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
↓ -6
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — MS

Based on 2494 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,494 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 — +22% more funds vs a year ago

fund count last 6Q
+442 new funds entered over the past year (+22% 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 — 52% buying

1251 buying1156 selling
Last quarter: 1,251 funds bought or added vs 1,156 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.
⚠️

Fewer new buyers each quarter (-201 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 273 → 204 → 398 → 197. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
1,603 out of 2,494 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

189 → 273 → 204 → 398 → 197 new funds/Q
New funds entering each quarter: 273 → 204 → 398 → 197. A growing number of institutions are discovering MS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 2,580 holders: 1,738 (67%) are 2+ year veterans, 292 entered 1–2 years ago, and 550 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
71 of 2482 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 2026 Q1, 1251 hedge funds were net buyers of MS (197 opened a new position, 1054 added to an existing one), while 1156 reduced or exited (953 trimmed, 203 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 46% of total institutional value in MS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 2494.

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

-- --

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

Is It Too Late to Buy Morgan Stanley (MS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MS has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
MS
+4.0%
XLF
+8.5%

MS outperformed XLF by -4.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
MS
+0.0%
XLF
+0.0%

Since the filing became public, MS outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

117 top-rated funds 35 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
6.4
/ 10
conviction
Hedge Fund Positioning: MS
2026 Q2 Stats Unlock in 4 days 2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2461 2497 -1.44%
13F Shares 1.31B 1.38B -5.25%
Total Value $208.94B $241.58B -13.51%
New Positions 185 398 -213
Increased Positions 1026 941 +85
Closed Positions 221 121 +100
Reduced Positions 918 832 +86
Total Calls 43 50 -14.0%
Total Puts 49 60 -18.33%
PUT/CALL Ratio 1.14 1.2 Neutral

Statistics: MS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 MS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mitsubishi Ufj Financial Group Inc 100.00% 377,085,167 $78.83B
2 Geremia Financial Services, LLC 8.87% 40,000 $8.4M
3 Focused Investors LLC 7.79% 1,104,050 $230.8M
4 Nightview Capital, LLC 7.66% 48,922 $10.2M
5 RBF Capital, LLC 7.04% 810,432 $169.4M
6 Morangie Management LLC 6.71% 38,623 $8.1M
7 Miller Wealth Advisors, LLC 6.59% 49,298 $18.4M
8 Fullerton Fund Management Co Ltd. 6.39% 475,664 $99.4M
9 LDIC Inc. 6.33% 48,339 $10.1M
10 Marvin & Palmer Associates Inc 6.28% 47,734 $10.0M
11 Bradyco, Inc. 6.07% 25,328 $5.3M
12 Hamlin Capital Management, LLC 5.54% 1,178,300 $246.3M
13 New Republic Capital, LLC 5.07% 105,260 $22.0M
14 Axiom Investors LLC /de 5.04% 2,787,121 $582.6M
15 Jupiter Wealth Management LLC 4.92% 58,807 $12.3M
16 Baugh & Associates, LLC 4.79% 51,765 $10.8M
17 J.P. Marvel Investment Advisors, LLC 4.75% 197,896 $41.4M
18 DCM Advisors, LLC 4.70% 58,482 $11.9M
19 Teewinot Capital Advisers, L.L.C. 4.17% 275,682 $57.6M
20 PMC FIG Opportunities LLC 3.98% 11,946 $2.5M
21 Westbourne Investment Advisors, Inc. 3.95% 68,596 $14.3M
22 Aragon Global Management, LP 3.74% 47,250 $9.9M
23 Alphinity Investment Management Pty Ltd 3.58% 1,029,422 $215.2M
24 Matrix Asset Advisors Inc/Ny 3.54% 208,042 $43.5M
25 Scholtz & Company, LLC 3.26% 31,266 $6.5M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MS?

Slight buying edge — 52% buying: Last quarter: 1,251 funds bought or added vs 1,156 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: 71 of 2482 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: 1,603 out of 2,494 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.

Is it too late to buy Morgan Stanley (MS) following the 2026 Q2 hedge fund 13F filings?

As of today, MS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MS has gained +4.0% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →