Jim Simons
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Jim Simons’s Morgan Stanley MS Stock Holding History

Jim Simons’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 		– Sell
-674,111
Closed -$111M – 3481
2026
Q1 		$111M Buy
+674,111
New +$117M 0.17% 130
2024
Q4 		– Sell
-757,783
Closed -$79M – 3777
2024
Q3 		$79M Buy
757,783
+439,159
+138% +$44.2M 0.12% 203
2024
Q2 		$31M Sell
318,624
-78,359
-20% -$7.46M 0.05% 432
2024
Q1 		$37.4M Buy
+396,983
New +$35M 0.06% 404
2020
Q2 		– Sell
-56,500
Closed -$1.92M – 3653
2020
Q1 		$1.92M Buy
+56,500
New +$2.66M ﹤0.01% 2072
2019
Q4 		– Sell
-2,471,200
Closed -$105M – 3654
2019
Q3 		$105M Buy
2,471,200
+1,117,100
+82% +$47.7M 0.09% 263
2019
Q2 		$59.3M Buy
+1,354,100
New +$60.4M 0.05% 416
2018
Q4 		– Sell
-4,654,200
Closed -$217M – 3519
2018
Q3 		$217M Buy
4,654,200
+1,023,473
+28% +$50M 0.22% 87
2018
Q2 		$172M Buy
+3,630,727
New +$190M 0.19% 103
2017
Q4 		– Sell
-176,200
Closed -$8.49M – 3446
2017
Q3 		$8.49M Sell
176,200
-307,800
-64% -$14.3M 0.01% 1435
2017
Q2 		$21.6M Buy
+484,000
New +$20.9M 0.03% 807
2016
Q1 		– Sell
-161,267
Closed -$5.13M – 3466
2015
Q4 		$5.13M Buy
+161,267
New +$5.36M 0.01% 1462
2013
Q4 		– Sell
-612,400
Closed -$16.5M – 2960
2013
Q3 		$16.5M Buy
+612,400
New +$16.4M 0.04% 557

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 $3.38T AUM 44.17% 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

Jim Simons's MS Position: Q2 2026 in Review

Jim Simons sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 674,111 shares — an estimated $111M sold.

Jim Simons first reported a position in MS in Q3 2013 and held it in 13 quarters. The position peaked at $217M in Q3 2018. 2,747 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Jim Simons reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Jim Simons sold 674,111 Morgan Stanley shares in Q2 2026, an estimated $111M.
  • Jim Simons first reported a position in Morgan Stanley in Q3 2013 and held it in 13 quarters.
  • Jim Simons's Morgan Stanley position peaked at $217M in Q3 2018.
  • 2,747 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.