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 Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.82 B.
Top institutional holders include Ken Fisher and Richard Pzena.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $124.94 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 626.8%. Conversely, Jefferies Group reduced exposure by 85.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.41% | Add 1.9% | 24,494,146 | $3.89 B | Q3 2025 | |
| 0.40% | Reduce -0.7% | 785,597 | $124.88 M | Q3 2025 | |
| 0.04% | Add 80.5% | 358,793 | $57.03 M | Q3 2025 | |
| 0.08% | Add 626.8% | 306,460 | $48.71 M | Q3 2025 | |
| 0.14% | 181,422 | $28.84 M | Q3 2025 | ||
| 0.19% | Reduce -11.1% | 124,216 | $19.75 M | Q3 2025 | |
| 0.04% | Reduce -25.2% | 91,022 | $14.47 M | Q3 2025 | |
| 0.03% | Add 34.6% | 44,475 | $7.07 M | Q3 2025 | |
| 0.00% | Reduce -50.4% | 10,800 | $1.72 M | Q3 2025 | |
| 1.55% | Reduce -9.9% | 8,980 | $1.59 M | Q4 2025 | |
| 0.00% | Reduce -85.5% | 5,904 | $938,499 | Q3 2025 | |
| 0.00% | 3,100 | $492,776 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Morgan Stanley (MS)
Major holders include Ken Fisher ($3.89 B), Richard Pzena ($124.88 M), Cliff Asness ($57.03 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 26.41 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $124.94 M, with 4 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited MS. The total reported sell value was $15.7 M.
Yes, 0 managers opened new positions in MS, and 4 increased their existing holdings. The total reported buy value was $140.64 M.