Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,828,832
-$4,728,371 QoQ
Shares Held
41,495
-36.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Sep 30, 2022CallValue
$11,211,519
CallShares
141,900
PutValue
$0
PutShares
0
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, 2026Polar Asset Management Partners Inc. holds $38,919,133 across 9 Capital Markets names. MS ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKTX |
Marketaxess Holdings Inc
|
104,174 | $17,186,626 | |
| 2 | MS |
Morgan Stanley
This page
|
41,495 | $6,828,832 | |
| 3 | EVR |
Evercore Inc.
|
14,457 | $4,315,559 | |
| 4 | SCHW |
Schwab Charles Corp
|
38,685 | $3,635,616 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
8,916 | $2,682,200 | |
| 6 | LAZ |
Lazard, Inc.
|
50,674 | $2,152,631 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
23,459 | $1,031,726 | |
| 8 | IPST |
Ip Strategy Holdings, Inc.
|
165,480 | $873,734 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,828,832 | 41,495 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,557,203 | 65,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,991,344 | 31,400 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $1,070,536 | 7,600 | Shares | Sole | 2025-08-14 | |
| 2022-09-30 | $11,211,519 | 141,900 | Call | Sole | 2022-11-14 | |
| 2021-12-31 | $1,214,533 | 12,373 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $296,583 | 3,819 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $312,154 | 4,555 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $200,555 | 4,148 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||