Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$32,037,679
+$7,834,040 QoQ
Shares Held
153,261
+4.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#351
of 2,723 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Sep 30, 2021CallValue
$1,819,697
CallShares
18,700
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 Jun 30, 2026HUB Investment Partners, LLC holds $47,831,803 across 11 Capital Markets names. MS ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
153,261 | $32,037,679 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,657 | $9,766,800 | |
| 3 | SCHW |
Schwab Charles Corp
|
28,612 | $2,640,029 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,539 | $1,157,130 | |
| 5 | IREN |
IREN Ltd
|
15,556 | $711,375 | |
| 6 | MARA |
MARA Holdings, Inc.
|
27,976 | $388,586 | |
| 7 | WULF |
Terawulf Inc.
|
9,984 | $246,604 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
18,303 | $243,612 |
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,037,679 | 153,261 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $24,203,639 | 147,072 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,057,222 | 163,675 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,842,286 | 162,571 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,681,454 | 182,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,493,202 | 175,651 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,192,723 | 176,525 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,055,827 | 173,214 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,075,797 | 175,695 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $16,474,139 | 174,959 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,863,503 | 170,118 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,188,968 | 39,047 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,958,683 | 34,645 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,761,924 | 31,457 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,097,478 | 26,547 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,949,722 | 25,634 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,815,560 | 20,773 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,684,425 | 17,160 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,609,507 | 16,540 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $1,819,697 | 18,700 | Call | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||