Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$5,677,108
+$2,750,725 QoQ
Shares Held
27,158
+52.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#704
of 2,723 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$2,031,108
PutShares
17,409
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 Jun 30, 2026Fulcrum Asset Management LLP holds $15,028,549 across 9 Capital Markets names. MS ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
27,158 | $5,677,108 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
58,186 | $5,064,509 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
29,570 | $1,761,484 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,415 | $1,431,088 | |
| 5 | MARA |
MARA Holdings, Inc.
|
36,028 | $500,428 | |
| 6 | WULF |
Terawulf Inc.
|
17,630 | $435,461 | |
| 7 | SBET |
Sharplink, Inc.
|
25,596 | $122,860 | |
| 8 | CLSK |
Cleanspark, Inc.
|
2,276 | $33,115 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,677,108 | 27,158 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,926,383 | 17,782 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,114,231 | 17,542 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,871,135 | 18,062 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $2,614,925 | 18,564 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $2,031,108 | 17,409 | Put | Sole | 2025-04-24 | |
| 2022-03-31 | $613,985 | 7,025 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $905,820 | 9,228 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $897,976 | 9,228 | Principal | Sole | 2021-10-19 | |
| 2021-06-30 | $879,000 | 0 | Principal | Sole | 2021-07-13 | |
| 2021-03-31 | $760,369 | 9,791 | Principal | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||