We are live on ! Find out more
MS icon

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
DWM
2401
Darwin Wealth Management
Florida
$15.1K
SFG
2402
Strive Financial Group
Indiana
$15K
SIM
2403
Synergy Investment Management
Florida
$15K
HFS
2404
Hughes Financial Services
Virginia
$14.5K
BFS
2405
Bare Financial Services
Pennsylvania
$14.3K
RWS
2406
Retirement Wealth Solutions
Wisconsin
$14K
PP
2407
Pacifica Partners
Canada
$13.5K
SHIM
2408
Stone House Investment Management
Pennsylvania
$13.2K
BH
2409
Burk Holdings
Oklahoma
$13K
CTWM
2410
Cherry Tree Wealth Management
Minnesota
$12.8K
AIM
2411
Arcadia Investment Management
Michigan
$12.7K
FC
2412
Financial Consulate
Maryland
$12.7K
CTB
2413
Country Trust Bank
Illinois
$12.5K
PS
2414
PayPay Securities
Japan
$12.4K
EWM
2415
Evermay Wealth Management
Virginia
$12K
CCMI
2416
Creative Capital Management Investments
California
$11.8K
PWA
2417
Portus Wealth Advisors
North Carolina
$11.7K
CFG
2418
Clayton Financial Group
Missouri
$11K
VWM
2419
Vermillion Wealth Management
Minnesota
$10.9K
TCM
2420
TD Capital Management
Tennessee
$10.1K
FRA
2421
Front Row Advisors
California
$9.87K
BW
2422
Basepoint Wealth
Iowa
$9.82K
RCM
2423
Richardson Capital Management
Wisconsin
$9.71K
CWA
2424
Carolina Wealth Advisors
South Carolina
$9.54K
HIW
2425
Holos Integrated Wealth
Pennsylvania
$9.43K