Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
112K
+ 1.48%
$51.52 - $52.37 $5.76M - $5.85M
7.65M $401M
FUBO
Fubo Tv Inc.

Communication Services
1.94M
+ 62.9%
$1.41 - $5.46 $2.74M - $10.6M
5.03M $14.7M
NSIT
Insight Enterprises Inc

Technology
89.5K
+ 7.14%
$149.36 - $174.13 $13.4M - $15.6M
1.34M $201M
FNDX
Schwab Fundamental U S Large C

ETFs
468K
+ 11.45%
$23.03 - $25.01 $10.8M - $11.7M
4.56M $108M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
542K
+ 11.6%
$25.93 - $29.28 $14M - $15.9M
5.21M $142M
ROK
Rockwell Automation, Inc

Industrials
284K
+ 12.42%
$255.29 - $303.75 $72.5M - $86.2M
2.57M $664M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
102K
+ 1.82%
$12.89 - $15.19 $1.31M - $1.54M
5.7M $84.8M
ORI
Old Republic International Corp

Financial Services
74.6K
+ 2.93%
$33.46 - $39.22 $2.49M - $2.92M
2.62M $103M
ALV
Autoliv Inc

Consumer Cyclical
146K
+ 34.14%
$87.68 - $102.7 $12.8M - $15M
573K $50.7M
FDVV
Fidelity High Dividend ETF

ETFs
227K
+ 11.51%
$48.86 - $52.28 $11.1M - $11.9M
2.2M $109M
HBAN
Huntington Bancshares Inc

Financial Services
2.31M
+ 12.07%
$14.28 - $17.39 $33M - $40.2M
21.4M $322M
HTZ
Hertz Global Holdings, Inc

Industrials
2.42M
+ 75.03%
$3.3 - $4.5 $7.99M - $10.9M
5.65M $22.3M
FNDE
Schwab Fundamental Emerging Mk

ETFs
218K
+ 10.27%
$28.11 - $32.0 $6.13M - $6.98M
2.34M $72.1M
TIGR
Up Fintech Holding LTD

Financial Services
731K
+ 38.03%
$5.76 - $9.69 $4.21M - $7.09M
2.65M $22.8M
IAI
Ishares Tr Us Broker Dealers &

ETFs
85K
+ 22.07%
$134.68 - $159.3 $11.5M - $13.5M
470K $65.9M
HCI
Hci Group, Inc.

Financial Services
37.8K
+ 26.35%
$110.25 - $150.47 $4.17M - $5.69M
181K $27.1M
CAE
Cae Inc

Industrials
447K
+ 47.58%
$23.09 - $26.78 $10.3M - $12M
1.39M $34.1M
OR
Osisko Gold Royalties LTD

Basic Materials
423K
+ 98.92%
$17.92 - $21.16 $7.59M - $8.96M
851K $18M
ETSY
Etsy Inc

Consumer Cyclical
361K
+ 30.23%
$44.4 - $57.29 $16M - $20.7M
1.56M $73.4M
SMIN
Ishares Msci India Small Cap I

ETFs
223K
+ 37.58%
$61.54 - $77.16 $13.7M - $17.2M
815K $55.5M
BSY
Bentley Systems Inc

Technology
421K
+ 48.52%
$39.34 - $47.7 $16.5M - $20.1M
1.29M $50.7M
SYM
Symbotic Inc.

Financial Services
650K
+ 74.97%
$20.16 - $33.5 $13.1M - $21.8M
1.52M $30.7M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
441K
+ 10.09%
$32.86 - $38.05 $14.5M - $16.8M
4.81M $160M
CNTA
Centessa Pharmaceuticals PLC

Healthcare
1.01M
+ 52.63%
$14.38 - $19.03 $14.6M - $19.3M
2.94M $42.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
305K
+ 10.87%
$192.82 - $222.1 $58.8M - $67.7M
3.11M $600M
GTO
Invesco Actively Managed ETF T

ETFs
191K
+ 10.88%
$45.9 - $47.37 $8.77M - $9.05M
1.95M $91.4M
CWT
California Water Service Group

Utilities
152K
+ 19.11%
$41.88 - $48.46 $6.35M - $7.35M
945K $45.8M
EMN
Eastman Chemical CO

Basic Materials
251K
+ 6.53%
$87.05 - $103.47 $21.9M - $26M
4.1M $361M
UDR
Udr, Inc.

Real Estate
114K
+ 4.31%
$40.09 - $46.04 $4.55M - $5.23M
2.75M $124M
TPYP
Managed Portfolio Ser Tortoise

ETFs
86.2K
+ 2.97%
$34.32 - $37.26 $2.96M - $3.21M
2.99M $109M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
133K
+ 58.61%
$55.23 - $64.6 $7.36M - $8.61M
361K $22.3M
BSCV
Invesco ETF Self Indexed Fd Tr
558K
+ 25.99%
$15.87 - $16.38 $8.85M - $9.14M
2.7M $44.1M
MRUS
Merus N.V.

Healthcare
228K
+ 39.71%
$39.01 - $49.16 $8.91M - $11.2M
804K $33.8M
SRRK
Scholar Rock Holding Corp

Healthcare
440K
+ 106.45%
$32.15 - $45.55 $14.1M - $20M
853K $27.4M
URBN
Urban Outfitters Inc

Consumer Cyclical
230K
+ 22.01%
$48.81 - $60.44 $11.2M - $13.9M
1.28M $66.8M
UAN
Cvr Partners, LP

Basic Materials
126K
+ 136.74%
$72.23 - $83.94 $9.11M - $10.6M
218K $16.4M
UHS
Universal Health Services Inc

Healthcare
25.3K
+ 4.62%
$163.99 - $193.27 $4.15M - $4.9M
573K $108M
AIA
Ishares S&P Asia 50 ETF

ETFs
125K
+ 164.22%
$65.86 - $77.42 $8.24M - $9.68M
201K $14.6M
IAT
Ishares Tr

ETFs
241K
+ 48.8%
$44.84 - $53.56 $10.8M - $12.9M
734K $34.2M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
4.09K
+ 9.56%
$1227.6 - $1458.46 $5.02M - $5.97M
46.9K $63.3M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
206K
+ 18.89%
$47.47 - $48.84 $9.76M - $10M
1.29M $61.8M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
700K
+ 66.61%
$13.31 - $18.41 $9.32M - $12.9M
1.75M $24.8M
COMP
Compass, Inc.

Technology
486K
+ 27.99%
$5.35 - $10.24 $2.6M - $4.97M
2.22M $19.4M
ABUS
Arbutus Biopharma Corp

Healthcare
1.21M
+ 5.34%
$3.06 - $3.59 $3.69M - $4.33M
23.8M $83M
TUYA
Tuya Inc.

Technology
2.48M
+ 184.15%
$1.6 - $4.06 $3.96M - $10.1M
3.82M $11.6M
PSLV
Sprott Physical Silver Trust

Financial Services
216K
+ 6.39%
$9.86 - $11.68 $2.13M - $2.52M
3.6M $41.7M
HMC
Honda Motor CO LTD

Consumer Cyclical
494K
+ 16.24%
$26.9 - $30.41 $13.3M - $15M
3.54M $96M
MGY
Magnolia Oil & Gas Corp

Energy
149K
+ 5.27%
$22.26 - $26.58 $3.32M - $3.96M
2.98M $75.2M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
701K
+ 46.48%
$5.11 - $8.91 $3.58M - $6.25M
2.21M $19.1M
Activity Summary
Buys All Purchases 3980 New Holdings 504 Increased Positions 3476 Sells All Sells 3366 Reductions 3366 Sold out 0 Options Calls 0 Puts 0
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