Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ARVN
Arvinas, Inc.

Healthcare
-152K
- 15.22%
$7.02 - $20.5 $1.07M - $3.12M
848K $5.95M
PIPR
Piper Sandler Companies

Financial Services
-16K
- 9.07%
$244.29 - $323.68 $3.91M - $5.19M
161K $39.8M
BWXT
Bwx Technologies, Inc.

Industrials
-15.6K
- 1.72%
$96.59 - $128.46 $1.51M - $2.01M
892K $88M
XT
Ishares Tr Exponential Technol

ETFs
-206K
- 37.15%
$57.56 - $64.0 $11.9M - $13.2M
348K $20.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-610K
- 18.08%
$25.54 - $27.64 $15.6M - $16.9M
2.76M $75.3M
ITT
Itt Inc.

Industrials
-35.1K
- 5.7%
$128.71 - $153.88 $4.51M - $5.4M
580K $74.9M
IFV
First Trust Dorsey Wright Inte

ETFs
-711K
- 46.5%
$18.61 - $20.59 $13.2M - $14.6M
818K $16.4M
WK
Workiva Inc

Technology
-51.8K
- 19.28%
$75.91 - $114.09 $3.93M - $5.9M
217K $16.4M
SOXL
Direxion Daily Semiconductor B

ETFs
-254K
- 32.57%
$15.95 - $35.15 $4.06M - $8.94M
526K $8.4M
LI
Li Auto Inc.

Consumer Cyclical
-949K
- 10.4%
$21.72 - $32.92 $20.6M - $31.3M
8.18M $206M
TNET
Trinet Group, Inc.

Industrials
-96.6K
- 21.46%
$66.51 - $95.72 $6.42M - $9.25M
353K $28M
MAC
Macerich CO

Real Estate
-309K
- 11.38%
$15.88 - $20.87 $4.91M - $6.45M
2.41M $41.3M
FHN
First Horizon Corp

Financial Services
-467K
- 9.15%
$17.7 - $22.43 $8.27M - $10.5M
4.64M $90.1M
ICFI
Icf International, Inc.

Industrials
-24.1K
- 7.82%
$77.68 - $133.28 $1.87M - $3.21M
284K $24.1M
DXC
Dxc Technology CO

Technology
-18.1K
- 0.43%
$16.43 - $22.61 $297K - $409K
4.18M $71.2M
THO
Thor Industries Inc

Consumer Cyclical
-66K
- 17.41%
$75.81 - $105.39 $5M - $6.96M
313K $23.7M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-260K
- 28.56%
$52.31 - $54.02 $13.6M - $14.1M
650K $35.1M
WHD
Cactus, Inc.

Energy
-72.4K
- 9.92%
$43.48 - $63.78 $3.15M - $4.61M
657K $30.1M
INSM
Insmed Inc

Healthcare
-292K
- 21.59%
$65.25 - $83.83 $19M - $24.5M
1.06M $80.8M
FIW
First Trust Water ETF

ETFs
-107K
- 9.31%
$99.48 - $106.74 $10.7M - $11.5M
1.05M $105M
AORT
Artivion, Inc.

Healthcare
-99.6K
- 4.22%
$23.19 - $31.7 $2.31M - $3.16M
2.26M $55.6M
DVAX
Dynavax Technologies Corp

Healthcare
-1.01M
- 28.82%
$12.39 - $14.4 $12.5M - $14.5M
2.49M $32.2M
KB
Kb Financial Group Inc.

Financial Services
-171K
- 15.26%
$53.14 - $62.87 $9.06M - $10.7M
947K $51.3M
WWD
Woodward, Inc.

Industrials
-134K
- 17.76%
$171.38 - $195.22 $23M - $26.2M
621K $113M
CMC
Commercial Metals CO

Basic Materials
-174K
- 14.42%
$43.22 - $53.05 $7.5M - $9.21M
1.03M $47.4M
IDA
Idacorp Inc

Utilities
-186K
- 13.85%
$105.58 - $119.04 $19.6M - $22.1M
1.15M $134M
CTRE
Care Trust Reit, Inc.

Real Estate
-611K
- 17.85%
$24.93 - $29.13 $15.2M - $17.8M
2.81M $80.4M
POR
Portland General Electric CO

Utilities
-315K
- 16.91%
$40.56 - $45.24 $12.8M - $14.2M
1.55M $69M
PD
Pager Duty, Inc.

Technology
-669K
- 30.87%
$15.61 - $19.68 $10.4M - $13.2M
1.5M $27.4M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-9.5K
- 3.93%
$435.02 - $515.95 $4.13M - $4.9M
232K $109M
EXPO
Exponent Inc

Industrials
-63.5K
- 7.27%
$78.9 - $93.95 $5.01M - $5.96M
810K $65.6M
BTU
Peabody Energy Corp

Energy
-19K
- 1.18%
$12.48 - $20.86 $237K - $395K
1.59M $21.6M
TOLZ
Dj Brookfield Global

ETFs
-274K
- 41.9%
$48.2 - $52.75 $13.2M - $14.5M
381K $20M
DD
Du Pont De Nemours, Inc.

Basic Materials
-15K
- 0.21%
$72.7 - $84.32 $1.09M - $1.26M
7M $523M
NRIX
Nurix Therapeutics, Inc.

Healthcare
-98.1K
- 6.27%
$11.88 - $20.15 $1.17M - $1.98M
1.47M $17.4M
ACVA
Acv Auctions Inc.

Consumer Cyclical
-299K
- 28.68%
$13.1 - $22.25 $3.92M - $6.65M
744K $10.5M
FYX
First Tr Small Cap Core Alphad

ETFs
-35.3K
- 4.39%
$89.26 - $104.61 $3.15M - $3.69M
768K $69.2M
IONS
Ionis Pharmaceuticals Inc

Healthcare
-186K
- 13.97%
$30.17 - $34.97 $5.6M - $6.5M
1.14M $34.5M
PDCO
Patterson Companies, Inc.

Healthcare
-409K
- 18.9%
$30.8 - $31.25 $12.6M - $12.8M
1.76M $54.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
-9.4K
- 0.06%
$30.73 - $32.26 $289K - $303K
16.4M $505M
ROG
Rogers Corp

Technology
-45.3K
- 17.33%
$67.53 - $102.68 $3.06M - $4.65M
216K $14.6M
CADE
Cadence Bank

Financial Services
-176K
- 10.94%
$29.1 - $35.93 $5.13M - $6.33M
1.43M $43.6M
RELY
Remitly Global, Inc.

Technology
-224K
- 5.48%
$19.49 - $27.14 $4.36M - $6.07M
3.86M $80.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-703K
- 3.01%
$44.72 - $46.25 $31.4M - $32.5M
22.6M $1.04B
BFH
Bread Financial Holdings, Inc.

Financial Services
-35.4K
- 3.95%
$46.51 - $65.07 $1.65M - $2.3M
860K $43.1M
GMED
Globus Medical Inc

Healthcare
-63.1K
- 8.45%
$69.68 - $93.32 $4.39M - $5.88M
683K $50M
USFD
Us Foods Holding Corp.

Consumer Defensive
-100K
- 3.93%
$63.38 - $72.02 $6.36M - $7.22M
2.45M $161M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-111K
- 39.69%
$78.26 - $95.21 $8.71M - $10.6M
169K $13.2M
FUL
Fuller H B CO

Basic Materials
-9.66K
- 1.0%
$52.88 - $64.28 $511K - $621K
956K $53.6M
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
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email