Optiver Holding’s Morgan Stanley MS Stock Holding History

Optiver Holding’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	$14.9M	Buy	90,811 +73,489	+424%	+$12.7M	0.01%	312
2025 Q4	$3.08M	Buy	+17,322	New	+$2.89M	﹤0.01%	417
2025 Q3	–	Sell	-104,456	Closed	-$15.4M	–	2815
2025 Q2	$14.7M	Sell	104,456 -253,107	-71%	-$31.1M	0.01%	164
2025 Q1	$41.7M	Buy	357,563 +237,765	+198%	+$30.6M	0.02%	103
2024 Q4	$15.1M	Sell	119,798 -262,034	-69%	-$32.3M	0.01%	169
2024 Q3	$39.8M	Buy	381,832 +222,664	+140%	+$22.4M	0.02%	120
2024 Q2	$15.5M	Buy	159,168 +158,492	+23,446%	+$15.1M	0.01%	233
2024 Q1	$63.7K	Sell	676 -410,730	-100%	-$36.2M	﹤0.01%	536
2023 Q4	$38.4M	Buy	+411,406	New	+$32.9M	0.02%	170
2022 Q1	–	Sell	-1,119	Closed	-$109K	–	747
2021 Q4	$109K	Hold	1,119	–	–	﹤0.01%	299
2021 Q3	$109K	Buy	+1,119	New	+$111K	﹤0.01%	255

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optiver Holding's MS Position: Q1 2026 in Review

Optiver Holding increased its Morgan Stanley (MS) stake by 424% in Q1 2026, buying an estimated $12.7M and bringing the position to 90,811 shares worth $14.9M. The position accounts for 0.01% of the portfolio, ranked #312.

Optiver Holding first reported a position in MS in Q3 2021 and has held it in 11 quarters since. The position peaked at $41.7M in Q1 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Optiver Holding held 90,811 shares of Morgan Stanley worth $14.9M as of Q1 2026.
Optiver Holding bought 73,489 Morgan Stanley shares in Q1 2026, an estimated $12.7M.
Morgan Stanley made up 0.01% of Optiver Holding's portfolio in Q1 2026, its #312 holding.
Optiver Holding first reported a position in Morgan Stanley in Q3 2021 and has held it in 11 quarters since.
Optiver Holding's Morgan Stanley position peaked at $41.7M in Q1 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.