Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AES
Aes Corp

Utilities
1.71M
+ 6.38%
$10.77 - $13.94 $18.5M - $23.9M
28.6M $376M
DUK
Duke Energy Corp

Utilities
185K
+ 1.51%
$116.31 - $125.93 $21.5M - $23.3M
12.5M $1.54B
FE
Firstenergy Corp

Utilities
795K
+ 7.81%
$39.76 - $45.82 $31.6M - $36.4M
11M $503M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
405K
+ 19.02%
$67.16 - $93.48 $27.2M - $37.8M
2.53M $236M
BXP
Boston Properties Inc

Real Estate
985K
+ 34.91%
$62.11 - $78.93 $61.2M - $77.7M
3.81M $283M
QBTS
D Wave Quantum Inc.

Technology
1.95M
+ 44.56%
$14.81 - $27.72 $28.9M - $54.2M
6.34M $157M
ECL
Ecolab Inc.

Basic Materials
220K
+ 3.05%
$259.39 - $285.47 $57.2M - $62.9M
7.44M $2.04B
MTB
M&T Bank Corp

Financial Services
359K
+ 6.13%
$183.74 - $204.05 $66M - $73.3M
6.22M $1.23B
PHM
Pultegroup Inc

Consumer Cyclical
134K
+ 4.88%
$108.0 - $141.42 $14.5M - $19M
2.89M $382M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
845K
+ 44.29%
$71.86 - $87.45 $60.7M - $73.9M
2.75M $229M
ONON
On Holding Ag

Consumer Cyclical
4.92M
+ 40.28%
$42.35 - $54.36 $208M - $267M
17.1M $725M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1.06M
+ 90.68%
$71.0 - $90.32 $75M - $95.4M
2.22M $171M
MTD
Mettler Toledo International Inc

Healthcare
56.5K
+ 14.91%
$1166.48 - $1324.06 $65.9M - $74.8M
436K $535M
NIO
Nio Inc.

Consumer Cyclical
6.07M
+ 60.15%
$3.41 - $7.62 $20.7M - $46.3M
16.2M $123M
SJM
J M Smucker CO

Consumer Defensive
667K
+ 45.58%
$102.24 - $113.2 $68.2M - $75.5M
2.13M $231M
VMC
Vulcan Materials CO

Basic Materials
48.6K
+ 3.13%
$260.62 - $307.62 $12.7M - $14.9M
1.6M $492M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1M
+ 2.67%
$78.11 - $79.07 $78.3M - $79.3M
38.6M $3.05B
JLL
Jones Lang Lasalle Inc

Real Estate
32.2K
+ 1.78%
$248.95 - $319.66 $8.02M - $10.3M
1.84M $550M
FITB
Fifth Third Bancorp

Financial Services
1.17M
+ 11.67%
$40.91 - $46.28 $47.7M - $54M
11.2M $497M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
67.6K
+ 0.68%
$132.9 - $142.03 $8.99M - $9.6M
10M $1.42B
OPEN
Opendoor Technologies Inc.

Real Estate
6.33M
+ 134.55%
$0.56 - $10.52 $3.55M - $66.6M
11M $88M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
485K
+ 4.27%
$68.24 - $73.73 $33.1M - $35.8M
11.8M $870M
WMS
Advanced Drainage Systems, Inc.

Industrials
327K
+ 19.51%
$110.89 - $148.5 $36.2M - $48.5M
2M $278M
WMB
Williams Companies, Inc.

Energy
1.09M
+ 3.74%
$56.52 - $64.01 $61.6M - $69.8M
30.3M $1.92B
ARGX
Argenx Se

Healthcare
5.82K
+ 1.35%
$538.64 - $768.0 $3.13M - $4.47M
435K $321M
PKI
Perkinelmer Inc

Healthcare
692K
+ 46.08%
N/A
2.19M $266M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
103K
+ 5.5%
$96.73 - $137.09 $10M - $14.2M
1.98M $263M
SPYG
Spdr Portfolio

ETFs
64.7K
+ 0.79%
$94.33 - $105.31 $6.1M - $6.81M
8.28M $865M
WDAY
Workday, Inc.

Technology
333K
+ 11.63%
$213.69 - $247.69 $71.1M - $82.4M
3.19M $768M
TSCO
Tractor Supply CO

Consumer Cyclical
825K
+ 9.94%
$54.08 - $62.65 $44.6M - $51.7M
9.13M $519M
ADM
Archer Daniels Midland CO

Consumer Defensive
533K
+ 7.56%
$53.54 - $64.21 $28.5M - $34.2M
7.58M $453M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
3.18M
+ 2317.07%
$18.9 - $25.14 $60.1M - $80M
3.32M $83.2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
36K
+ 2.23%
$171.01 - $228.24 $6.15M - $8.21M
1.65M $352M
HWM
Howmet Aerospace Inc.

Industrials
128K
+ 2.38%
$171.0 - $196.23 $21.8M - $25.1M
5.49M $1.08B
NTRS
Northern Trust Corp

Financial Services
436K
+ 17.25%
$123.6 - $134.6 $53.9M - $58.7M
2.96M $399M
HSBC
Hsbc Holdings PLC

Financial Services
201K
+ 3.19%
$60.27 - $70.98 $12.1M - $14.3M
6.49M $461M
ZM
Zoom Video Communications, Inc.

Technology
860K
+ 53.14%
$69.77 - $86.83 $60M - $74.7M
2.48M $205M
RKT
Rocket Companies, Inc.

Financial Services
3.75M
+ 353.05%
$13.31 - $21.16 $49.9M - $79.4M
4.81M $93.3M
WPM
Wheaton Precious Metals Corp.

Basic Materials
210K
+ 8.52%
$86.72 - $111.84 $18.3M - $23.5M
2.68M $300M
HPE
Hewlett Packard Enterprise CO

Technology
189K
+ 1.07%
$19.81 - $25.24 $3.74M - $4.76M
17.8M $437M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.14M
+ 2.49%
$55.61 - $57.37 $63.4M - $65.4M
47M $2.68B
NVS
Novartis Ag

Healthcare
169K
+ 2.24%
$113.5 - $129.73 $19.2M - $22M
7.73M $991M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.3M
+ 14.66%
$39.8 - $42.86 $51.9M - $55.9M
10.2M $436M
U
Unity Software Inc.

Technology
576K
+ 17.24%
$24.01 - $46.53 $13.8M - $26.8M
3.92M $157M
KEYS
Keysight Technologies, Inc.

Technology
326K
+ 19.39%
$158.51 - $178.15 $51.7M - $58.1M
2.01M $351M
ROK
Rockwell Automation, Inc

Industrials
88.5K
+ 3.46%
$328.67 - $358.52 $29.1M - $31.7M
2.65M $925M
PTC
Ptc Inc.

Technology
237K
+ 27.35%
$173.07 - $216.53 $41.1M - $51.4M
1.11M $224M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
1.6M
+ 71.26%
$23.52 - $33.89 $37.6M - $54.2M
3.84M $129M
IDEV
Ishares Core Msci Intl Develop

ETFs
378K
+ 3.53%
$74.68 - $80.26 $28.3M - $30.4M
11.1M $891M
Activity Summary
Buys All Purchases 4000 New Holdings 483 Increased Positions 3517 Sells All Sells 3402 Reductions 3402 Sold out 0 Options Calls 0 Puts 0
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