Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
2.09M
+ 26.15%
$82.81 - $92.93 $173M - $194M
10.1M $856M
IVE
Ishares S&P 500 Value ETF

ETFs
811K
+ 6.23%
$185.78 - $198.58 $151M - $161M
13.8M $2.63B
DVN
Devon Energy Corp

Energy
2.39M
+ 19.45%
$33.15 - $38.55 $79.4M - $92.3M
14.7M $550M
MFC
Manulife Financial Corp

Financial Services
4.58M
+ 57.28%
$28.41 - $31.82 $130M - $146M
12.6M $392M
GS
Goldman Sachs Group Inc

Financial Services
654K
+ 8.15%
$524.81 - $672.19 $343M - $439M
8.68M $4.74B
SRLN
Ssga Active Trust

ETFs
3.65M
+ 49.14%
$41.02 - $41.99 $150M - $153M
11.1M $456M
CNM
Core & Main, Inc.

Industrials
3.4M
+ 47.05%
$46.27 - $57.26 $157M - $195M
10.6M $513M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.85M
+ 15.32%
$50.48 - $51.04 $144M - $145M
21.5M $1.09B
EQNR
Equinor Asa

Energy
5.13M
+ 220.39%
$22.37 - $26.45 $115M - $136M
7.46M $197M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
2M
+ 121.35%
$56.44 - $64.13 $113M - $128M
3.65M $224M
CBRE
Cbre Group, Inc.

Real Estate
965K
+ 20.36%
$121.79 - $147.13 $118M - $142M
5.71M $746M
HWM
Howmet Aerospace Inc.

Industrials
204K
+ 4.31%
$110.79 - $139.39 $22.6M - $28.4M
4.94M $641M
SHW
Sherwin Williams CO

Basic Materials
166K
+ 2.39%
$330.16 - $365.55 $54.7M - $60.6M
7.1M $2.48B
CASY
Caseys General Stores Inc

Consumer Cyclical
135K
+ 8.08%
$378.71 - $442.54 $51.1M - $59.7M
1.8M $783M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.4M
+ 5.77%
$56.17 - $59.71 $135M - $143M
43.9M $2.51B
LKQ
Lkq Corp

Consumer Cyclical
608K
+ 3.77%
$36.24 - $44.05 $22M - $26.8M
16.7M $712M
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.29M
+ 33.89%
$27.29 - $38.29 $62.4M - $87.6M
9.04M $316M
NVS
Novartis Ag

Healthcare
187K
+ 2.72%
$97.14 - $115.57 $18.1M - $21.6M
7.06M $787M
APD
Air Products & Chemicals, Inc.

Basic Materials
337K
+ 8.81%
$283.24 - $338.07 $95.5M - $114M
4.16M $1.23B
GLDM
World Gold Trust

ETFs
776K
+ 11.06%
$52.19 - $61.89 $40.5M - $48M
7.79M $482M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.42M
+ 6.33%
$57.44 - $59.4 $81.8M - $84.6M
23.9M $1.42B
FAST
Fastenal CO

Industrials
730K
+ 6.92%
$71.11 - $79.98 $51.9M - $58.4M
11.3M $874M
JMBS
Janus Detroit Str Tr Henderson

ETFs
2.19M
+ 13.81%
$43.53 - $45.42 $95.5M - $99.6M
18.1M $817M
HSY
Hershey CO

Consumer Defensive
634K
+ 24.66%
$144.74 - $186.36 $91.7M - $118M
3.2M $548M
SHEL
Shell PLC

Energy
67.6K
+ 0.66%
$62.84 - $73.29 $4.25M - $4.95M
10.3M $752M
CORT
Corcept Therapeutics Inc

Healthcare
277K
+ 21.97%
$49.85 - $114.22 $13.8M - $31.7M
1.54M $176M
LUV
Southwest Airlines CO

Industrials
3.34M
+ 50.46%
$28.18 - $34.84 $94.1M - $116M
9.96M $334M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.74M
+ 92737.61%
$58.04 - $65.84 $101M - $115M
1.75M $111M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
511K
+ 57.26%
$81.78 - $131.92 $41.8M - $67.4M
1.4M $185M
CGDV
Capital Group Divid Value ETF

ETFs
3.01M
+ 35.9%
$34.95 - $37.36 $105M - $112M
11.4M $406M
YUM
Yum Brands Inc

Consumer Cyclical
148K
+ 4.01%
$123.25 - $162.53 $18.3M - $24.1M
3.84M $605M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.06M
+ 20.33%
$100.34 - $100.68 $107M - $107M
6.29M $633M
RSP
Invesco S&P 500 Equal Weight E

ETFs
958K
+ 3.33%
$169.43 - $182.84 $162M - $175M
29.7M $5.15B
AWK
American Water Works Company, Inc.

Utilities
268K
+ 9.18%
$121.01 - $149.31 $32.4M - $40M
3.18M $470M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.01M
+ 7.13%
$48.65 - $53.06 $49.2M - $53.7M
15.2M $790M
LNG
Cheniere Energy, Inc.

Energy
101K
+ 2.06%
$209.32 - $253.66 $21.1M - $25.6M
5.01M $1.16B
KR
Kroger CO

Consumer Defensive
653K
+ 7.14%
$58.36 - $67.72 $38.1M - $44.2M
9.81M $664M
BMO
Bank Of Montreal

Financial Services
1.11M
+ 72.55%
$94.92 - $104.14 $106M - $116M
2.65M $253M
XLF
Financial Sector Spdr

ETFs
396K
+ 0.7%
$47.32 - $52.19 $18.7M - $20.7M
56.9M $2.84B
XPEV
Xpeng Inc.

Consumer Cyclical
639K
+ 6.32%
$11.55 - $26.34 $7.38M - $16.8M
10.7M $223M
ACWI
Ishares Msci Acwi ETF

ETFs
956K
+ 13.12%
$115.16 - $124.13 $110M - $119M
8.24M $959M
AEM
Agnico Eagle Mines LTD

Basic Materials
432K
+ 23.52%
$79.66 - $108.41 $34.4M - $46.8M
2.27M $246M
PVAL
Putnam ETF Tr Putnam Focused L
2.62M
+ 108.83%
$36.8 - $39.59 $96.5M - $104M
5.03M $192M
TSCO
Tractor Supply CO

Consumer Cyclical
1.27M
+ 8.91%
$51.66 - $57.94 $65.4M - $73.3M
15.5M $852M
VOD
Vodafone Group Public LTD CO

Communication Services
9.25M
+ 75.32%
$8.05 - $9.86 $74.4M - $91.2M
21.5M $202M
FCNCA
First Citizens Bancshares Inc

Financial Services
60.6K
+ 93.16%
$1728.36 - $2231.14 $105M - $135M
126K $233M
JKHY
Henry Jack & Associates Inc

Technology
332K
+ 7.09%
$166.47 - $191.28 $55.3M - $63.5M
5.02M $916M
FTS
Fortis Inc.

Utilities
1.91M
+ 99.37%
$40.49 - $45.58 $77.1M - $86.8M
3.82M $174M
CHWY
Chewy, Inc.

Consumer Cyclical
3.07M
+ 57.07%
$31.83 - $39.8 $97.7M - $122M
8.45M $275M
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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