Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
228K
+ 2.93%
$100.32 - $100.76 $22.8M - $22.9M
7.98M $803M
DOX
Amdocs LTD

Technology
156K
+ 9.17%
$82.21 - $92.02 $12.8M - $14.3M
1.85M $170M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.1M
+ 10.23%
$55.11 - $65.5 $60.8M - $72.3M
11.9M $676M
VRIG
Invesco Actively Managed ETF F

ETFs
993K
+ 49.17%
$25.06 - $25.19 $24.9M - $25M
3.01M $75.5M
FSV
First Service Corp

Real Estate
213K
+ 30.45%
$159.66 - $185.88 $34M - $39.6M
912K $151M
CRSP
Crispr Therapeutics Ag

Healthcare
805K
+ 162.62%
$34.03 - $53.02 $27.4M - $42.7M
1.3M $44.2M
PAYC
Paycom Software, Inc.

Technology
67.2K
+ 9.12%
$199.42 - $225.82 $13.4M - $15.2M
804K $176M
MFG
Mizuho Financial Group Inc

Financial Services
1.9M
+ 8.33%
$4.83 - $6.04 $9.17M - $11.5M
24.7M $136M
WMS
Advanced Drainage Systems, Inc.

Industrials
306K
+ 24.65%
$105.29 - $126.99 $32.2M - $38.8M
1.55M $168M
EQR
Equity Residential

Real Estate
352K
+ 9.94%
$66.98 - $75.02 $23.6M - $26.4M
3.89M $278M
NGD
New Gold Inc.

Basic Materials
2.73M
+ 23.49%
$2.54 - $3.71 $6.94M - $10.1M
14.4M $53.3M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
478K
+ 13.82%
$50.03 - $50.27 $23.9M - $24M
3.94M $197M
PARA
Paramount Global

Communication Services
834K
+ 9.05%
$10.16 - $12.14 $8.47M - $10.1M
10M $120M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
249K
+ 14.63%
$96.18 - $109.82 $24M - $27.4M
1.95M $200M
WY
Weyerhaeuser CO

Real Estate
506K
+ 6.31%
$27.29 - $31.39 $13.8M - $15.9M
8.53M $250M
SGOL
Abrdn Gold ETF Trust

ETFs
473K
+ 23.65%
$25.14 - $29.82 $11.9M - $14.1M
2.47M $73.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.66M
+ 3.27%
$17.53 - $17.87 $29M - $29.6M
52.3M $920M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
597K
+ 74.87%
$36.46 - $39.9 $21.8M - $23.8M
1.39M $53.3M
UPS
United Parcel Service Inc

Industrials
1.32M
+ 17.46%
$109.66 - $136.26 $144M - $179M
8.85M $974M
PNW
Pinnacle West Capital Corp

Utilities
49.2K
+ 2.8%
$81.76 - $95.25 $4.02M - $4.69M
1.81M $172M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
973K
+ 80.36%
$22.46 - $23.26 $21.9M - $22.6M
2.18M $50.6M
CFLT
Confluent, Inc.

Technology
1.28M
+ 84.02%
$23.44 - $37.65 $29.9M - $48.1M
2.8M $65.5M
UPWK
Upwork, Inc

Industrials
2.03M
+ 190.73%
$12.34 - $17.44 $25M - $35.4M
3.09M $40.3M
CPNG
Coupang, Inc.

Consumer Cyclical
1.19M
+ 1.71%
$21.34 - $25.52 $25.4M - $30.3M
70.8M $1.55B
AES
Aes Corp

Utilities
2.63M
+ 11.64%
$9.93 - $13.23 $26.1M - $34.8M
25.2M $313M
ESE
Esco Technologies Inc

Technology
23.2K
+ 3.32%
$128.92 - $169.65 $2.99M - $3.94M
721K $115M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
339K
+ 47.25%
$91.44 - $106.54 $31M - $36.1M
1.06M $96.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
38.8K
+ 0.63%
$78.97 - $85.82 $3.07M - $3.33M
6.23M $517M
MSM
Msc Industrial Direct CO Inc

Industrials
252K
+ 39.5%
$74.45 - $83.08 $18.7M - $20.9M
889K $69M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.1M
+ 21.6%
$18.18 - $18.58 $19.9M - $20.4M
6.17M $114M
IDXX
Idexx Laboratories Inc

Healthcare
25.3K
+ 1.55%
$406.29 - $469.04 $10.3M - $11.9M
1.66M $696M
HSIC
Henry Schein Inc

Healthcare
318K
+ 32.23%
$68.49 - $81.91 $21.8M - $26.1M
1.31M $89.5M
LEGN
Legend Biotech Corp

Healthcare
599K
+ 112.42%
$31.43 - $39.7 $18.8M - $23.8M
1.13M $38.4M
RECS
Columbia ETF Tr I

ETFs
705K
+ 41.65%
$32.64 - $36.08 $23M - $25.4M
2.4M $79.6M
BXSL
Blackstone Secured Lending Fund

Financial Services
639K
+ 9.71%
$31.3 - $34.5 $20M - $22.1M
7.22M $234M
SSRM
Ssr Mining Inc.

Basic Materials
628K
+ 13.14%
$7.06 - $11.21 $4.44M - $7.04M
5.41M $54.3M
NOVT
Novanta Inc

Technology
133K
+ 39.64%
N/A
468K $73.9M
VPU
Vanguard Utilities ETF

ETFs
73.1K
+ 6.55%
$161.24 - $173.33 $11.8M - $12.7M
1.19M $203M
FN
Fabrinet

Technology
146K
+ 39.85%
$183.66 - $267.24 $26.8M - $39M
513K $101M
HYLS
First Tr Tactical High Yield L

ETFs
535K
+ 10.5%
$40.95 - $41.77 $21.9M - $22.3M
5.63M $231M
WMG
Warner Music Group Corp.

Communication Services
627K
+ 43.35%
$29.3 - $36.3 $18.4M - $22.8M
2.07M $65M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.08M
+ 6.81%
$18.54 - $18.88 $20M - $20.3M
16.9M $316M
CDE
Coeur Mining, Inc.

Basic Materials
3.29M
+ 110.76%
$5.02 - $7.29 $16.5M - $24M
6.27M $37.1M
SOUN
Soundhound Ai, Inc.

Technology
6.82M
+ 225.38%
$8.12 - $20.62 $55.4M - $141M
9.85M $80M
CAR
Avis Budget Group, Inc.

Industrials
280K
+ 92.0%
$55.49 - $96.5 $15.5M - $27M
584K $44.3M
MCHI
Ishares Msci China ETF

ETFs
24.6K
+ 1.01%
$43.71 - $58.65 $1.08M - $1.44M
2.47M $134M
DGX
Quest Diagnostics Inc

Healthcare
144K
+ 8.77%
N/A
1.79M $245M
FTV
Fortive Corp

Technology
346K
+ 11.17%
$71.82 - $82.98 $24.9M - $28.7M
3.44M $252M
TU
Telus Corp

Communication Services
1.2M
+ 38.4%
$13.63 - $16.07 $16.4M - $19.3M
4.33M $62.1M
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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