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 2018Egerton Capital UKSell-177,2733,136,354$169,238
Q1 2018Sequoia Financial AdvisorsSell-104,0076,090$329
Q1 2018Eagle Capital ManagementSell-33,6705,922,682$319,588
Q1 2018Matrix Advisors Value FundSell-5,349170,868$9,220
Q4 2017Hancock Classic ValueSell-324,8478,703,173$456,655
Q4 2017Egerton Capital UKSell-303,5303,313,627$173,866
Q4 2017Eagle Capital ManagementSell-128,5875,956,352$312,530
Q4 2017ValueAct HoldingsBuy75,00017,959,620$942,341
Q4 2017Matrix Advisors Value FundSell-6,142176,217$9,246
Q4 2017Sequoia Financial AdvisorsBuy5,069110,097$5,777
Q4 2017Muhlenkamp & CoSell-7005,805$305
Q3 2017Egerton Capital UKBuy311,1023,617,157$174,238
Q3 2017Renaissance Technologies LLCSell-307,800176,200$8,488
Q3 2017Eagle Capital ManagementSell-76,7366,084,939$293,112
Q3 2017Hancock Classic ValueSell-76,7349,028,020$434,880
Q3 2017Sequoia Financial AdvisorsBuy3,257105,028$5,059
Q3 2017Matrix Advisors Value FundSell-1,492182,359$8,784
Q3 2017Muhlenkamp & CoSell-7526,505$313
Q2 2017Eagle Capital ManagementSell-6,911,1216,161,675$274,564
Q2 2017Renaissance Technologies LLCBuy322,733484,000$21,567
Q2 2017Hancock Classic ValueSell-112,0619,104,754$405,708
Q2 2017Egerton Capital UKBuy10,7493,306,055$147,318
Q2 2017Sequoia Financial AdvisorsBuy7,712101,771$4,535
Q2 2017Matrix Advisors Value FundSell-1,980183,851$8,192
Q2 2017Muhlenkamp & CoBuy1,4527,257$323
Q2 2017Dodge & Cox Stock FundSell-1,0004,500$201
Q1 2017ValueAct HoldingsSell-9,016,38017,884,620$766,177
Q1 2017Egerton Capital UKBuy1,069,9253,295,306$141,171
Q1 2017Eagle Capital ManagementSell-770,47013,072,796$560,039
Q1 2017Hancock Classic ValueSell-755,9479,216,815$394,848

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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