Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley (MS)

3K + 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
↑ +247
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — MS

Based on 2742 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
2,742 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 — +26% more funds vs a year ago

fund count last 6Q
+565 new funds entered over the past year (+26% 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

1505 buying1095 selling
Last quarter: 1,505 funds bought or added vs 1,095 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 (+186 vs last Q)

new funds entering per quarter
Funds opening a new MS position: 205 → 399 → 197 → 383. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
1,674 out of 2,742 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.
➡️

Steady discovery — ~383 new funds/quarter

274 → 205 → 399 → 197 → 383 new funds/Q
New funds entering each quarter: 205 → 399 → 197 → 383. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Entry-cohort mix of 2,831 holders: 1,845 (65%) are 2+ year veterans, 314 entered 1–2 years ago, and 672 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
71 of 2726 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 1505 hedge funds were net buyers of MS (383 opened a new position, 1122 added to an existing one), while 1095 reduced or exited (959 trimmed, 136 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 49% of total institutional value in MS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +247 funds (more new holders than closures). Total institutional holders: 2742.

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.

Loading signal freshness…
Smart Money Signal ?
Strong Institutional Conviction

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

76 top-rated funds 46 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
6.2
/ 10
conviction
Hedge Fund Positioning: MS
3K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2707 2495 8.5%
13F Shares 1.38B 1.32B 4.46%
Total Value $277.68B $210.84B 31.7%
New Positions 375 197 +178
Increased Positions 1093 1033 +60
Closed Positions 147 203 -56
Reduced Positions 928 928 -
Total Calls 49 44 11.36%
Total Puts 53 51 3.92%
PUT/CALL Ratio 1.08 1.16 Neutral

Statistics: MS

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Institutional Holders (2026 Q2)

3K + 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 MS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mitsubishi Ufj Financial Group Inc 100.00% 377,085,167 $78.83B
2 Bridger Management, LLC 15.64% 112,293 $23.5M
3 Geremia Financial Services, LLC 8.87% 40,000 $8.4M
4 Focused Investors LLC 7.79% 1,104,050 $230.8M
5 Nightview Capital, LLC 7.66% 48,922 $10.2M
6 RBF Capital, LLC 7.04% 810,432 $169.4M
7 Morangie Management LLC 6.71% 38,623 $8.1M
8 Miller Wealth Advisors, LLC 6.59% 49,298 $18.4M
9 Fullerton Fund Management Co Ltd. 6.39% 475,664 $99.4M
10 LDIC Inc. 6.33% 48,339 $10.1M
11 Marvin & Palmer Associates Inc 6.28% 47,734 $10.0M
12 Bradyco, Inc. 6.07% 25,328 $5.3M
13 Hamlin Capital Management, LLC 5.54% 1,178,300 $246.3M
14 New Republic Capital, LLC 5.07% 105,260 $22.0M
15 Axiom Investors LLC /de 5.04% 2,787,121 $582.6M
16 Jupiter Wealth Management LLC 4.92% 58,807 $12.3M
17 Baugh & Associates, LLC 4.79% 51,765 $10.8M
18 J.P. Marvel Investment Advisors, LLC 4.75% 197,896 $41.4M
19 DCM Advisors, LLC 4.70% 58,482 $11.9M
20 Teewinot Capital Advisers, L.L.C. 4.17% 275,682 $57.6M
21 PMC FIG Opportunities LLC 3.98% 11,946 $2.5M
22 Westbourne Investment Advisors, Inc. 3.95% 68,596 $14.3M
23 Aragon Global Management, LP 3.74% 47,250 $9.9M
24 Alphinity Investment Management Pty Ltd 3.58% 1,029,422 $215.2M
25 Matrix Asset Advisors Inc/Ny 3.54% 208,042 $43.5M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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: 1,505 funds bought or added vs 1,095 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 — 49% AUM from top-100 funds: 71 of 2726 holders are among the 100 largest funds by AUM, controlling 49% 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?

61% of holders stayed for 2+ years: 1,674 out of 2,742 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.

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