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Caxton Associates (UK)’s Morgan Stanley MS Stock Holding History

Caxton Associates (UK)’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
2025
Q4 		– Sell
-61,636
Closed -$9.8M – 897
2025
Q3 		$9.8M Buy
+61,636
New +$9.1M 0.23% 43
2025
Q2 		– Sell
-6,039
Closed -$705K – 830
2025
Q1 		$705K Buy
+6,039
New +$778K 0.02% 399

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caxton Associates (UK)'s MS Position: Q4 2025 in Review

Caxton Associates (UK) sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 61,636 shares — an estimated $9.8M sold.

Caxton Associates (UK) first reported a position in MS in Q1 2025 and held it in 2 quarters. The position peaked at $9.8M in Q3 2025. 2,525 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Caxton Associates (UK) reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Caxton Associates (UK) sold 61,636 Morgan Stanley shares in Q4 2025, an estimated $9.8M.
  • Caxton Associates (UK) first reported a position in Morgan Stanley in Q1 2025 and held it in 2 quarters.
  • Caxton Associates (UK)'s Morgan Stanley position peaked at $9.8M in Q3 2025.
  • 2,525 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Caxton Associates (UK)'s 13F filing for Q4 2025, filed 13 Feb 2026.