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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
FP
2426
Financial Perspectives
Minnesota
$8.45K
RIAS
2427
Rachor Investment Advisory Services
Michigan
$8.42K
MAS
2428
MPWM Advisory Solutions
Georgia
$8.39K
MWM
2429
Magnolia Wealth Management
Alabama
$8.39K
T
2430
Tidemark
California
$8.23K
SFAM
2431
Sawyer Falduto Asset Management
Illinois
$8.23K
HHCP
2432
Hilton Head Capital Partners
South Carolina
$7.74K
QWM
2433
Quaker Wealth Management
New Jersey
$7.57K
SRCM
2434
Signature Resources Capital Management
California
$7.41K
GFA
2435
Godfrey Financial Associates
New York
$7.24K
CJ
2436
Caitlin John
Michigan
$7.24K
IWM
2437
IMG Wealth Management
Florida
$6.75K
SG
2438
Sankala Group
Colorado
$6.73K
AW
2439
Ankerstar Wealth
Texas
$6.58K
WA
2440
WestEnd Advisors
North Carolina
$6.42K
CFSG
2441
Community Financial Services Group
Vermont
$6.31K
TM
2442
Torren Management
California
$6.17K
LA
2443
LM Advisors
California
$6.12K
CAM
2444
Costello Asset Management
Pennsylvania
$5.92K
TFA
2445
Toth Financial Advisory
Virginia
$5.76K
CIAS
2446
CBIZ Investment Advisory Services
Ohio
$5.27K
AG
2447
AmeriFlex Group
Nevada
$5.13K
OCM
2448
Osbon Capital Management
Massachusetts
$4.94K
SIS
2449
Strategic Investment Solutions
Illinois
$4.94K
SA
2450
Strategic Advocates
Utah
$4.77K