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Diametric Capital’s Morgan Stanley MS Stock Holding History

Diametric Capital’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
-5,897
Closed -$937K – 451
2025
Q3 		$937K Buy
5,897
+3,448
+141% +$509K 0.35% 64
2025
Q2 		$345K Buy
+2,449
New +$301K 0.18% 158
2023
Q4 		– Sell
-8,884
Closed -$726K – 341
2023
Q3 		$726K Buy
+8,884
New +$771K 0.3% 99
2023
Q1 		– Sell
-8,406
Closed -$715K – 396
2022
Q4 		$715K Sell
8,406
-2,355
-22% -$201K 0.34% 105
2022
Q3 		$850K Buy
+10,761
New +$907K 0.43% 84

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Diametric Capital's MS Position: Q4 2025 in Review

Diametric Capital sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 5,897 shares — an estimated $937K sold.

Diametric Capital first reported a position in MS in Q3 2022 and held it in 5 quarters. The position peaked at $937K in Q3 2025. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Diametric Capital reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Diametric Capital sold 5,897 Morgan Stanley shares in Q4 2025, an estimated $937K.
  • Diametric Capital first reported a position in Morgan Stanley in Q3 2022 and held it in 5 quarters.
  • Diametric Capital's Morgan Stanley position peaked at $937K in Q3 2025.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Diametric Capital's 13F filing for Q4 2025, filed 13 Feb 2026.