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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
SFG
2401
Strive Financial Group
Indiana
$15K
SIM
2402
Synergy Investment Management
Florida
$15K
HFS
2403
Hughes Financial Services
Virginia
$14.5K
BFS
2404
Bare Financial Services
Pennsylvania
$14.3K
RWS
2405
Retirement Wealth Solutions
Wisconsin
$14K
PP
2406
Pacifica Partners
Canada
$13.5K
SHIM
2407
Stone House Investment Management
Pennsylvania
$13.2K
BH
2408
Burk Holdings
Oklahoma
$13K
CTWM
2409
Cherry Tree Wealth Management
Minnesota
$12.8K
AIM
2410
Arcadia Investment Management
Michigan
$12.7K
FC
2411
Financial Consulate
Maryland
$12.7K
CTB
2412
Country Trust Bank
Illinois
$12.5K
PS
2413
PayPay Securities
Japan
$12.4K
EWM
2414
Evermay Wealth Management
Virginia
$12K
CCMI
2415
Creative Capital Management Investments
California
$11.8K
PWA
2416
Portus Wealth Advisors
North Carolina
$11.7K
CFG
2417
Clayton Financial Group
Missouri
$11K
VWM
2418
Vermillion Wealth Management
Minnesota
$10.9K
TCM
2419
TD Capital Management
Tennessee
$10.1K
FRA
2420
Front Row Advisors
California
$9.87K
BW
2421
Basepoint Wealth
Iowa
$9.82K
RCM
2422
Richardson Capital Management
Wisconsin
$9.71K
CWA
2423
Carolina Wealth Advisors
South Carolina
$9.54K
HIW
2424
Holos Integrated Wealth
Pennsylvania
$9.43K
IRAG
2425
Investment Research & Advisory Group
Georgia
$9.38K