MORGAN STANLEY (MS) Stock Institutional Trading Activity


MORGAN STANLEY (MS) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q1 2026), investors with some of the largest reported share count changes include Matrix Advisors Value Fund, Sequoia Financial Advisors, Torray Fund, Hancock Classic Value, and Eagle Capital Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2022Sound Shore ManagementSell-26,621619,501$52,669,975
Q4 2022Sequoia Financial AdvisorsSell-5,22319,661$1,671,593
Q4 2022Matrix Advisors Value FundBuy37,562261,820$22,259,936
Q4 2022Hancock Classic ValueSell-4,855758,658$64,501,103
Q3 2022Eagle Capital ManagementSell-1,367,46912,611,416$996,428
Q3 2022Sound Shore ManagementSell-519,324646,122$51,050
Q3 2022Sequoia Financial AdvisorsSell-92624,884$1,095
Q3 2022Tweedy, Browne Co All Funds (US)Sell-17,615105,055$8,300
Q3 2022Matrix Advisors Value FundBuy35,860224,258$17,719
Q3 2022Hancock Classic ValueSell-15,433763,513$60,325
Q2 2022Eagle Capital ManagementSell-149,24313,978,885$1,063,234
Q2 2022Sound Shore ManagementSell-94,8011,165,446$88,644
Q2 2022Sequoia Financial AdvisorsSell-3,94625,810$1,148
Q2 2022Tweedy, Browne Co All Funds (US)Sell-103,720122,670$9,330
Q2 2022Matrix Advisors Value FundBuy32,335188,398$14,330
Q2 2022Hancock Classic ValueSell-54,048778,946$59,247
Q1 2022Eagle Capital ManagementSell-433,24314,128,128$1,234,798
Q1 2022Sound Shore ManagementBuy153,3801,260,247$110,146
Q1 2022Sequoia Financial AdvisorsSell-2,08029,756$1,604
Q1 2022Matrix Advisors Value FundBuy16156,063$13,640
Q1 2022Tweedy, Browne Co All Funds (US)Sell-11,445226,390$19,786
Q1 2022Hancock Classic ValueSell-186,002832,994$72,804
Q4 2021Eagle Capital ManagementSell-449,27514,561,371$1,429,344
Q4 2021Sound Shore ManagementSell-6,4571,106,867$108,650
Q4 2021Greenhaven AssociatesSell-257,09010,000$982
Q4 2021Sequoia Financial AdvisorsBuy20,26131,836$1,790
Q4 2021Matrix Advisors Value FundSell-944156,047$15,318
Q4 2021Hancock Classic ValueSell-735,5601,018,996$100,025
Q3 2021Eagle Capital ManagementSell-479,25315,010,646$1,460,686
Q3 2021Sound Shore ManagementSell-127,5821,113,324$108,338

Frequently asked questions about MS activity

  • Which institutional owners are buying MS?

    Institutional owners buying MS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MS activity?

    "Buy" means an investor increased their reported position in MS compared to the prior reporting period. This reflects growing exposure to MORGAN STANLEY (MS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MS increasing?

    Institutional interest in MS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.