Ray Dalio's MS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 13,283 shares of Morgan Stanley (MS) worth $2.36 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in MS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2019, adding 335,701 shares. Largest reduction occurred in Q4 2021, reducing 431,488 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Morgan Stanley (MS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morgan Stanley (MS) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +13,283 | New Buy | 13,283 | $177.53 |
| Q4 2024 | -169,357 | Sold Out | 0 | $0.00 |
| Q3 2024 | +167,064 | Add 7285.83% | 169,357 | $104.24 |
| Q2 2024 | -553 | Reduce 19.43% | 2,293 | $97.19 |
| Q1 2024 | -1,637 | Reduce 36.52% | 2,846 | $94.16 |
| Q4 2023 | +1,280 | Add 39.96% | 4,483 | $93.25 |
| Q3 2023 | +3,203 | New Buy | 3,203 | $81.67 |
| Q1 2023 | -62,501 | Sold Out | 0 | $0.00 |
| Q4 2022 | +62,501 | New Buy | 62,501 | $85.02 |
| Q3 2022 | -365,090 | Sold Out | 0 | $0.00 |
| Q2 2022 | +50,488 | Add 16.05% | 365,090 | $76.06 |
| Q1 2022 | -4,832 | Reduce 1.51% | 314,602 | $87.40 |
| Q4 2021 | -431,488 | Reduce 57.46% | 319,434 | $98.16 |
| Q3 2021 | +157,563 | Add 26.55% | 750,922 | $97.31 |
| Q2 2021 | +60,812 | Add 11.42% | 593,359 | $91.69 |
| Q1 2021 | +243,001 | Add 83.92% | 532,547 | $77.66 |
| Q4 2020 | +289,546 | New Buy | 289,546 | $68.53 |
| Q1 2020 | -335,701 | Sold Out | 0 | $0.00 |
| Q4 2019 | +335,701 | New Buy | 335,701 | $51.12 |
| Q1 2019 | -225,598 | Sold Out | 0 | $0.00 |
| Q4 2018 | +225,598 | New Buy | 225,598 | $39.65 |
| Q3 2018 | -68,423 | Sold Out | 0 | $0.00 |
| Q2 2018 | +68,423 | New Buy | 68,423 | $47.40 |
| Q2 2017 | -69,834 | Sold Out | 0 | $0.00 |
| Q1 2017 | -81,566 | Reduce 53.87% | 69,834 | $42.84 |
| Q4 2016 | +65,900 | Add 77.08% | 151,400 | $42.25 |
| Q3 2016 | +85,500 | New Buy | 85,500 | $32.06 |
| Q3 2015 | -80,255 | Sold Out | 0 | $0.00 |
| Q2 2015 | +80,255 | New Buy | 80,255 | $38.79 |
| Q2 2014 | -15,755 | Sold Out | 0 | $0.00 |
| Q1 2014 | +15,755 | New Buy | 15,755 | $31.16 |
| Q3 2013 | -95,855 | Sold Out | 0 | $0.00 |
| Q2 2013 | +95,855 | Add 0.00% | 95,855 | $24.43 |
Ray Dalio's Morgan Stanley Investment FAQs
Ray Dalio first purchased Morgan Stanley (MS) in Q2 2013, acquiring 95,855 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Morgan Stanley (MS) for 33 quarters since Q2 2013.
Ray Dalio's largest addition to Morgan Stanley (MS) was in Q4 2019, adding 335,701 shares worth $17.16 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 13,283 shares of Morgan Stanley (MS), valued at approximately $2.36 M.
As of the Q4 2025 filing, Morgan Stanley (MS) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Morgan Stanley (MS) was 750,922 shares, as reported at the end of Q3 2021.