Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY (MS)

2K + Investors. Track Smart Money conviction in MS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +258
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — MS

Based on 2371 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added MS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,371 hedge funds hold MS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+410 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

1306 buying936 selling
Last quarter: 1,306 funds bought or added vs 936 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+188 vs last Q)

new funds entering per quarter
Funds opening a new MS position: 176 → 257 → 189 → 377. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
1,526 out of 2,371 hedge funds have held MS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

296 → 176 → 257 → 189 → 377 new funds/Q
New funds entering each quarter: 176 → 257 → 189 → 377. A growing number of institutions are discovering MS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Of 2,471 current holders: 1,654 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
48 of 2371 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in MS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MS

In 2025 Q4, 1306 hedge funds were net buyers of MS (377 opened a new position, 929 added to an existing one), while 936 reduced or exited (817 trimmed, 119 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in MS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +258 funds (more new holders than closures). Total institutional holders: 2371.

Hedge Fund Ownership: MS

How many hedge funds hold MS — quarterly history vs. share price
Quarterly hedge fund ownership of MS vs. share price

Market Analysis: MS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

189 top-rated funds 46 high-conviction
Consensus
9.9
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: MS
2026 Q1 Stats Unlock in 5 days 2K + Investors

Track Smart Money conviction in MS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2471 2215 11.56%
13F Shares 1.36B 1.35B 0.71%
Total Value $239.04B $212.96B 12.24%
New Positions 380 195 +185
Increased Positions 1050 986 +64
Closed Positions 125 151 -26
Reduced Positions 975 919 +56
Total Calls 50 58 -13.79%
Total Puts 59 56 5.36%
PUT/CALL Ratio 1.18 0.97 Neutral

Statistics: MS

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of MS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MITSUBISHI UFJ FINANCIAL GROUP INC 100.00% 377,085,167 $62.06B
2 Caldwell Investment Management Ltd. 15.54% 250,000 $39.6M
3 BRIDGER MANAGEMENT, LLC 14.44% 112,293 $18.5M
4 Focused Investors LLC 6.57% 1,228,350 $202.1M
5 NIGHTVIEW CAPITAL, LLC 6.17% 48,922 $8.1M
6 Morangie Management LLC 5.87% 38,783 $6.4M
7 New Republic Capital, LLC 5.77% 104,015 $17.1M
8 AXIOM INVESTORS LLC /DE 5.70% 3,114,846 $512.6M
9 Fullerton Fund Management Co Ltd. 5.47% 414,871 $68.3M
10 Geremia Financial Services, LLC 5.36% 40,000 $6.6M
11 Hamlin Capital Management, LLC 5.12% 1,288,720 $212.1M
12 Bain Capital Public Equity, LP 4.93% 5,383 $886K
13 J.P. Marvel Investment Advisors, LLC 4.62% 197,873 $32.6M
14 Baugh & Associates, LLC 4.48% 63,063 $10.4M
15 Jupiter Wealth Management LLC 4.39% 57,257 $11.1M
16 DCM Advisors, LLC 4.11% 61,023 $9.0M
17 Cunning Capital Partners, LP 3.83% 45,796 $8K
18 SAMLYN CAPITAL, LLC 3.72% 1,323,544 $217.8M
19 Teewinot Capital Advisers, L.L.C. 3.66% 278,751 $45.9M
20 MATRIX ASSET ADVISORS INC/NY 3.59% 238,060 $39.2M
21 Westbourne Investment Advisors, Inc. 3.42% 71,372 $11.7M
22 Bradyco, Inc. 3.23% 25,328 $4.2M
23 Socorro Asset Management LP 3.18% 42,673 $7.0M
24 Tradewinds, LLC. 3.13% 50,997 $9.7M
25 Evercore Wealth Management, LLC 3.05% 1,177,393 $193.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MORGAN STANLEY (MS)

What does the Smart Money Trend signal show for MS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added MS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MS?

Slight buying edge — 58% buying: Last quarter: 1,306 funds bought or added vs 936 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MS holders?

Elite ownership — 46% AUM from top-100 funds: 48 of 2371 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in MS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MS?

64% of holders stayed for 2+ years: 1,526 out of 2,371 hedge funds have held MS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.