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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
CIAS
2451
CBIZ Investment Advisory Services
Ohio
$5.27K
AG
2452
AmeriFlex Group
Nevada
$5.13K
OCM
2453
Osbon Capital Management
Massachusetts
$4.94K
SIS
2454
Strategic Investment Solutions
Illinois
$4.94K
SA
2455
Strategic Advocates
Utah
$4.77K
BA
2456
Bard Associates
Illinois
$4.44K
APW
2457
Acima Private Wealth
Virginia
$4.28K
FCG
2458
Financial Connections Group
California
$4K
PP
2459
PFS Partners
New Jersey
$3.79K
HIA
2460
HFM Investment Advisors
New Jersey
$3.29K
GWSA
2461
Global Wealth Strategies & Associates
Colorado
$3.2K
LFA
2462
Longview Financial Advisors
Alabama
$3.15K
CMP
2463
Coston McIsaac & Partners
Maine
$3K
IW
2464
Imprint Wealth
South Carolina
$2.63K
TBFA
2465
Three Bearings Fiduciary Advisors
New Hampshire
$2.47K
FGAM
2466
Financial Gravity Asset Management
Texas
$2.47K
CYG
2467
Clean Yield Group
Vermont
$2.3K
PIS
2468
POM Investment Strategies
North Carolina
$2.14K
DF
2469
DecisionPoint Financial
Arizona
$1.98K
KCM
2470
Key Capital Management
Tennessee
$1.98K
VR
2471
Vision Retirement
New Jersey
$1.98K
CCC
2472
Chelsea Counsel Company
California
$1.65K
MSWM
2473
Mowery & Schoenfeld Wealth Management
Illinois
$1.49K
JFA
2474
JNBA Financial Advisors
Minnesota
$1.32K
P
2475
Palladiem
Pennsylvania
$1.24K