GAMMA Investing LLC

Position in MS — Morgan Stanley

CIK 2010235 FOSTER CITY, CA

Position in MS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$8,284,255

+$2,506,697 QoQ

Shares Held

39,630

+12.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#614

of 2,723 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GAMMA Investing LLC holds $32,857,365 across 42 Capital Markets names. MS ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	10,612	$10,732,658
2	MS	Morgan Stanley This page	39,630	$8,284,255
3	SCHW	Schwab Charles Corp	55,827	$5,151,157
4	HOOD	Robinhood Markets, Inc.	19,825	$1,988,051
5	IBKR	Interactive Brokers Group, Inc.	14,396	$1,253,027
6	HLI	Houlihan Lokey, Inc.	8,140	$1,091,818
7	SF	Stifel Financial Corp	10,492	$732,026
8	EVR	Evercore Inc.	1,597	$545,279

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,284,255	39,630	+12.9%	Shares	Defined	2026-07-07
2026-03-31	$5,777,558	35,107	+6.1%	Shares	Defined	2026-04-06
2025-12-31	$5,875,177	33,094	+8.7%	Shares	Defined	2026-01-05
2025-09-30	$4,839,378	30,444	+7.5%	Shares	Defined	2025-10-02
2025-06-30	$3,989,296	28,321	+20.1%	Shares	Defined	2025-07-14
2025-03-31	$2,750,845	23,578	+6.4%	Shares	Defined	2025-04-15
2024-12-31	$2,784,949	22,152	+9.1%	Shares	Defined	2025-01-03
2024-09-30	$2,117,322	20,312	+37.8%	Shares	Defined	2024-10-07
2024-06-30	$1,432,191	14,736	+42.7%	Shares	Defined	2024-07-02
2024-03-31	$972,202	10,325	+8.5%	Shares	Defined	2024-04-05
2023-12-31	$887,460	9,517	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.