Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROL
Rollins Inc

Consumer Cyclical
214K
+ 5.81%
$45.65 - $54.03 $9.79M - $11.6M
3.91M $211M
AMCR
Amcor PLC

Consumer Cyclical
3.6M
+ 23.37%
$9.33 - $10.39 $33.6M - $37.4M
19M $184M
MCO
Moodys Corp

Financial Services
122K
+ 5.38%
$437.8 - $527.48 $53.3M - $64.2M
2.38M $1.11B
TECK
Teck Resources LTD

Basic Materials
1.37M
+ 52.49%
$36.43 - $43.86 $49.8M - $60M
3.97M $145M
EVH
Evolent Health, Inc.

Healthcare
4.21M
+ 738.18%
$8.55 - $12.6 $36M - $53.1M
4.78M $45.3M
PPL
Ppl Corp

Utilities
378K
+ 5.48%
$31.68 - $36.11 $12M - $13.6M
7.27M $262M
CHK
Chesapeake Energy Corp

Energy
451K
+ 27.5%
N/A
2.09M $179M
FLIN
Franklin Templeton ETF Tr

ETFs
1.05M
+ 567.29%
$34.0 - $38.4 $35.8M - $40.4M
1.24M $45.6M
DRI
Darden Restaurants Inc

Consumer Cyclical
7.12K
+ 0.4%
$180.02 - $208.56 $1.28M - $1.48M
1.77M $367M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
485K
+ 13.73%
$51.39 - $57.43 $24.9M - $27.9M
4.02M $223M
KMPR
Kemper Corp

Financial Services
569K
+ 205.65%
$62.81 - $69.5 $35.7M - $39.5M
846K $56.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
113K
+ 1.15%
$58.01 - $64.46 $6.54M - $7.26M
9.9M $615M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
98.8K
+ 3.6%
$46.15 - $63.53 $4.56M - $6.28M
2.84M $175M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
613K
+ 8.32%
$39.65 - $43.35 $24.3M - $26.6M
7.99M $336M
HDV
Ishares Core High Dividend ETF

ETFs
79K
+ 2.5%
$110.86 - $121.12 $8.76M - $9.57M
3.23M $391M
CHKP
Check Point Software Technologies LTD

Technology
33.9K
+ 4.7%
$179.88 - $231.31 $6.1M - $7.85M
755K $172M
INOD
Innodata Inc

Technology
1.07M
+ 470.09%
$33.19 - $64.17 $35.4M - $68.4M
1.29M $46.4M
STNE
Stone Co Ltd.

Technology
2.88M
+ 100.87%
$7.85 - $11.45 $22.6M - $33M
5.74M $60.2M
FNV
Franco Nevada Corp

Basic Materials
29.1K
+ 3.56%
$120.72 - $157.56 $3.51M - $4.59M
846K $133M
MGA
Magna International Inc

Consumer Cyclical
1.48M
+ 88.28%
$33.99 - $41.85 $50.2M - $61.8M
3.15M $107M
MLPA
Global X Mlp ETF

ETFs
414K
+ 11.04%
$49.83 - $54.53 $20.6M - $22.6M
4.16M $222M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
624K
+ 17.71%
$48.43 - $49.9 $30.2M - $31.1M
4.15M $207M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.16M
+ 22.56%
$29.82 - $30.1 $34.7M - $35M
6.32M $190M
PDI
Pimco Dynamic Income Fund

Financial Services
900K
+ 7.38%
$18.51 - $20.05 $16.7M - $18M
13.1M $259M
FXU
First Tr Exchange Traded Fd Ut

ETFs
775K
+ 63.99%
$37.42 - $41.14 $29M - $31.9M
1.99M $81.5M
FOXA
Fox Corp

Communication Services
101K
+ 2.74%
$47.9 - $58.0 $4.85M - $5.88M
3.8M $215M
IDV
Ishares Tr

ETFs
366K
+ 5.55%
$27.0 - $31.7 $9.88M - $11.6M
6.96M $216M
AUB
Atlantic Union Bankshares Corp

Financial Services
1.66M
+ 68.11%
$30.68 - $39.07 $50.9M - $64.8M
4.09M $128M
CTRA
Coterra Energy Inc.

Energy
54.5K
+ 0.54%
$25.51 - $29.83 $1.39M - $1.63M
10.1M $291M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
261K
+ 1.78%
$76.94 - $78.28 $20M - $20.4M
14.9M $1.17B
ADC
Agree Realty Corp

Real Estate
331K
+ 23.66%
$68.36 - $77.19 $22.6M - $25.5M
1.73M $133M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
302K
+ 10.48%
$47.66 - $57.45 $14.4M - $17.3M
3.18M $173M
MRNA
Moderna, Inc.

Healthcare
3.19M
+ 75.12%
$28.35 - $47.53 $90.5M - $152M
7.44M $211M
VRNA
Verona Pharma PLC

Healthcare
140K
+ 9.46%
$44.81 - $69.63 $6.29M - $9.77M
1.62M $103M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
647K
+ 13.48%
$50.87 - $51.09 $32.9M - $33.1M
5.45M $278M
VGSH
Vanguard

ETFs
384K
+ 1.76%
$58.07 - $58.69 $22.3M - $22.5M
22.3M $1.31B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
484K
+ 7.37%
$41.61 - $44.72 $20.1M - $21.6M
7.05M $305M
VONV
Vanguard Russell 1000 Value Et

ETFs
318K
+ 5.8%
$80.21 - $86.14 $25.5M - $27.4M
5.8M $479M
UITB
Usaa ETF Tr Core Intermediate

ETFs
658K
+ 28.44%
$45.41 - $47.18 $29.9M - $31M
2.97M $139M
ADT
Adt Inc.

Industrials
3.79M
+ 216.83%
$6.87 - $8.23 $26.1M - $31.2M
5.54M $45.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
151K
+ 1.55%
$126.11 - $135.06 $19M - $20.4M
9.9M $1.28B
BAX
Baxter International Inc

Healthcare
114K
+ 2.02%
$29.26 - $36.57 $3.34M - $4.18M
5.76M $197M
EUFN
Ishares Msci Europe Financials

ETFs
445K
+ 11.76%
$23.03 - $29.47 $10.2M - $13.1M
4.23M $120M
NLOK
Norton Life Lock Inc.

Technology
1.48M
+ 28.93%
N/A
6.6M $142M
GIL
Gildan Activewear Inc.

Consumer Cyclical
800K
+ 63.86%
$44.19 - $55.09 $35.3M - $44.1M
2.05M $90.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
348K
+ 191.51%
$91.76 - $103.26 $31.9M - $35.9M
530K $49M
CSX
Csx Corp

Industrials
3.74M
+ 13.55%
$29.11 - $33.67 $109M - $126M
31.4M $923M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
1.18M
+ 31.32%
$27.88 - $30.57 $32.8M - $36M
4.94M $141M
FFIV
F5, Inc.

Technology
80.5K
+ 12.01%
$251.75 - $310.6 $20.3M - $25M
751K $200M
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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