Position in MS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,510,021
-$32,118,448 QoQ
Shares Held
15,252
-92.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 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 Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,645,700
PutShares
10,000
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, 2026Jefferies Financial Group Inc. holds $39,784,643 across 21 Capital Markets names. MS ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,610 | $8,975,953 | |
| 2 | IREN |
IREN Ltd
|
204,260 | $7,002,032 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
49,769 | $3,338,006 | |
| 4 | MS |
Morgan Stanley
This page
|
15,252 | $2,510,021 | |
| 5 | WULF |
Terawulf Inc.
|
169,638 | $2,447,876 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
32,861 | $2,277,267 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
171,200 | $2,116,032 | |
| 8 | SCHW |
Schwab Charles Corp
|
21,063 | $1,979,500 |
All Filings in MS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,645,700 | 10,000 | Put | Defined | 2026-05-08 | |
| 2026-03-31 | $2,510,021 | 15,252 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,361,149 | 13,300 | Put | Defined | 2026-02-09 | |
| 2025-12-31 | $34,628,469 | 195,057 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $585,849 | 3,300 | Call | Defined | 2026-02-09 | |
| 2025-09-30 | $8,059,272 | 50,700 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $938,499 | 5,904 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $5,992,792 | 37,700 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $5,722,155 | 40,623 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,616,727 | 48,142 | Shares | Defined | 2025-05-08 | |
| 2025-03-31 | $13,288,713 | 113,900 | Put | Defined | 2025-05-08 | |
| 2025-03-31 | $9,345,267 | 80,100 | Call | Defined | 2025-05-08 | |
| 2024-12-31 | $18,216,828 | 144,900 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $3,457,300 | 27,500 | Put | Defined | 2025-02-27 | |
| 2024-12-31 | $3,457,300 | 27,500 | Call | Defined | 2025-02-27 | |
| 2024-09-30 | $647,851 | 6,215 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $1,141,473 | 12,241 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $6,033,275 | 64,700 | Put | Defined | 2024-05-06 | |
| 2023-09-30 | $7,734,149 | 94,700 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $4,073,209 | 49,874 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,536,380 | 29,700 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $2,561,829 | 29,998 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,771,628 | 20,178 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $2,607,660 | 29,700 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $6,376,500 | 75,000 | Put | Defined | 2023-09-21 | |
| 2022-12-31 | $4,244,623 | 49,925 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $6,376,500 | 75,000 | Call | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||