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 2019Hancock Classic ValueSell-280,1338,615,226$367,612
Q3 2019ValueAct HoldingsSell-3,978,56122,250,000$949,408
Q2 2019Sound Shore ManagementBuy3,546,9713,546,971$155,393
Q2 2019Eagle Capital ManagementBuy50,53615,412,374$675,216
Q2 2019Matrix Advisors Value FundSell-34,744249,949$10,950
Q2 2019Renaissance Technologies LLCSell-3,300,1001,354,100$59,323
Q2 2019Hancock Classic ValueSell-90,7258,895,359$389,706
Q1 2019Muhlenkamp & CoBuy5,00010,805$456
Q1 2019Eagle Capital ManagementBuy88,13415,361,838$648,270
Q1 2019Matrix Advisors Value FundBuy23,586284,693$12,014
Q1 2019Hancock Classic ValueSell-276,4998,986,084$379,213
Q4 2018Eagle Capital ManagementBuy3,769,27115,273,704$605,602
Q4 2018Matrix Advisors Value FundBuy96,918261,107$10,353
Q4 2018Hancock Classic ValueBuy1,163,4989,262,583$367,261
Q4 2018ValueAct HoldingsBuy5,418,09126,228,561$1,039,962
Q3 2018Eagle Capital ManagementBuy5,664,43011,504,433$535,761
Q3 2018Matrix Advisors Value FundSell-3,491164,189$7,646
Q3 2018Renaissance Technologies LLCBuy4,478,0004,654,200$216,746
Q3 2018Hancock Classic ValueSell-148,1818,099,085$377,174
Q3 2018ValueAct HoldingsBuy2,100,85020,810,470$969,144
Q2 2018Eagle Capital ManagementSell-82,6795,840,003$276,816
Q2 2018Sequoia Financial AdvisorsSell-7225,368$254
Q2 2018Matrix Advisors Value FundSell-3,188167,680$7,948
Q2 2018Egerton Capital UKSell-508,0312,628,323$124,583
Q2 2018Hancock Classic ValueBuy47,2608,247,266$390,920
Q2 2018ValueAct HoldingsBuy750,00018,709,620$886,836
Q1 2018Eagle Capital ManagementSell-33,6705,922,682$319,588
Q1 2018Sequoia Financial AdvisorsSell-104,0076,090$329
Q1 2018Matrix Advisors Value FundSell-5,349170,868$9,220
Q1 2018Egerton Capital UKSell-177,2733,136,354$169,238

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.