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ExodusPoint Capital Management’s Morgan Stanley MS Stock Holding History

ExodusPoint Capital 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 		$19.5M Buy
118,759
+53,771
+83% +$9.31M 0.16% 106
2025
Q4 		$11.5M Sell
64,988
-143,092
-69% -$23.9M 0.09% 215
2025
Q3 		$33.1M Sell
208,080
-10,200
-5% -$1.51M 0.34% 43
2025
Q2 		$30.7M Buy
+218,280
New +$26.8M 0.27% 65
2024
Q3 		– Sell
-155,144
Closed -$15.6M – 1918
2024
Q2 		$15.1M Buy
+155,144
New +$14.8M 0.1% 175
2024
Q1 		– Sell
-2,776
Closed -$244K – 1801
2023
Q4 		$259K Sell
2,776
-134,590
-98% -$10.8M ﹤0.01% 1218
2023
Q3 		$11.2M Buy
+137,366
New +$11.9M 0.11% 200
2023
Q2 		– Sell
-8,335
Closed -$732K – 2112
2023
Q1 		$732K Sell
8,335
-7,040
-46% -$657K 0.01% 1241
2022
Q4 		$1.31M Buy
+15,375
New +$1.31M 0.02% 837
2022
Q3 		– Sell
-159,117
Closed -$12.1M – 2146
2022
Q2 		$12.1M Buy
159,117
+66,692
+72% +$5.46M 0.15% 155
2022
Q1 		$8.08M Sell
92,425
-96,294
-51% -$9.29M 0.1% 245
2021
Q4 		$18.5M Sell
188,719
-241,638
-56% -$24.1M 0.19% 87
2021
Q3 		$41.9M Buy
430,357
+179,871
+72% +$17.8M 0.57% 14
2021
Q2 		$23M Buy
250,486
+94,417
+60% +$8.1M 0.25% 36
2021
Q1 		$12.1M Buy
156,069
+147,810
+1,790% +$11.3M 0.18% 100
2020
Q4 		$566K Buy
+8,259
New +$474K 0.01% 1172
2020
Q3 		– Sell
-45,203
Closed -$2.18M – 2054
2020
Q2 		$2.18M Sell
45,203
-155,841
-78% -$6.54M 0.06% 387
2020
Q1 		$6.83M Buy
201,044
+181,237
+915% +$8.54M 0.38% 42
2019
Q4 		$1.01M Sell
19,807
-37,796
-66% -$1.79M 0.02% 546
2019
Q3 		$2.46M Buy
57,603
+50,990
+771% +$2.18M 0.09% 197
2019
Q2 		$290K Buy
+6,613
New +$295K 0.01% 711

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

ExodusPoint Capital Management's MS Position: Q1 2026 in Review

ExodusPoint Capital Management increased its Morgan Stanley (MS) stake by 83% in Q1 2026, buying an estimated $9.31M and bringing the position to 118,759 shares worth $19.5M. The position accounts for 0.16% of the portfolio, ranked #106.

ExodusPoint Capital Management first reported a position in MS in Q2 2019 and has held it in 21 quarters since. The position peaked at $41.9M in Q3 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • ExodusPoint Capital Management held 118,759 shares of Morgan Stanley worth $19.5M as of Q1 2026.
  • ExodusPoint Capital Management bought 53,771 Morgan Stanley shares in Q1 2026, an estimated $9.31M.
  • Morgan Stanley made up 0.16% of ExodusPoint Capital Management's portfolio in Q1 2026, its #106 holding.
  • ExodusPoint Capital Management first reported a position in Morgan Stanley in Q2 2019 and has held it in 21 quarters since.
  • ExodusPoint Capital Management's Morgan Stanley position peaked at $41.9M in Q3 2021.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.