Balyasny Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $141M | Sell |
858,561
-1,375,614
| -62% | -$238M | 0.18% | 108 |
|
|
2025
Q4 | $397M | Buy |
2,234,175
+1,767,506
| +379% | +$295M | 0.5% | 28 |
|
|
2025
Q3 | $74.2M | Sell |
466,669
-764,395
| -62% | -$113M | 0.09% | 246 |
|
|
2025
Q2 | $173M | Buy |
1,231,064
+1,150,600
| +1,430% | +$141M | 0.26% | 65 |
|
|
2025
Q1 | $9.39M | Sell |
80,464
-158,812
| -66% | -$20.5M | 0.02% | 946 |
|
|
2024
Q4 | $30.1M | Buy |
239,276
+156,454
| +189% | +$19.3M | 0.04% | 500 |
|
|
2024
Q3 | $8.63M | Buy |
82,822
+29,802
| +56% | +$3M | 0.01% | 1025 |
|
|
2024
Q2 | $5.15M | Sell |
53,020
-43,360
| -45% | -$4.13M | 0.01% | 1157 |
|
|
2024
Q1 | $9.08M | Sell |
96,380
-54,704
| -36% | -$4.82M | 0.02% | 972 |
|
|
2023
Q4 | $14.1M | Buy |
151,084
+58,378
| +63% | +$4.67M | 0.03% | 735 |
|
|
2023
Q3 | $7.57M | Sell |
92,706
-755,704
| -89% | -$65.6M | 0.02% | 949 |
|
|
2023
Q2 | $72.5M | Buy |
848,410
+653,496
| +335% | +$55.9M | 0.16% | 155 |
|
|
2023
Q1 | $17.1M | Buy |
194,914
+192,913
| +9,641% | +$18M | 0.04% | 578 |
|
|
2022
Q4 | $170K | Sell |
2,001
-1,330,235
| -100% | -$113M | ﹤0.01% | 2165 |
|
|
2022
Q3 | $105M | Buy |
1,332,236
+550,712
| +70% | +$46.4M | 0.32% | 48 |
|
|
2022
Q2 | $59.4M | Buy |
781,524
+761,696
| +3,842% | +$62.4M | 0.19% | 118 |
|
|
2022
Q1 | $1.73M | Buy |
+19,828
| New | +$1.91M | 0.01% | 1430 |
|
|
2021
Q3 | – | Sell |
-255,688
| Closed | -$23.4M | – | 2258 |
|
|
2021
Q2 | $23.4M | Sell |
255,688
-1,763,982
| -87% | -$151M | 0.11% | 250 |
|
|
2021
Q1 | $157M | Buy |
2,019,670
+1,021,351
| +102% | +$78.3M | 0.77% | 9 |
|
|
2020
Q4 | $68.4M | Buy |
998,319
+95,904
| +11% | +$5.5M | 0.38% | 46 |
|
|
2020
Q3 | $43.6M | Buy |
902,415
+202,062
| +29% | +$10.2M | 0.32% | 60 |
|
|
2020
Q2 | $33.8M | Buy |
700,353
+228,321
| +48% | +$9.59M | 0.29% | 76 |
|
|
2020
Q1 | $16M | Sell |
472,032
-250,766
| -35% | -$11.8M | 0.19% | 153 |
|
|
2019
Q4 | $36.9M | Buy |
+722,798
| New | +$34.2M | 0.22% | 130 |
|
|
2019
Q3 | – | Sell |
-19,137
| Closed | -$838K | – | 1430 |
|
|
2019
Q2 | $838K | Sell |
19,137
-2,254,003
| -99% | -$101M | 0.01% | 1121 |
|
|
2019
Q1 | $95.9M | Buy |
2,273,140
+2,230,612
| +5,245% | +$93.9M | 0.64% | 12 |
|
|
2018
Q4 | $1.69M | Sell |
42,528
-905,175
| -96% | -$39.5M | 0.01% | 760 |
|
|
2018
Q3 | $44.1M | Buy |
+947,703
| New | +$46.3M | 0.2% | 127 |
|
|
2018
Q2 | – | Sell |
-99,801
| Closed | -$5.21M | – | 2019 |
|
|
2018
Q1 | $5.38M | Sell |
99,801
-835,765
| -89% | -$46.3M | 0.02% | 689 |
|
|
2017
Q4 | $49.1M | Buy |
935,566
+2,266
| +0.2% | +$115K | 0.15% | 165 |
|
|
2017
Q3 | $45M | Buy |
933,300
+604,212
| +184% | +$28M | 0.18% | 155 |
|
|
2017
Q2 | $14.7M | Buy |
329,088
+33,451
| +11% | +$1.44M | 0.06% | 414 |
|
|
2017
Q1 | $12.7M | Buy |
295,637
+189,580
| +179% | +$8.41M | 0.06% | 413 |
|
|
2016
Q4 | $4.48M | Buy |
106,057
+69,378
| +189% | +$2.62M | 0.02% | 713 |
|
|
2016
Q3 | $1.18M | Sell |
36,679
-721,203
| -95% | -$21.5M | 0.01% | 667 |
|
|
2016
Q2 | $19.7M | Buy |
757,882
+745,982
| +6,269% | +$19.5M | 0.13% | 215 |
|
|
2016
Q1 | $298K | Sell |
11,900
-276,020
| -96% | -$7.04M | ﹤0.01% | 1012 |
|
|
2015
Q4 | $9.16M | Sell |
287,920
-339,170
| -54% | -$11.3M | 0.06% | 384 |
|
|
2015
Q3 | $19.8M | Sell |
627,090
-362,609
| -37% | -$13.2M | 0.15% | 192 |
|
|
2015
Q2 | $38.4M | Sell |
989,699
-416,154
| -30% | -$15.8M | 0.24% | 107 |
|
|
2015
Q1 | $50.2M | Buy |
+1,405,853
| New | +$50.4M | 0.41% | 57 |
|
|
2013
Q3 | – | Sell |
-91,257
| Closed | -$2.23M | – | 663 |
|
|
2013
Q2 | $2.23M | Buy |
+91,257
| New | +$2.16M | 0.04% | 428 |
|
Other funds holding MS
VCM
VPM
Balyasny Asset Management's MS Position: Q1 2026 in Review
Balyasny Asset Management reduced its Morgan Stanley (MS) stake by 62% in Q1 2026, selling an estimated $238M and leaving 858,561 shares worth $141M. The position accounts for 0.18% of the portfolio, ranked #108.
Balyasny Asset Management first reported a position in MS in Q2 2013 and has held it in 42 quarters since. The position peaked at $397M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Balyasny Asset Management held 858,561 shares of Morgan Stanley worth $141M as of Q1 2026.
- Balyasny Asset Management sold 1,375,614 Morgan Stanley shares in Q1 2026, an estimated $238M.
- Morgan Stanley made up 0.18% of Balyasny Asset Management's portfolio in Q1 2026, its #108 holding.
- Balyasny Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 42 quarters since.
- Balyasny Asset Management's Morgan Stanley position peaked at $397M in Q4 2025.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.