MS

Morgan Stanley

Latest period2024 - Q4Total superinvestors315

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 315 superinvestors own shares of Morgan Stanley (MS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Morgan Stanley (MS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Morgan Stanley (MS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Morgan Stanley (MS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Petros Toseland@Portman Square Capital Llp
Recent Activity
Decreased -6.58%
0.73%
$20.14M Put
160,200 shares@ 125.72 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -5.09%
0.66%
$19.146M
152,289 shares@ 125.73 avg price
Terence Tse@Nexus Investment Management Ulc
Recent Activity
Decreased -27.46%
1.67%
$16.598M
132,027 shares@ 125.72 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
Decreased -17.87%
1.01%
$15.213M
121,007 shares@ 125.72 avg price
Kevin M Flagstad@Viking Fund Management Llc
Recent Activity
Decreased -5%
1.86%
$11.943M
95,000 shares@ 125.72 avg price
Laura Flanagan@Oliver Luxxe Assets Llc
Recent Activity
Decreased -0.86%
1.6%
$9.196M
73,147 shares@ 125.72 avg price
Derek H. Baugh@Baugh & Associates, Llc
Recent Activity
Decreased -0.19%
4.38%
$8.446M
69,651 shares@ 121.27 avg price
Peter N. Bunitsky@Burns J W & Co Inc Ny
Recent Activity
Decreased -2.2%
1.12%
$8.742M
69,537 shares@ 125.73 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Decreased -7.63%
0.99%
$8.705M
69,237 shares@ 125.73 avg price
Teresa M. Nilsen@Hennessy Advisors Inc
Recent Activity
Decreased -5.03%
0.25%
$8.298M
66,000 shares@ 125.72 avg price