM
2330
Davis Capital Management
Florida
$34.7K
GWP
2331
Gen-Wealth Partners
Michigan
$34.7K
WAG
2332
Wilkerson Advisory Group
Missouri
$34.6K
1L
2333
10Elms LLP
Oklahoma
$33.2K
BHWM
2334
Beaird Harris Wealth Management
Texas
$33.2K
CAM
2335
Close Asset Management
United Kingdom
$33K
MIM
2336
MTM Investment Management
South Carolina
$32.9K
WOSD
2337
WFA of San Diego
California
$32.9K
SSG
2338
Summit Securities Group
New York
$32.6K
HNW
2339
High Note Wealth
Minnesota
$31.9K
T2I
2340
Turim 21 Investimentos
Brazil
$31.9K
HWP
2341
Highline Wealth Partners
California
$31.7K
MAM
2342
Meeder Asset Management
Ohio
$30.9K
B
2343
Bayban
Minnesota
$30.9K
EPIMS
2344
Evelyn Partners Investment Management Services
$30.4K
EF
2345
Entrust Financial
Pennsylvania
$30.2K
CWP
2346
Clark Wealth Partners
Illinois
$30.1K
QL
2347
Quarry LP
New York
$29.6K
RTL
2348
Red Tortoise LLC
Georgia
$29K
NWMP
2349
Noble Wealth Management PBC
Colorado
$29K
DF
2350
Dunhill Financial
United Kingdom
$28.9K