Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DT
Dynatrace, Inc.

Technology
437K
+ 27.06%
$47.15 - $62.42 $20.6M - $27.2M
2.05M $96.6M
CARR
Carrier Global Corp

Industrials
1.16M
+ 8.73%
$62.07 - $70.55 $72M - $81.8M
14.4M $916M
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
618K
+ 114.94%
$15.34 - $18.99 $9.47M - $11.7M
1.16M $18.8M
CRBG
Corebridge Financial, Inc.

Financial Services
228K
+ 23.19%
$29.61 - $34.68 $6.75M - $7.91M
1.21M $38.2M
EQX
Equinox Gold Corp.

Basic Materials
1.06M
+ 130.44%
$5.09 - $7.16 $5.42M - $7.62M
1.88M $12.9M
IWC
Russell Micro Cap ETF

ETFs
94.8K
+ 109.85%
$110.91 - $133.46 $10.5M - $12.6M
181K $20.1M
ORCC
Owl Rock Capital Corp

Financial Services
659K
+ 8.69%
N/A
8.24M $110M
REZ
Ishares Tr Residential And Mul

ETFs
77.5K
+ 19.82%
$78.21 - $88.48 $6.06M - $6.85M
468K $40.5M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
87.9K
+ 82.1%
$99.16 - $99.52 $8.71M - $8.74M
195K $19.4M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
169K
+ 37.48%
$73.27 - $96.21 $12.4M - $16.3M
622K $45.5M
KORP
American Centy ETF Tr Diversif

ETFs
169K
+ 16.52%
$45.26 - $47.12 $7.64M - $7.95M
1.19M $55.6M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
311K
+ 51.49%
$29.02 - $34.76 $9.01M - $10.8M
914K $27.8M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
109K
+ 158.21%
$81.05 - $95.73 $8.87M - $10.5M
179K $14.7M
JPIB
Jpmorgan International Bond Op

ETFs
176K
+ 98.11%
$46.97 - $48.35 $8.26M - $8.5M
355K $17M
FXO
First Tr Exchange Traded Fd Fi

ETFs
214K
+ 8.61%
$50.93 - $57.24 $10.9M - $12.2M
2.69M $143M
EWS
Ishares Inc Msci Singapore ETF

ETFs
331K
+ 97.51%
$21.65 - $24.17 $7.16M - $7.99M
670K $15.9M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
49K
+ 1.68%
$76.77 - $82.22 $3.76M - $4.03M
2.96M $235M
IYF
Ishares Tr

ETFs
47.9K
+ 3.53%
$107.69 - $119.37 $5.15M - $5.71M
1.4M $158M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
34.4K
+ 6.73%
$89.88 - $110.11 $3.09M - $3.78M
545K $54.9M
SNEX
Stone X Group Inc.

Financial Services
228K
+ 54.87%
$76.12 - $126.89 $17.3M - $28.9M
643K $49.1M
HMY
Harmony Gold Mining CO LTD

Basic Materials
125K
+ 12.44%
$8.25 - $14.77 $1.03M - $1.84M
1.13M $16.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
189K
+ 14.64%
$67.03 - $74.61 $12.6M - $14.1M
1.48M $100M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
39.6K
+ 2.06%
$33.37 - $38.01 $1.32M - $1.51M
1.97M $73.8M
VNLA
Janus Henderson Short Duration

ETFs
146K
+ 2.98%
$48.89 - $49.21 $7.15M - $7.19M
5.05M $248M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
340K
+ 9.46%
$22.77 - $22.94 $7.74M - $7.8M
3.94M $90.3M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
262K
+ 22.39%
$33.28 - $36.41 $8.72M - $9.54M
1.43M $49M
IMVT
Immunovant, Inc.

Healthcare
299K
+ 29.63%
N/A
1.31M $36M
IRBO
Ishares Robotics & Artificial

ETFs
256K
+ 34.67%
N/A
995K $31.9M
NMR
Nomura Holdings Inc

Financial Services
805K
+ 8.92%
$5.56 - $6.98 $4.48M - $5.62M
9.84M $60.5M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
329K
+ 41.63%
$39.97 - $48.7 $13.2M - $16M
1.12M $44.8M
ERIE
Erie Indemnity CO

Financial Services
16.5K
+ 9.06%
$377.62 - $450.61 $6.24M - $7.45M
199K $83.3M
IYE
Ishares Tr

ETFs
6.01K
+ 0.29%
$45.23 - $49.95 $272K - $300K
2.11M $104M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
763K
+ 16.55%
$8.17 - $10.63 $6.24M - $8.11M
5.38M $49.7M
DNOW
Now Inc.

Energy
166K
+ 12.79%
$12.83 - $17.59 $2.13M - $2.93M
1.47M $25M
DTH
Wisdomtree Tr

ETFs
123K
+ 19.99%
$37.33 - $43.33 $4.61M - $5.35M
741K $31.5M
DAR
Darling Ingredients Inc.

Consumer Defensive
385K
+ 23.99%
$28.51 - $41.85 $11M - $16.1M
1.99M $62.1M
PTEN
Patterson Uti Energy Inc

Energy
1.01M
+ 17.93%
$7.15 - $9.45 $7.23M - $9.56M
6.65M $54.7M
AXGN
Axogen, Inc.

Healthcare
171K
+ 7.03%
$14.56 - $20.11 $2.49M - $3.43M
2.6M $48.1M
DOCS
Doximity, Inc.

Healthcare
39.3K
+ 3.16%
$49.71 - $83.14 $1.95M - $3.27M
1.28M $74.4M
MTCH
Match Group, Inc.

Communication Services
409K
+ 12.96%
$30.08 - $36.47 $12.3M - $14.9M
3.57M $111M
EVER
Ever Quote, Inc.

Communication Services
261K
+ 140.22%
$17.84 - $29.71 $4.66M - $7.75M
447K $11.7M
CRK
Comstock Resources Inc

Energy
148K
+ 6.29%
$16.92 - $21.52 $2.5M - $3.18M
2.5M $50.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
128K
+ 21.44%
$75.47 - $84.24 $9.65M - $10.8M
724K $55.8M
UMBF
Umb Financial Corp

Financial Services
122K
+ 32.61%
$98.0 - $122.56 $11.9M - $14.9M
495K $50M
VTHR
Vanguard Russell 3000 ETF

ETFs
41.4K
+ 23.3%
$243.2 - $272.04 $10.1M - $11.3M
219K $54M
SAIA
Saia Inc

Industrials
141K
+ 36.18%
$349.29 - $508.47 $49.2M - $71.6M
530K $185M
DINT
Davis Fundamental ETF Tr

ETFs
298K
+ 46.42%
$20.94 - $24.54 $6.25M - $7.32M
941K $21.7M
HUBS
Hubspot Inc

Technology
76.7K
+ 26.6%
$571.29 - $819.71 $43.8M - $62.9M
365K $209M
VOOV
Vanguard S&P 500 Value ETF

ETFs
43.3K
+ 4.09%
$179.71 - $192.06 $7.78M - $8.31M
1.1M $203M
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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