Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
-63.1K
- 5.07%
$90.7 - $101.57 $5.72M - $6.41M
1.18M $109M
AEIS
Advanced Energy Industries Inc

Industrials
-32.3K
- 7.85%
$94.8 - $131.54 $3.06M - $4.24M
379K $36.1M
HAE
Haemonetics Corp

Healthcare
-66K
- 13.26%
$59.34 - $80.05 $3.92M - $5.28M
432K $27.4M
TYL
Tyler Technologies Inc

Technology
-29.6K
- 2.42%
$553.41 - $646.74 $16.4M - $19.2M
1.19M $694M
YPF
Ypf Sociedad Anonima

Energy
-23.1K
- 1.63%
$31.56 - $46.03 $729K - $1.06M
1.4M $48.9M
OMCL
Omnicell, Inc

Healthcare
-82.7K
- 9.46%
$32.31 - $45.32 $2.67M - $3.75M
791K $27.6M
ROKU
Roku, Inc

Communication Services
-96.6K
- 8.58%
$67.36 - $99.07 $6.5M - $9.57M
1.03M $72.5M
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
-298K
- 7.06%
$7.95 - $11.79 $2.37M - $3.51M
3.92M $31.2M
SITM
Sitime Corp

Technology
-4.56K
- 2.7%
$150.28 - $257.0 $686K - $1.17M
165K $25.2M
LMB
Limbach Holdings, Inc.

Industrials
-113K
- 49.5%
$68.92 - $104.65 $7.77M - $11.8M
115K $8.56M
ASB
Associated Banc Corp

Financial Services
-394K
- 25.4%
$21.06 - $25.63 $8.3M - $10.1M
1.16M $26.1M
HI
Hillenbrand, Inc.

Industrials
-176K
- 17.52%
$24.14 - $35.33 $4.25M - $6.23M
830K $20M
ICF
Ishares Tr

ETFs
-210K
- 13.15%
$57.98 - $63.8 $12.2M - $13.4M
1.39M $85.5M
LPX
Louisiana Pacific Corp

Industrials
-55.4K
- 11.13%
$89.37 - $118.15 $4.95M - $6.55M
442K $40.7M
REZI
Resideo Technologies, Inc.

Industrials
-142K
- 9.2%
$16.92 - $23.77 $2.4M - $3.37M
1.4M $24.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-403K
- 7.33%
$32.5 - $33.3 $13.1M - $13.4M
5.1M $170M
MSA
Msa Safety Inc

Industrials
-27.4K
- 7.8%
$146.69 - $166.47 $4.02M - $4.56M
324K $47.5M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-129K
- 11.39%
$65.4 - $79.39 $8.45M - $10.3M
1.01M $74.9M
XRX
Xerox Holdings Corp

Technology
-460K
- 19.95%
$4.83 - $9.84 $2.22M - $4.53M
1.85M $8.92M
VDC
Vanguard Consumer Staples ETF

ETFs
-68.7K
- 11.12%
$206.54 - $226.16 $14.2M - $15.5M
549K $120M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-5.82K
- 2.99%
$200.77 - $270.08 $1.17M - $1.57M
189K $37.9M
PAY
Paymentus Holdings, Inc.

Technology
-273K
- 55.26%
$24.68 - $35.0 $6.74M - $9.56M
221K $5.77M
ESTA
Establishment Labs Holdings Inc.

Healthcare
-148K
- 18.02%
$28.51 - $47.28 $4.22M - $6.99M
673K $27.5M
XP
Xp Inc.

Financial Services
-1.58M
- 26.36%
$11.05 - $15.69 $17.5M - $24.8M
4.42M $60.7M
SKYW
Skywest Inc

Industrials
-18.1K
- 2.63%
$81.46 - $120.92 $1.47M - $2.19M
668K $58.4M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-107K
- 96.21%
$88.44 - $101.55 $9.46M - $10.9M
4.21K $379K
GBCI
Glacier Bancorp, Inc.

Financial Services
-114K
- 12.86%
$43.81 - $52.23 $4.97M - $5.93M
769K $34M
THC
Tenet Healthcare Corp

Healthcare
-122K
- 16.53%
$119.51 - $144.98 $14.6M - $17.7M
617K $82.9M
HESM
Hess Midstream LP

Energy
-461K
- 26.28%
$37.59 - $43.88 $17.3M - $20.2M
1.29M $54.7M
SYY
Sysco Corp

Consumer Defensive
-29K
- 0.51%
$70.0 - $77.13 $2.03M - $2.23M
5.67M $425M
BOX
Box Inc

Technology
-272K
- 10.76%
$30.22 - $35.39 $8.21M - $9.62M
2.25M $69.5M
CVBF
Cvb Financial Corp

Financial Services
-182K
- 7.85%
$18.42 - $21.2 $3.35M - $3.86M
2.14M $39.4M
AX
Axos Financial, Inc.

Financial Services
-98.7K
- 14.01%
$61.63 - $73.1 $6.08M - $7.21M
606K $39.1M
WD
Walker & Dunlop, Inc.

Financial Services
-50.8K
- 10.4%
$82.09 - $96.76 $4.17M - $4.91M
438K $37.4M
SLVM
Sylvamo Corp

Basic Materials
-33.6K
- 5.12%
$63.64 - $81.86 $2.14M - $2.75M
624K $41.9M
HUBG
Hub Group, Inc.

Industrials
-75.5K
- 7.68%
$36.53 - $46.48 $2.76M - $3.51M
908K $33.7M
IHE
Ishares Tr

ETFs
-169K
- 44.31%
$65.36 - $72.85 $11M - $12.3M
212K $15M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-74.3K
- 0.8%
$90.0 - $96.32 $6.69M - $7.16M
9.18M $847M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-622K
- 56.31%
$13.63 - $15.28 $8.48M - $9.51M
483K $6.59M
ESNT
Essent Group Ltd.

Financial Services
-240K
- 20.19%
$53.6 - $59.25 $12.9M - $14.2M
950K $54.8M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-161K
- 5.12%
$50.17 - $51.45 $8.06M - $8.26M
2.98M $150M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-47.7K
- 13.12%
$141.31 - $175.89 $6.74M - $8.39M
316K $45.5M
OLED
Universal Display Corp Pa

Technology
-47K
- 9.76%
$139.48 - $161.59 $6.55M - $7.59M
434K $60.5M
VHT
Vanguard Health Care ETF

ETFs
-103K
- 6.5%
$254.06 - $273.83 $26.2M - $28.2M
1.48M $393M
ALVO
Alvotech

Healthcare
-470K
- 31.69%
$9.55 - $13.52 $4.49M - $6.35M
1.01M $9.79M
CRGY
Crescent Energy CO

Energy
-274K
- 13.86%
$10.3 - $16.74 $2.83M - $4.59M
1.71M $19.2M
APPN
Appian Corp

Technology
-236K
- 34.19%
$28.81 - $37.23 $6.8M - $8.79M
455K $13.1M
VNM
Vaneck Vietnam ETF

ETFs
-891K
- 60.24%
$11.13 - $12.76 $9.92M - $11.4M
588K $7.34M
SSTK
Shutterstock, Inc.

Communication Services
-90.3K
- 13.31%
$17.79 - $34.5 $1.61M - $3.11M
588K $11M
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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