TWO SIGMA INVESTMENTS, LP

Position in MS — Morgan Stanley

CIK 1179392 NEW YORK, NY

Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$615,427,946

+$417,160,135 QoQ

Shares Held

3,739,612

+234.8% QoQ

Ownership

0.237%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 99.72724443070564.ToString("F0")% Shared 0.ToString("F0")% None 0.27275556929435457.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Mar 31, 2026

CallValue

$839,307

CallShares

5,100

PutValue

$1,481,130

PutShares

9,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $2,981,937,111 across 36 Capital Markets names. MS ranks #1 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	3,739,612	$615,427,946
2	IBKR	Interactive Brokers Group, Inc.	8,312,971	$557,550,964
3	SCHW	Schwab Charles Corp	5,360,299	$503,760,900
4	GS	Goldman Sachs Group Inc	365,728	$309,402,230
5	HOOD	Robinhood Markets, Inc.	2,803,439	$194,278,322
6	JEF	Jefferies Financial Group Inc.	2,825,053	$116,589,937
7	WULF	Terawulf Inc.	7,837,097	$113,089,309
8	IREN	IREN Ltd	2,864,882	$98,208,154

All Filings in MS

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$839,307	5,100	-43.3%	Call	Sole	2026-05-15
2026-03-31	$1,481,130	9,000	-99.8%	Put	Sole	2026-05-15
2026-03-31	$615,427,946	3,739,612	+93390.3%	Shares	Sole	2026-05-15
2025-12-31	$710,120	4,000	-99.6%	Call	Sole	2026-02-17
2025-12-31	$198,267,811	1,116,813	+15854.5%	Shares	Sole	2026-02-17
2025-12-31	$1,242,710	7,000	-99.4%	Put	Sole	2026-02-17
2025-09-30	$196,310,672	1,234,969	+150.3%	Shares	Sole	2025-11-14
2025-06-30	$69,488,773	493,318	+2025.9%	Shares	Sole	2025-08-14
2025-03-31	$2,707,327	23,205	-80.5%	Shares	Sole	2025-05-15
2024-12-31	$14,954,016	118,947	+426.3%	Shares	Sole	2025-02-14
2024-09-30	$2,355,824	22,600	+29.3%	Shares	Sole	2024-11-14
2024-06-30	$1,698,589	17,477	-92.6%	Shares	Sole	2024-08-14
2024-03-31	$22,348,593	237,347	+1222.5%	Shares	Sole	2024-05-15
2022-09-30	$1,417,992	17,947	-89.4%	Shares	Sole	2022-11-14
2022-03-31	$14,835,887	169,747	-34.8%	Shares	Sole	2022-05-16
2021-12-31	$25,551,048	260,300	+110.1%	Put	Sole	2022-02-14
2021-12-31	$12,162,612	123,906	-50.4%	Shares	Sole	2022-02-14
2021-12-31	$24,500,736	249,600	-19.5%	Call	Sole	2022-02-14
2021-09-30	$30,166,100	310,000	+37.8%	Put	Sole	2021-11-15
2021-09-30	$21,894,750	225,000	-69.2%	Call	Sole	2021-11-15
2021-09-30	$71,063,741	730,282	+531.2%	Shares	Sole	2021-11-15
2021-06-30	$10,608,533	115,700	+9.4%	Put	Sole	2021-08-16
2021-06-30	$9,700,802	105,800	+127.8%	Call	Sole	2021-08-16
2021-03-31	$3,607,617	46,454	-52.5%	Shares	Sole	2021-05-17
2021-03-31	$7,587,382	97,700	+17.9%	Put	Sole	2021-05-17
2021-03-31	$6,438,014	82,900	+47.8%	Call	Sole	2021-05-17
2020-12-31	$3,844,533	56,100	+2.6%	Call	Sole	2021-02-16
2020-12-31	$3,748,591	54,700	-94.1%	Put	Sole	2021-02-16
2020-09-30	$44,800,578	926,589	+1100.2%	Shares	Sole	2020-11-16
2020-09-30	$3,732,620	77,200	-7.4%	Put	Sole	2020-11-16
2020-09-30	$4,032,390	83,400	+227.1%	Call	Sole	2020-11-16
2020-06-30	$1,231,650	25,500	-65.3%	Call	Sole	2020-08-14
2020-06-30	$3,552,803	73,557	+69.5%	Shares	Sole	2020-08-14
2020-06-30	$2,096,220	43,400	-7.7%	Put	Sole	2020-08-14
2020-03-31	$1,598,000	47,000	-29.0%	Call	Sole	2020-05-15
2020-03-31	$2,250,800	66,200	-52.0%	Put	Sole	2020-05-15
2020-03-31	$4,689,518	137,927	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.