Balyasny Asset Management
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Balyasny Asset Management’s Morgan Stanley MS Stock Holding History

Balyasny Asset Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.34M Buy
38,500
+34,600
+887% +$5.99M 0.01% 1262
2025
Q4 		$692K Sell
3,900
-98,500
-96% -$16.4M ﹤0.01% 2361
2025
Q3 		$16.3M Buy
102,400
+82,600
+417% +$12.2M 0.02% 806
2025
Q2 		$2.79M Buy
19,800
+4,400
+29% +$540K ﹤0.01% 1564
2025
Q1 		$1.8M Sell
15,400
-129,600
-89% -$16.7M ﹤0.01% 1752
2024
Q4 		$18.2M Buy
145,000
+11,200
+8% +$1.38M 0.03% 710
2024
Q3 		$13.9M Buy
133,800
+8,800
+7% +$886K 0.02% 793
2024
Q2 		$12.1M Buy
125,000
+3,900
+3% +$371K 0.02% 797
2024
Q1 		$11.4M Sell
121,100
-239,000
-66% -$21M 0.02% 858
2023
Q4 		$33.6M Buy
360,100
+10,400
+3% +$832K 0.06% 397
2023
Q3 		$28.6M Buy
+349,700
New +$30.4M 0.06% 453
2023
Q2 		– Sell
-70,500
Closed -$6.19M – 2606
2023
Q1 		$6.19M Sell
70,500
-50,000
-41% -$4.67M 0.02% 992
2022
Q4 		$10.2M Hold
120,500
– – 0.03% 745
2022
Q3 		$9.52M Buy
120,500
+98,300
+443% +$8.29M 0.03% 711
2022
Q2 		$1.69M Buy
+22,200
New +$1.82M 0.01% 1496
2021
Q3 		– Sell
-87,500
Closed -$8.02M – 2257
2021
Q2 		$8.02M Sell
87,500
-112,500
-56% -$9.65M 0.04% 573
2021
Q1 		$15.5M Buy
200,000
+100,000
+100% +$7.66M 0.08% 351
2020
Q4 		$6.85M Buy
+100,000
New +$5.74M 0.04% 554
2020
Q3 		– Sell
-400,000
Closed -$19.3M – 1480
2020
Q2 		$19.3M Buy
400,000
+285,000
+248% +$12M 0.17% 185
2020
Q1 		$3.91M Buy
+115,000
New +$5.42M 0.05% 465
2019
Q1 		– Sell
-275,000
Closed -$10.9M – 1546
2018
Q4 		$10.9M Buy
+275,000
New +$12M 0.08% 335
2018
Q3 		– Sell
-100,000
Closed -$4.74M – 1914
2018
Q2 		$4.74M Buy
+100,000
New +$5.23M 0.02% 677
2014
Q2 		– Sell
-100,000
Closed -$3.12M – 722
2014
Q1 		$3.12M Buy
+100,000
New +$3.09M 0.04% 432

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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. 2,489 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.
  • 2,489 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.