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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
RWS
2401
Retirement Wealth Solutions
Wisconsin
$14K
PP
2402
Pacifica Partners
Canada
$13.5K
SHIM
2403
Stone House Investment Management
Pennsylvania
$13.2K
BH
2404
Burk Holdings
Oklahoma
$13K
CTWM
2405
Cherry Tree Wealth Management
Minnesota
$12.8K
AIM
2406
Arcadia Investment Management
Michigan
$12.7K
FC
2407
Financial Consulate
Maryland
$12.7K
CTB
2408
Country Trust Bank
Illinois
$12.5K
PS
2409
PayPay Securities
Japan
$12.4K
EWM
2410
Evermay Wealth Management
Virginia
$12K
CCMI
2411
Creative Capital Management Investments
California
$11.8K
PWA
2412
Portus Wealth Advisors
North Carolina
$11.7K
CFG
2413
Clayton Financial Group
Missouri
$11K
VWM
2414
Vermillion Wealth Management
Minnesota
$10.9K
TCM
2415
TD Capital Management
Tennessee
$10.1K
FRA
2416
Front Row Advisors
California
$9.87K
BW
2417
Basepoint Wealth
Iowa
$9.82K
RCM
2418
Richardson Capital Management
Wisconsin
$9.71K
CWA
2419
Carolina Wealth Advisors
South Carolina
$9.54K
HIW
2420
Holos Integrated Wealth
Pennsylvania
$9.43K
IRAG
2421
Investment Research & Advisory Group
Georgia
$9.38K
MPG
2422
My Portfolio Guide
California
$9.27K
YAL
2423
Your Advocates Ltd
Texas
$9.22K
RF
2424
RetireMitten Financial
Michigan
$9.05K
MAM
2425
Marquette Asset Management
Minnesota
$8.72K