Oxford Asset Management’s Morgan Stanley MS Stock Holding History

Oxford Asset 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	–	Sell	-3,855	Closed	-$485K	–	631
2024 Q4	$485K	Buy	+3,855	New	+$475K	0.22%	161
2024 Q3	–	Sell	-2,298	Closed	-$223K	–	397
2024 Q2	$223K	Buy	+2,298	New	+$219K	0.22%	187
2020 Q1	–	Sell	-42,270	Closed	-$2.16M	–	872
2019 Q4	$2.16M	Buy	+42,270	New	+$2M	0.06%	378
2019 Q3	–	Sell	-301,154	Closed	-$13.2M	–	1862
2019 Q2	$13.2M	Buy	+301,154	New	+$13.4M	0.28%	48
2018 Q3	–	Sell	-16,612	Closed	-$801K	–	1845
2018 Q2	$801K	Buy	+16,612	New	+$868K	0.02%	1141
2017 Q1	–	Sell	-65,180	Closed	-$2.75M	–	1441
2016 Q4	$2.75M	Buy	+65,180	New	+$2.46M	0.1%	224
2013 Q3	–	Sell	-488,782	Closed	-$11.9M	–	862
2013 Q2	$11.9M	Buy	+488,782	New	+$11.6M	0.32%	60

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oxford Asset Management's MS Position: Q1 2025 in Review

Oxford Asset Management sold out of Morgan Stanley (MS) in Q1 2025, closing a stake of 3,855 shares — an estimated $485K sold.

Oxford Asset Management first reported a position in MS in Q2 2013 and held it in 7 quarters. The position peaked at $13.2M in Q2 2019. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

Oxford Asset Management reported no remaining Morgan Stanley position as of Q1 2025 after selling out during the quarter.
Oxford Asset Management sold 3,855 Morgan Stanley shares in Q1 2025, an estimated $485K.
Oxford Asset Management first reported a position in Morgan Stanley in Q2 2013 and held it in 7 quarters.
Oxford Asset Management's Morgan Stanley position peaked at $13.2M in Q2 2019.
2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

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