Morgan stanley MS.US Whale Interest Analysis

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MS Whale Interest Score

3

24

15

Increased Allocation
  • AI analysis rates MS with  a higher whale interest score of 4.
  • The  significant concentrated ownership leads to more stable long-term growth.
  • Institutions have been consistently buying for 2 consecutive quarters, indicating  ongoing strategic positioning.
  • Tracking 10 prominent institutions, the following have traded this quarter:
    • Buying: None
    • Selling: Bridgewater Associates, LP, and Renaissance Technologies LLC

MS Whale Interest Reference Factors

According to the latest 13F reports, we summarizes key information, including whale invest rate, number of institutions, and related fund flows, providing an overview of major institutional activity.

Update to 2025/2/18 (Quarterly Update)

Net Flow (Inflow - Outflow)$629.30M

Capital Inflow

$7.88B

Accumulator : 734 $6.49B
Initiator : 296 $1.39B

Capital Outflow

$7.25B

Reducer : 823 $6.65B
Liquidator : 89 $593.24M

MS Historical Whale Interest Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

Prominent Inst. Holdings of MS

The buying and selling records of 10 well-known and widely followed institutions for this stock over the past year are listed in the table below.

2024Q4Shares

-Sold Out

2024Q3Shares

757.78 K138%

2024Q2Shares

318.62 K-20%

2024Q1Shares

396.98 KNew Buy

MS Insider Transactions

According to the statistics, a total of 8 insiders have conducted stock transactions in the past year, with a total of 13 trades. All trades were selling transactions (with a total of 235.62K shares sold).

MS Top 5 Insider Shareholders

Top 10 High Relevance to MS Whale Interest Score