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Gator Capital Management’s Morgan Stanley MS Stock Holding History

Gator 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
Q2 		$206K Buy
+985
New +$195K 0.04% 65
2015
Q4 		$1.62M Sell
50,786
-5,354
-10% -$178K 2.8% 10
2015
Q3 		$1.77M Sell
56,140
-8,032
-13% -$292K 2.9% 12
2015
Q2 		$2.49M Sell
64,172
-2,268
-3% -$86.3K 3.41% 8
2015
Q1 		$2.37M Sell
66,440
-4,373
-6% -$157K 3.33% 7
2014
Q4 		$2.73M Buy
+70,813
New +$2.52M 3.43% 6

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gator Capital Management's MS Position: Q2 2026 in Review

Gator Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 985 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #65 among its holdings. This is a return to the name: Gator Capital Management previously reported a position in MS as recently as Q4 2015.

Gator Capital Management first reported a position in MS in Q4 2014 and has held it in 6 quarters since. The position peaked at $2.73M in Q4 2014. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gator Capital Management held 985 shares of Morgan Stanley worth $206K as of Q2 2026.
  • Morgan Stanley was a new Gator Capital Management position in Q2 2026.
  • Morgan Stanley made up 0.04% of Gator Capital Management's portfolio in Q2 2026, its #65 holding.
  • Gator Capital Management first reported a position in Morgan Stanley in Q4 2014 and has held it in 6 quarters since.
  • Gator Capital Management's Morgan Stanley position peaked at $2.73M in Q4 2014.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gator Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.