Steven Cohen’s MS Holdings & Trades

First Buy
Q3 2015
Duration Held
28 Quarters
Largest Add
Q4 2018
+2.22 M Shares
Current Position
306,460 Shares
$48.71 M Value

Steven Cohen's MS Position Overview

Steven Cohen (via Point72 Asset Management, L.P.) currently holds 306,460 shares of Morgan Stanley (MS) worth $48.71 M, representing 0.08% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 28 quarters.

Based on 13F filings, Steven Cohen has maintained a strategic position in MS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 2.22 M shares. Largest reduction occurred in Q1 2019, reducing 1.62 M shares.

Analysis based on 13F filings available since 2013 Q2

Steven Cohen's Morgan Stanley (MS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Morgan Stanley (MS) Trades by Steven Cohen

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2015 +360,100 New Buy 360,100 $31.50
Q4 2015 -360,100 Sold Out 0 $0.00
Q3 2017 +150,000 New Buy 150,000 $48.17
Q4 2017 -150,000 Sold Out 0 $0.00
Q1 2018 +25,200 New Buy 25,200 $53.97
Q2 2018 +83,600 Add 331.75% 108,800 $47.40
Q3 2018 +261,000 Add 239.89% 369,800 $46.57
Q4 2018 +2.22 M Add 600.48% 2.59 M $39.65
Q1 2019 -1.62 M Reduce 62.56% 969,800 $42.20
Q2 2019 +120,608 Add 12.44% 1.09 M $43.81
Q3 2019 +125,916 Add 11.55% 1.22 M $42.67
Q4 2019 -1.07 M Reduce 87.67% 150,000 $51.12
Q1 2020 +1.48 M Add 989.00% 1.63 M $34.00
Q2 2020 -1.08 M Reduce 66.32% 550,175 $48.30
Q3 2020 -199,431 Reduce 36.25% 350,744 $48.35
Q4 2020 -190,744 Reduce 54.38% 160,000 $68.53
Q1 2021 +273,400 Add 170.88% 433,400 $77.66
Q2 2021 -200,700 Reduce 46.31% 232,700 $91.69
Q3 2021 -139,500 Reduce 59.95% 93,200 $97.31
Q4 2021 -41,100 Reduce 44.10% 52,100 $98.16
Q1 2022 -52,100 Sold Out 0 $0.00
Q4 2022 +237,192 New Buy 237,192 $85.02
Q1 2023 -237,192 Sold Out 0 $0.00
Q4 2023 +298,286 New Buy 298,286 $93.25
Q1 2024 -209,605 Reduce 70.27% 88,681 $94.16
Q2 2024 -88,681 Sold Out 0 $0.00
Q2 2025 +42,168 New Buy 42,168 $140.86
Q3 2025 +264,292 Add 626.76% 306,460 $158.96

Steven Cohen's Morgan Stanley Investment FAQs

Steven Cohen first purchased Morgan Stanley (MS) in Q3 2015, acquiring 360,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Steven Cohen has held Morgan Stanley (MS) for 28 quarters since Q3 2015.

Steven Cohen's largest addition to Morgan Stanley (MS) was in Q4 2018, adding 2,590,380 shares worth $102.71 M.

According to the latest 13F filing for Q3 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 306,460 shares of Morgan Stanley (MS), valued at approximately $48.71 M.

As of the Q3 2025 filing, Morgan Stanley (MS) represents approximately 0.08% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.

Steven Cohen's peak holding in Morgan Stanley (MS) was 2,590,380 shares, as reported at the end of Q4 2018.