Morgan Stanley Reduced Holdings in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WHD
Cactus, Inc.

Energy
-64K
- 7.19%
$38.17 - $47.92 $2.44M - $3.07M
826K $32.6M
IXJ
Ishares Global Healthcare ETF

ETFs
-85.4K
- 16.31%
$82.73 - $89.14 $7.06M - $7.61M
438K $38.8M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
-35.8K
- 4.75%
$58.33 - $68.56 $2.09M - $2.45M
718K $41.9M
MSM
Msc Industrial Direct CO Inc

Industrials
-128K
- 16.26%
$84.9 - $92.9 $10.9M - $11.9M
661K $60.9M
JACK
Jack In The Box Inc

Consumer Cyclical
-418K
- 44.94%
$16.67 - $24.88 $6.96M - $10.4M
512K $10.1M
ZLAB
Zai Lab LTD

Healthcare
-169K
- 58.53%
$28.4 - $40.51 $4.81M - $6.86M
120K $4.06M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-125K
- 7.29%
$13.2 - $17.81 $1.65M - $2.22M
1.59M $21.5M
ASH
Ashland Global Holdings Inc

Basic Materials
-104K
- 23.28%
$47.62 - $56.6 $4.95M - $5.88M
342K $16.4M
ABCB
Ameris Bancorp

Financial Services
-163K
- 23.6%
$65.68 - $76.41 $10.7M - $12.5M
529K $38.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-249K
- 5.81%
$122.57 - $132.57 $30.5M - $33M
4.03M $523M
TRMD
Torm PLC

Energy
-383K
- 76.22%
$16.71 - $23.4 $6.41M - $8.97M
120K $2.47M
VRIG
Invesco Actively Managed ETF F

ETFs
-239K
- 10.49%
$25.04 - $25.16 $5.99M - $6.02M
2.04M $51.2M
FRT
Federal Realty Investment Trust

Real Estate
-119K
- 12.04%
$90.61 - $102.67 $10.8M - $12.3M
873K $88.4M
MGY
Magnolia Oil & Gas Corp

Energy
-428K
- 13.34%
$22.5 - $25.26 $9.62M - $10.8M
2.78M $66.3M
TDC
Teradata Corp

Technology
-185K
- 8.39%
$20.11 - $23.21 $3.71M - $4.29M
2.02M $43.4M
IHF
Ishares Tr

ETFs
-129K
- 15.06%
$40.81 - $49.43 $5.25M - $6.36M
726K $35.8M
KIDS
Orthopediatrics Corp

Healthcare
-113K
- 9.26%
$17.9 - $23.68 $2.03M - $2.69M
1.11M $20.6M
INT
World Fuel Services Corp

Energy
-260K
- 21.02%
N/A
978K $21.5M
PCT
Pure Cycle Technologies, Inc.

Industrials
-347K
- 16.94%
$12.21 - $16.92 $4.23M - $5.86M
1.7M $22.4M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-71.5K
- 21.65%
$167.19 - $219.52 $12M - $15.7M
259K $56.8M
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
-1.05M
- 26.18%
$7.86 - $9.72 $8.23M - $10.2M
2.95M $25.3M
PCAR
Paccar Inc

Industrials
-314K
- 4.05%
$92.91 - $102.86 $29.2M - $32.3M
7.45M $733M
SFBS
Servis First Bancshares, Inc.

Financial Services
-93.4K
- 14.53%
$76.69 - $89.24 $7.16M - $8.34M
549K $44.2M
KRG
Kite Realty Group Trust

Real Estate
-223K
- 13.06%
$20.94 - $23.26 $4.66M - $5.18M
1.48M $33.1M
TGNA
Tegna Inc

Communication Services
-812K
- 26.48%
$15.04 - $21.28 $12.2M - $17.3M
2.25M $45.8M
SM
Sm Energy CO

Energy
-238K
- 15.41%
$24.97 - $28.98 $5.95M - $6.9M
1.31M $32.6M
WPP
Wpp PLC

Communication Services
-29K
- 5.99%
$23.63 - $36.37 $685K - $1.05M
455K $11.4M
SUPV
Grupo Supervielle S.A.

Financial Services
-47.7K
- 4.86%
$5.02 - $11.89 $239K - $567K
934K $4.86M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-805K
- 7.56%
$5.21 - $5.57 $4.19M - $4.48M
9.84M $51.8M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-108K
- 9.94%
$63.98 - $69.04 $6.94M - $7.48M
982K $65.4M
CSGS
Csg Systems International Inc

Technology
-79.5K
- 19.93%
$60.77 - $67.01 $4.83M - $5.33M
319K $20.6M
CNMD
Conmed Corp

Healthcare
-76.8K
- 20.78%
$45.67 - $55.81 $3.51M - $4.29M
293K $13.8M
KROS
Keros Therapeutics, Inc.

Healthcare
-484K
- 55.04%
$13.34 - $16.05 $6.45M - $7.76M
395K $6.25M
RXST
Rx Sight, Inc.

Healthcare
-157K
- 15.68%
$6.65 - $13.14 $1.04M - $2.06M
845K $7.59M
AX
Axos Financial, Inc.

Financial Services
-125K
- 20.86%
$78.32 - $92.31 $9.8M - $11.6M
475K $40.2M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-34.8K
- 2.75%
$44.3 - $49.24 $1.54M - $1.71M
1.23M $55.2M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-93.2K
- 48.74%
$64.0 - $71.44 $5.96M - $6.66M
98K $6.85M
TGTX
Tg Therapeutics, Inc.

Healthcare
-155K
- 11.04%
$26.39 - $39.19 $4.09M - $6.07M
1.25M $45.1M
CLDX
Celldex Therapeutics, Inc.

Healthcare
-350K
- 52.85%
$20.01 - $26.19 $7M - $9.16M
312K $8.07M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-9.55K
- 2.83%
$81.24 - $97.99 $775K - $935K
328K $27.2M
STRA
Strategic Education, Inc.

Consumer Defensive
-66.2K
- 19.12%
$73.87 - $86.09 $4.89M - $5.7M
280K $24.1M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-230K
- 22.47%
$23.14 - $23.23 $5.32M - $5.34M
793K $18.4M
SXT
Sensient Technologies Corp

Basic Materials
-34.2K
- 7.47%
$93.0 - $120.77 $3.18M - $4.13M
424K $39.8M
EWZS
Ishares Msci Brazil Small Cap

ETFs
-415K
- 62.68%
$11.81 - $14.27 $4.91M - $5.93M
247K $3.44M
FTSL
First Trust Senior Ln Fund

ETFs
-112K
- 2.39%
$45.81 - $46.18 $5.11M - $5.15M
4.56M $209M
RDN
Radian Group Inc

Financial Services
-158K
- 8.78%
$32.61 - $37.23 $5.14M - $5.86M
1.64M $59.3M
WTFC
Wintrust Financial Corp

Financial Services
-76.1K
- 13.57%
$122.55 - $139.81 $9.33M - $10.6M
485K $64.2M
NI
Nisource Inc.

Utilities
-454K
- 9.38%
$39.0 - $43.33 $17.7M - $19.7M
4.38M $190M
AGO
Assured Guaranty LTD

Financial Services
-42.7K
- 6.15%
$80.41 - $86.64 $3.44M - $3.7M
652K $55.2M
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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