Polar Asset Management Partners’s Morgan Stanley MS Stock Holding History

Polar Asset Management Partners’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	$6.83M	Sell	41,495 -23,605	-36%	-$4.09M	0.14%	160
2025 Q4	$11.6M	Buy	65,100 +33,700	+107%	+$5.62M	0.15%	117
2025 Q3	$4.99M	Buy	31,400 +23,800	+313%	+$3.51M	0.06%	251
2025 Q2	$1.07M	Buy	+7,600	New	+$933K	0.02%	362
2022 Q1	–	Sell	-12,373	Closed	-$1.22M	–	1418
2021 Q4	$1.22M	Buy	+12,373	New	+$1.23M	0.01%	683
2021 Q2	–	Sell	-3,819	Closed	-$297K	–	1225
2021 Q1	$297K	Sell	3,819 -736	-16%	-$56.4K	﹤0.01%	702
2020 Q4	$312K	Buy	4,555 +407	+10%	+$23.4K	﹤0.01%	665
2020 Q3	$201K	Buy	+4,148	New	+$209K	﹤0.01%	545

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

Polar Asset Management Partners's MS Position: Q1 2026 in Review

Polar Asset Management Partners reduced its Morgan Stanley (MS) stake by 36% in Q1 2026, selling an estimated $4.09M and leaving 41,495 shares worth $6.83M. The position accounts for 0.14% of the portfolio, ranked #160.

Polar Asset Management Partners first reported a position in MS in Q3 2020 and has held it in 8 quarters since. The position peaked at $11.6M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Polar Asset Management Partners held 41,495 shares of Morgan Stanley worth $6.83M as of Q1 2026.
Polar Asset Management Partners sold 23,605 Morgan Stanley shares in Q1 2026, an estimated $4.09M.
Morgan Stanley made up 0.14% of Polar Asset Management Partners's portfolio in Q1 2026, its #160 holding.
Polar Asset Management Partners first reported a position in Morgan Stanley in Q3 2020 and has held it in 8 quarters since.
Polar Asset Management Partners's Morgan Stanley position peaked at $11.6M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Polar Asset Management Partners's 13F filing for Q1 2026, filed 15 May 2026.