KCM
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Kodai Capital Management’s Morgan Stanley MS Stock Holding History

Kodai 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
2025
Q1 		$26.1M Buy
+223,497
New +$28.8M 1.03% 35
2024
Q4 		– Sell
-360,042
Closed -$37.5M – 155
2024
Q3 		$37.5M Buy
+360,042
New +$36.3M 0.78% 40

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kodai Capital Management's MS Position: Q1 2025 in Review

Kodai Capital Management opened a new position in Morgan Stanley (MS) in Q1 2025: 223,497 shares worth $26.1M. The stake represents 1.03% of the portfolio and ranks #35 among its holdings. This is a return to the name: Kodai Capital Management previously reported a position in MS as recently as Q3 2024.

Kodai Capital Management first reported a position in MS in Q3 2024 and has held it in 2 quarters since. The position peaked at $37.5M in Q3 2024. 2,100 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Kodai Capital Management held 223,497 shares of Morgan Stanley worth $26.1M as of Q1 2025.
  • Morgan Stanley was a new Kodai Capital Management position in Q1 2025.
  • Morgan Stanley made up 1.03% of Kodai Capital Management's portfolio in Q1 2025, its #35 holding.
  • Kodai Capital Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 2 quarters since.
  • Kodai Capital Management's Morgan Stanley position peaked at $37.5M in Q3 2024.
  • 2,100 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.