UBS O'Connor’s Morgan Stanley MS Stock Holding History

UBS O'Connor’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
2013 Q4	–	Sell	-150,000	Closed	-$52K	–	460
2013 Q3	$52K	Buy	150,000 +58,800	+64%	+$1.58M	﹤0.01%	392
2013 Q2	$57K	Buy	+91,200	New	+$2.16M	﹤0.01%	483

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 $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

UBS O'Connor's MS Position: Q3 2025 in Review

UBS O'Connor sold out of Morgan Stanley (MS) in Q3 2025, closing a stake of 50,000 shares — an estimated $7.04M sold.

UBS O'Connor first reported a position in MS in Q2 2013 and held it in 12 quarters. The position peaked at $11.9M in Q3 2014. 2,260 funds tracked by Wall St. Rank hold MS as of Q3 2025.

UBS O'Connor reported no remaining Morgan Stanley position as of Q3 2025 after selling out during the quarter.
UBS O'Connor sold 50,000 Morgan Stanley shares in Q3 2025, an estimated $7.04M.
UBS O'Connor first reported a position in Morgan Stanley in Q2 2013 and held it in 12 quarters.
UBS O'Connor's Morgan Stanley position peaked at $11.9M in Q3 2014.
2,260 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.