Morgan Stanley Incresed Positions in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EXFY
Expensify, Inc.

Technology
10.8K
+ 1.17%
$2.19 - $3.06 $23.7K - $33.1K
940K $2.44M
IVT
Inven Trust Properties Corp.

Real Estate
3.95K
+ 1.56%
$25.97 - $29.73 $103K - $117K
258K $7.07M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
39.4K
+ 4.2%
$11.76 - $13.64 $464K - $538K
979K $12.4M
MTRN
Materion Corp

Basic Materials
928
+ 0.43%
$72.15 - $84.25 $67K - $78.2K
214K $17M
JRS
Nuveen Real Estate Income Fund

Financial Services
42.6K
+ 2.65%
$6.92 - $8.3 $295K - $354K
1.65M $12.8M
CTA
Simplify Exch Traded Fds Simpl

ETFs
13K
+ 4.91%
$26.61 - $29.9 $346K - $389K
278K $7.42M
OB
Outbrain Inc.

Communication Services
47.7K
+ 11.11%
$2.37 - $3.9 $113K - $186K
477K $1.18M
MDIV
First Trust Multi Asset Divers

ETFs
2.79K
+ 0.32%
$14.96 - $16.41 $41.8K - $45.8K
863K $13.6M
INMB
Inmune Bio, Inc.

Healthcare
18.3K
+ 21.64%
$2.31 - $8.26 $42.2K - $151K
103K $237K
WDH
Waterdrop Inc.

Financial Services
17K
+ 0.5%
$1.19 - $1.54 $20.2K - $26.1K
3.39M $4.57M
ACCO
Acco Brands Corp

Industrials
31.7K
+ 3.29%
$3.37 - $4.28 $107K - $136K
994K $3.56M
IOSP
Innospec Inc.

Basic Materials
24.6K
+ 10.3%
$82.54 - $95.65 $2.03M - $2.36M
264K $22.2M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
21.6K
+ 5.01%
$61.03 - $67.59 $1.32M - $1.46M
452K $28.9M
ZIMV
Zim Vie Inc.

Healthcare
72.1K
+ 8.86%
$8.28 - $10.56 $597K - $762K
887K $8.29M
MYO
Myomo, Inc.

Healthcare
135K
+ 43.55%
$2.16 - $4.9 $292K - $662K
445K $962K
VRE
Veris Residential, Inc.

Real Estate
73.2K
+ 9.14%
$14.58 - $17.11 $1.07M - $1.25M
873K $13M
SM
Sm Energy CO

Energy
252K
+ 19.53%
$20.39 - $30.52 $5.15M - $7.7M
1.55M $38.2M
DLY
Double Line Yield Opportunities Fund

N/A
32.5K
+ 1.58%
$14.45 - $16.11 $469K - $523K
2.09M $32.6M
VIAV
Viavi Solutions Inc.

Technology
242K
+ 9.07%
$8.99 - $11.41 $2.18M - $2.77M
2.92M $29.4M
CABO
Cable One, Inc.

Communication Services
56.9K
+ 89.09%
$126.05 - $276.15 $7.17M - $15.7M
121K $16.4M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
56.8K
+ 2.26%
$12.71 - $14.52 $721K - $824K
2.57M $35.7M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
29.8K
+ 2.41%
$41.09 - $50.61 $1.22M - $1.51M
1.26M $60.6M
SEAT
Vivid Seats Inc.

Communication Services
303K
+ 34.02%
$1.48 - $3.06 $448K - $926K
1.19M $2.01M
KIM
Kimco Realty Corp

Real Estate
41.4K
+ 0.61%
$18.7 - $21.69 $774K - $898K
6.86M $144M
MWA
Mueller Water Products, Inc.

Industrials
71.2K
+ 4.14%
$22.82 - $27.21 $1.63M - $1.94M
1.79M $43.1M
LQDT
Liquidity Services Inc

Consumer Cyclical
77.9K
+ 22.84%
$22.96 - $32.07 $1.79M - $2.5M
419K $9.89M
MRTN
Marten Transport LTD

Industrials
3.53K
+ 0.34%
$12.69 - $13.95 $44.8K - $49.3K
1.03M $13.4M
MERC
Mercer International Inc.

Basic Materials
20.2K
+ 6.86%
$3.37 - $5.96 $68.2K - $121K
315K $1.1M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
3.23K
+ 0.44%
$19.12 - $22.36 $61.8K - $72.2K
742K $15.9M
AGNC
Agnc Investment Corp.

Real Estate
222K
+ 3.09%
$8.12 - $9.49 $1.8M - $2.11M
7.4M $68M
GLOB
Globant S.A.

Technology
140K
+ 27.88%
$87.63 - $140.36 $12.3M - $19.7M
644K $58.5M
BORR
Borr Drilling LTD

Energy
822K
+ 12.76%
$1.61 - $2.29 $1.32M - $1.88M
7.27M $13.3M
APLE
Apple Hospitality Reit, Inc.

Real Estate
181K
+ 7.57%
$10.66 - $12.92 $1.93M - $2.34M
2.58M $30.1M
OFIX
Orthofix Medical Inc.

Healthcare
25.4K
+ 11.28%
$10.35 - $16.3 $263K - $413K
250K $2.79M
THW
Tekla World Healthcare Fund

Financial Services
26.5K
+ 2.92%
$10.05 - $11.31 $267K - $300K
936K $9.6M
CRI
Carters Inc

Consumer Cyclical
344K
+ 32.94%
$29.83 - $42.12 $10.3M - $14.5M
1.39M $41.9M
OII
Oceaneering International Inc

Energy
10.4K
+ 1.0%
$15.95 - $22.55 $166K - $234K
1.05M $21.8M
VIR
Vir Biotechnology, Inc.

Healthcare
209K
+ 14.7%
$4.5 - $6.48 $942K - $1.36M
1.63M $8.23M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
363K
+ 16.17%
$9.31 - $12.72 $3.38M - $4.62M
2.61M $25.1M
XNCR
Xencor Inc

Healthcare
171K
+ 19.97%
$7.52 - $11.26 $1.28M - $1.92M
1.03M $8.06M
MAC
Macerich CO

Real Estate
83K
+ 3.45%
$13.24 - $17.71 $1.1M - $1.47M
2.49M $40.3M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
108K
+ 2.2%
$15.44 - $16.72 $1.66M - $1.8M
4.99M $80.4M
MGEE
Mge Energy Inc

Utilities
4.84K
+ 1.46%
$86.85 - $93.48 $421K - $453K
336K $29.7M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
116K
+ 1.1%
$5.61 - $6.49 $651K - $753K
10.6M $64.3M
SFNC
Simmons First National Corp

Financial Services
56K
+ 4.06%
$17.39 - $20.55 $974K - $1.15M
1.43M $27.2M
CRGY
Crescent Energy CO

Energy
394K
+ 23.12%
$7.29 - $11.18 $2.87M - $4.41M
2.1M $18.1M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
55K
+ 4.33%
$13.77 - $16.67 $757K - $917K
1.33M $19.9M
HBI
Hanesbrands Inc.

Consumer Cyclical
1.09M
+ 21.02%
$4.32 - $5.95 $4.71M - $6.48M
6.27M $28.7M
THS
Tree House Foods, Inc.

Consumer Defensive
131K
+ 26.97%
$19.42 - $26.99 $2.54M - $3.53M
615K $12M
Activity Summary
Buys All Purchases 4385 New Holdings 431 Increased Positions 3954 Sells All Sells 2976 Reductions 2976 Sold out 0 Options Calls 0 Puts 0
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