4 hedge funds and family offices disclose a MS position in their latest SEC 13F filing — combined $54.3M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 260,503 | $46.2M | 4.16% | 2025-12-31 |
| 2 | Torray Funds | Torray Investment Partners LLC | 31,138 | $5.5M | 0.79% | 2025-12-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 14,762 | $2.4M | 0.01% | 2026-03-31 |
| 4 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 475 | $84K | 0.01% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold MS. The largest disclosed position is Matrix Asset Advisors at $46.2M (4.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MS, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
4 hedge funds and family offices disclose a MS position in their latest SEC 13F filing — combined $54.3M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 260,503 | $46.2M | 4.16% | 2025-12-31 |
| 2 | Torray Funds | Torray Investment Partners LLC | 31,138 | $5.5M | 0.79% | 2025-12-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 14,762 | $2.4M | 0.01% | 2026-03-31 |
| 4 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 475 | $84K | 0.01% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold MS. The largest disclosed position is Matrix Asset Advisors at $46.2M (4.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MS, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
