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MORGAN STANLEYFinancialsInvestment Banking & BrokerageLatest close $1936 of 27 marquee funds currently hold23 CUSIPs mapped
Current holders
6
27 funds tracked
Ever held
11
Current + past
New this quarter
2
Exited this quarter
1
Marquee-fund ownership over time
Aug 13, 2013Nov 13, 2018Aug 14, 2024May 15, 2026
Now
26
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $20 | $193 | +886% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $90 | $193 | +113% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $193 | — |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $95 | $193 | +103% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $95 | $193 | +103% |
| Point72 Asset Management re-entered | Q3 2025(8Q snapshot) | 3Q | $146 | $193 | +32% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Millennium Management 6× in & out | Q1 2026 | Q2 2026 | — | +0% |
| D.E. Shaw 2× in & out | Q1 2025 | Q2 2025 | → $18 | -3% |
| Maverick Capital 2× in & out | Q3 2023 | Q4 2023 | → $73 | -9% |
| Third Point | Q1 2016 | Q2 2016 | → $20 | +13% |
| Duquesne Family Office | Q1 2015 | Q2 2015 | → $28 | +3% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at MORGAN STANLEY. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
12
Filings · last 90d
24
Total on file
65
Recent SEC buffer
Most recent
Jun 2, 2026
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-039865Jun 2, 2026
- Form 40001628280-26-039864Jun 2, 2026
- Form 40001628280-26-039863Jun 2, 2026
- Form 40001628280-26-039862Jun 2, 2026
- Form 40001628280-26-039861Jun 2, 2026
- Form 40001628280-26-039859Jun 2, 2026
- Form 40001628280-26-039858Jun 2, 2026
- Form 40001628280-26-039857Jun 2, 2026
- Form 40001628280-26-039855Jun 2, 2026
- Form 40001628280-26-039854Jun 2, 2026
- Form 40001628280-26-039853Jun 2, 2026
- Form 40001628280-26-039852Jun 2, 2026
- Form 40001628280-26-026008Apr 20, 2026
- Form 40001628280-26-025796Apr 17, 2026
- Form 40001628280-26-025791Apr 17, 2026
Showing 15 of 65 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · MORGAN STANLEYAnnual figures sourced directly from MORGAN STANLEY's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$34.28B
FY2014+285% YoY
Net income
$16.86B
FY2025+26% YoY
EPS (diluted)
$10.21
FY2025+28% YoY
Free cash flow(?)
-$17.89B
FY2025-500%+ YoY
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Renaissance Technologies | Q2 2026 | open | $195 | $193 | -1% |
| Renaissance Technologies | Q2 2026 | open | $51 | $50 | -1% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Millennium Management | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Point72 Asset Management | Q1 2026 | open | $15 | $15 | -2% |
| Bridgewater Associates | Q1 2026 | open | $170 | $216 | +27% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2025 | Q2 2026 | $0.00 | — | +0% |
| AQR Capital Management | Q4 2025 | open | $16 | $15 | -5% |
| Millennium Management | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Millennium Management | Q4 2025 | Q2 2026 | $5.09 | $5.41 | +6% |
| Renaissance Technologies | Q4 2025 | Q1 2026 | $50 | $51 | +2% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q1 2026 | $4.95 | $5.99 | +21% |
| Citadel Advisors | Q3 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | open | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q3 2025 | open | $146 | $193 | +32% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $16 | $17 | +4% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q2 2025 | open | $48 | $50 | +5% |
| Two Sigma Investments | Q2 2025 | open | $18 | $15 | -16% |
| Millennium Management | Q2 2025 | Q3 2025 | $4.41 | $4.95 | +12% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $4.17 | $4.41 | +6% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q4 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q1 2025 | Q2 2025 | $18 | $18 | -3% |
| Citadel Advisors | Q4 2024 | Q2 2025 | $0.00 | — | +0% |
| Millennium Management | Q4 2024 | open | $17 | $15 | -13% |
| Renaissance Technologies | Q4 2024 | open | $17 | $15 | -13% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $47 | $47 | +0% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $95 | $193 | +103% |
| Citadel Advisors | Q3 2024 | open | $16 | $15 | -9% |
| Citadel Advisors | Q3 2024 | open | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | open | $95 | $193 | +103% |
| D.E. Shaw | Q3 2024 | open | $95 | $193 | +103% |
| AQR Capital Management | Q3 2024 | open | $95 | $193 | +103% |
| Millennium Management | Q3 2024 | open | $95 | $193 | +103% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $90 | $133 | +47% |
| Bridgewater Associates | Q4 2023 | Q1 2025 | $70 | $133 | +90% |
| Maverick Capital | Q3 2023 | Q4 2023 | $80 | $73 | -9% |
| Bridgewater Associates | Q1 2023 | Q2 2023 | $90 | $75 | -16% |
| Bridgewater Associates | Q1 2021 | Q4 2022 | $63 | $79 | +26% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $46 | $31 | -32% |
| Bridgewater Associates | Q1 2019 | Q2 2019 | $33 | $35 | +8% |
| Maverick Capital | Q3 2018 | Q4 2021 | $38 | $87 | +129% |
| Bridgewater Associates | Q3 2018 | Q4 2018 | $37 | $36 | -5% |
| Bridgewater Associates | Q4 2016 | Q3 2017 | $28 | $36 | +29% |
| Third Point | Q1 2016 | Q2 2016 | $17 | $20 | +13% |
| Bridgewater Associates | Q3 2015 | Q4 2015 | $28 | $26 | -9% |
| Duquesne Family Office | Q1 2015 | Q2 2015 | $27 | $28 | +3% |
| Bridgewater Associates | Q2 2014 | Q3 2014 | $22 | $23 | +6% |
| Bridgewater Associates | Q3 2013 | Q4 2013 | $20 | $22 | +12% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.