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CAPSTONE INVESTMENT ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1426196 NEW YORK, NY

Position in MS

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$4,641,367
+$3,380,727 QoQ
Shares Held
28,203
+297.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Mar 31, 2026
CallValue
$13,165,600
CallShares
80,000
PutValue
$33,489,995
PutShares
203,500

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

CAPSTONE INVESTMENT ADVISORS, LLC holds $40,132,660 across 15 Capital Markets names. MS ranks #3 (11.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MS
Morgan Stanley
This page
28,203 $4,641,367

All Filings in MS

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $33,489,995 203,500
2026-03-31 $4,641,367 28,203
2026-03-31 $13,165,600 80,000
2025-12-31 $1,260,640 7,101
2025-12-31 $37,228,041 209,700
2025-12-31 $8,965,265 50,500
2025-09-30 $981,101 6,172
2025-09-30 $8,552,048 53,800
2025-09-30 $45,621,520 287,000
2025-06-30 $3,004,262 21,328
2025-06-30 $4,732,896 33,600
2025-06-30 $26,214,046 186,100
2025-03-31 $10,219,358 87,592
2025-03-31 $44,801,280 384,000
2025-03-31 $6,323,514 54,200
2024-12-31 $27,381,816 217,800
2024-12-31 $122,426,136 973,800
2024-12-31 $1,075,157 8,552
2024-09-30 $19,795,176 189,900
2024-09-30 $2,795,091 26,814
2024-09-30 $75,688,664 726,100
2024-06-30 $2,673,599 27,509
2024-06-30 $70,326,684 723,600
2024-06-30 $21,236,015 218,500
2024-03-31 $20,169,072 214,200
2024-03-31 $55,337,832 587,700
2024-03-31 $2,439,779 25,911
2023-12-31 $25,447,925 272,900
2023-12-31 $1,474,935 15,817
2023-12-31 $67,932,625 728,500
2023-09-30 $14,333,085 175,500
2023-09-30 $17,918,398 219,400
2023-09-30 $6,650,306 81,429
2023-06-30 $17,703,420 207,300
2023-06-30 $5,952,380 69,700
2023-06-30 $7,248,752 84,880
2023-03-31 $5,522,620 62,900
2023-03-31 $4,497,291 51,222
2023-03-31 $15,329,880 174,600
2022-12-31 $8,297,952 97,600
2022-12-31 $17,565,132 206,600
2022-12-31 $7,750,168 91,157
2022-09-30 $12,117,842 153,371
2022-09-30 $2,686,340 34,000
2022-09-30 $17,872,062 226,200
2022-06-30 $3,217,338 42,300
2022-06-30 $9,153,821 120,350
2022-06-30 $19,220,362 252,700
2022-03-31 $14,185,020 162,300
2022-03-31 $55,647,580 636,700