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 		$14M Sell
85,200
-29,000
-25% -$5.02M 0.02% 858
2025
Q4 		$20.3M Sell
114,200
-134,300
-54% -$22.4M 0.03% 707
2025
Q3 		$39.5M Sell
248,500
-22,700
-8% -$3.35M 0.05% 442
2025
Q2 		$38.2M Sell
271,200
-131,000
-33% -$16.1M 0.06% 430
2025
Q1 		$46.9M Sell
402,200
-470,500
-54% -$60.6M 0.08% 326
2024
Q4 		$110M Buy
872,700
+109,200
+14% +$13.4M 0.16% 126
2024
Q3 		$79.6M Buy
763,500
+213,500
+39% +$21.5M 0.13% 173
2024
Q2 		$53.5M Sell
550,000
-20,100
-4% -$1.91M 0.09% 276
2024
Q1 		$53.7M Sell
570,100
-30,000
-5% -$2.64M 0.09% 280
2023
Q4 		$56M Sell
600,100
-151,900
-20% -$12.2M 0.11% 252
2023
Q3 		$61.4M Buy
752,000
+617,000
+457% +$53.6M 0.13% 214
2023
Q2 		$11.5M Sell
135,000
-61,000
-31% -$5.22M 0.03% 713
2023
Q1 		$17.2M Buy
196,000
+49,800
+34% +$4.65M 0.04% 576
2022
Q4 		$12.4M Buy
146,200
+11,200
+8% +$955K 0.03% 650
2022
Q3 		$10.7M Buy
135,000
+48,300
+56% +$4.07M 0.03% 658
2022
Q2 		$6.59M Buy
86,700
+21,700
+33% +$1.78M 0.02% 824
2022
Q1 		$5.68M Buy
+65,000
New +$6.27M 0.02% 897
2014
Q4 		– Sell
-100,000
Closed -$3.46M – 786
2014
Q3 		$3.46M Buy
+100,000
New +$3.33M 0.03% 530

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. 2,488 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.