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Morgan Stanley

MS Financials
$188.47 +$1.39 (0.74%)
Market Cap: $297.78 B
Gurus Holding
14
Popularity Rank
#134
% of Shares Held
1.76%
Net Activity (Q4 2025)
+$246.73 M

Guru Ownership Trend

Guru Analysis for Morgan Stanley (MS)

Morgan Stanley (MS), a key player in the Financials sector, continues to attract institutional attention.

As of Q4 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.24 B.

Top institutional holders include Ken Fisher and Paul Tudor Jones.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $246.73 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 68.1%.

Key Holders

Top 5 by Value

$4.44 B
$126.44 M
$115.41 M
$78.6 M
$78.4 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$329.51 M
Total Buy Value
New Buys 2
Additions 6
-$82.78 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
8

FAQs for Morgan Stanley (MS)

Major holders include Ken Fisher ($4.44 B), Paul Tudor Jones ($126.44 M), Steven Cohen ($115.41 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 27.81 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $246.73 M, with 8 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited MS. The total reported sell value was $82.78 M.

Yes, 2 managers opened new positions in MS, and 6 increased their existing holdings. The total reported buy value was $329.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.52% Add 2.1% 25,018,335 $4.44 B Q4 2025
0.23% Add 6494.8% 712,236 $126.44 M Q4 2025
0.13% Add 112.1% 650,088 $115.41 M Q4 2025
0.04% Add 23.4% 442,740 $78.6 M Q4 2025
0.25% Add 0.9% 476,365 $78.4 M Q1 2026
0.18% Add 3203.8% 195,057 $34.63 M Q4 2025
0.20% Reduce -7.3% 115,196 $20.45 M Q4 2025
0.09% Reduce -44.7% 100,422 $17.83 M Q4 2025
0.03% Add 1.0% 44,906 $7.97 M Q4 2025
0.01% Reduce -68.1% 29,070 $5.16 M Q4 2025
0.01% New Buy 13,283 $2.36 M Q4 2025
1.37% Reduce -22.8% 6,937 $1.14 M Q1 2026
0.00% 3,100 $550,343 Q4 2025
0.00% Add 431.0% 154 $24,389 Q1 2026
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Transaction
Value
Shares
Position / Chg
SEC Form