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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
BA
2451
Bard Associates
Illinois
$4.44K
APW
2452
Acima Private Wealth
Virginia
$4.28K
FCG
2453
Financial Connections Group
California
$4K
PP
2454
PFS Partners
New Jersey
$3.79K
HIA
2455
HFM Investment Advisors
New Jersey
$3.29K
GWSA
2456
Global Wealth Strategies & Associates
Colorado
$3.2K
LFA
2457
Longview Financial Advisors
Alabama
$3.15K
CMP
2458
Coston McIsaac & Partners
Maine
$3K
IW
2459
Imprint Wealth
South Carolina
$2.63K
TBFAI
2460
Three Bearings Fiduciary Advisors, Inc.
New Hampshire
$2.47K
FGAM
2461
Financial Gravity Asset Management
Texas
$2.47K
CYG
2462
Clean Yield Group
Vermont
$2.3K
PIS
2463
POM Investment Strategies
North Carolina
$2.14K
DF
2464
DecisionPoint Financial
Arizona
$1.98K
KCM
2465
Key Capital Management
Tennessee
$1.98K
VR
2466
Vision Retirement
New Jersey
$1.98K
CCC
2467
Chelsea Counsel Company
California
$1.65K
MSWM
2468
Mowery & Schoenfeld Wealth Management
Illinois
$1.49K
JFA
2469
JNBA Financial Advisors
Minnesota
$1.32K
P
2470
Palladiem
Pennsylvania
$1.24K
PJC
2471
Phillip James Consulting
Minnesota
$1K
NL
2472
NorthAvenue LLC
Ohio
$988
IPS
2473
Investors Portfolio Services
Washington
$970
APW
2474
Atlantic Private Wealth
North Carolina
$823
LWMI
2475
Legacy Wealth Management (Idaho)
Idaho
$659