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
Q3 2021Sequoia Financial AdvisorsSell-19,78611,575$873
Q3 2021Matrix Advisors Value FundSell-800156,991$15,277
Q3 2021Tweedy, Browne Co All Funds (US)Sell-44,200237,835$23,144
Q3 2021Hancock Classic ValueSell-654,7221,754,556$170,736
Q3 2021Greenhaven AssociatesSell-9,200267,090$25,991
Q2 2021Eagle Capital ManagementBuy3,586,06215,489,899$1,420,269
Q2 2021Sound Shore ManagementSell-60,5111,240,906$113,779
Q2 2021Sequoia Financial AdvisorsBuy2,31931,361$1,617
Q2 2021Matrix Advisors Value FundSell-2,976157,791$14,468
Q2 2021Tweedy, Browne Co All Funds (US)Sell-121,585282,035$25,860
Q2 2021Hancock Classic ValueSell-909,7202,409,278$220,907
Q2 2021Greenhaven AssociatesSell-5,417,974276,290$25,333
Q1 2021Eagle Capital ManagementSell-1,145,19311,903,837$924,452
Q1 2021Sound Shore ManagementSell-599,9901,301,417$101,068
Q1 2021Sequoia Financial AdvisorsBuy69029,042$1,220
Q1 2021Matrix Advisors Value FundSell-49,487160,767$12,485
Q1 2021Tweedy, Browne Co All Funds (US)Sell-59,535403,620$31,345
Q1 2021Hancock Classic ValueSell-1,663,0393,318,998$257,753
Q1 2021Greenhaven AssociatesSell-3,846,2815,694,264$442,217
Q4 2020Eagle Capital ManagementSell-620,89613,049,030$894,250
Q4 2020Sound Shore ManagementSell-334,4801,901,407$130,303
Q4 2020Sequoia Financial AdvisorsBuy21,12928,352$1,105
Q4 2020Matrix Advisors Value FundSell-4,379210,254$14,409
Q4 2020Hancock Classic ValueSell-1,196,2894,982,037$341,419
Q4 2020ValueAct HoldingsSell-3,216,2788,283,722$567,683
Q4 2020Greenhaven AssociatesBuy330,7719,540,545$653,814
Q3 2020Eagle Capital ManagementSell-1,160,96513,669,926$660,941
Q3 2020Sound Shore ManagementSell-215,5192,235,887$108,105
Q3 2020Sequoia Financial AdvisorsBuy7,2237,223$349
Q3 2020Matrix Advisors Value FundSell-5,552214,633$10,378

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.