MORGAN STANLEY (MS) Institutional Ownership Changes & 13F Activity

MORGAN STANLEY (MS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Matrix Advisors Value Fund, Hancock Classic Value, Torray Fund, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-83,672674,111$110,938,342
Q1 2026Matrix Advisors Value FundSell-22,443238,060$39,177,478
Q1 2026Hancock Classic ValueBuy4,126476,365$78,395,388
Q1 2026Torray FundSell-30630,832$5,074,022
Q1 2026Sequoia Financial AdvisorsBuy66271,441$44,671,031
Q4 2025Hancock Classic ValueSell-313,358472,239$83,836,590
Q4 2025Sequoia Financial AdvisorsBuy12,064271,375$48,177,255
Q4 2025Torray FundSell-8,59431,138$5,527,929
Q4 2025Matrix Advisors Value FundSell-7,925260,503$46,247,037
Q3 2025Sequoia Financial AdvisorsBuy59,093259,311$41,220,126
Q3 2025Hancock Classic ValueSell-5,570785,597$124,878,499
Q3 2025Torray FundSell-4,33939,732$6,315,799
Q3 2025Matrix Advisors Value FundSell-1,087268,428$42,669,366
Q2 2025Hancock Classic ValueBuy27,993791,167$111,443,784
Q2 2025Sequoia Financial AdvisorsBuy12,425200,218$28,202,690
Q2 2025Matrix Advisors Value FundBuy9,164269,515$37,963,931
Q2 2025Torray FundSell-1,24244,071$6,207,841
Q1 2025Sequoia Financial AdvisorsBuy127,645187,793$21,909,839
Q1 2025Matrix Advisors Value FundSell-20,073260,351$30,375,151
Q1 2025Hancock Classic ValueBuy14,190763,174$89,039,511
Q1 2025Eagle Capital ManagementSell-9,85079,588$9,285,532
Q1 2025Torray FundBuy7,07545,313$5,286,668
Q4 2024Matrix Advisors Value FundSell-21,203280,424$35,254,905
Q4 2024Torray FundSell-10,24938,238$4,807,281
Q4 2024Sequoia Financial AdvisorsBuy2,21560,148$7,561,757
Q4 2024Eagle Capital ManagementSell-1,29689,438$11,244,145
Q4 2024Hancock Classic ValueSell-1,204748,984$94,162,268
Q3 2024Renaissance Technologies LLCBuy439,159757,783$78,991,300
Q3 2024Sequoia Financial AdvisorsBuy11,14957,933$6,038,942
Q3 2024Eagle Capital ManagementSell-11,03790,734$9,458,112

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.

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