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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
IRAG
2426
Investment Research & Advisory Group
Georgia
$9.38K
MPG
2427
My Portfolio Guide
California
$9.27K
YAL
2428
Your Advocates Ltd
Texas
$9.22K
RF
2429
RetireMitten Financial
Michigan
$9.05K
MAM
2430
Marquette Asset Management
Minnesota
$8.72K
FP
2431
Financial Perspectives
Minnesota
$8.45K
RIAS
2432
Rachor Investment Advisory Services
Michigan
$8.42K
MAS
2433
MPWM Advisory Solutions
Georgia
$8.39K
MWM
2434
Magnolia Wealth Management
Alabama
$8.39K
T
2435
Tidemark
California
$8.23K
SFAM
2436
Sawyer Falduto Asset Management
Illinois
$8.23K
HHCP
2437
Hilton Head Capital Partners
South Carolina
$7.74K
QWM
2438
Quaker Wealth Management
New Jersey
$7.57K
SRCM
2439
Signature Resources Capital Management
California
$7.41K
GFA
2440
Godfrey Financial Associates
New York
$7.24K
CJ
2441
Caitlin John
Michigan
$7.24K
IWM
2442
IMG Wealth Management
Florida
$6.75K
SG
2443
Sankala Group
Colorado
$6.73K
AW
2444
Ankerstar Wealth
Texas
$6.58K
WA
2445
WestEnd Advisors
North Carolina
$6.42K
CFSG
2446
Community Financial Services Group
Vermont
$6.31K
TM
2447
Torren Management
California
$6.17K
LA
2448
LM Advisors
California
$6.12K
CAM
2449
Costello Asset Management
Pennsylvania
$5.92K
TFA
2450
Toth Financial Advisory
Virginia
$5.76K