Morgan Stanley Reduced Holdings in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-56.3K
- 8.49%
$40.49 - $40.7 $2.28M - $2.29M
607K $24.7M
DOOO
Brp Inc.

Consumer Cyclical
-91K
- 34.26%
$47.83 - $68.36 $4.35M - $6.22M
175K $10.6M
TEX
Terex Corp

Industrials
-141K
- 13.03%
$48.36 - $53.52 $6.82M - $7.55M
942K $48.3M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-107K
- 17.52%
$32.7 - $36.57 $3.5M - $3.92M
504K $18M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-190K
- 26.8%
$6.12 - $7.9 $1.16M - $1.5M
518K $3.21M
IEZ
Ishares Tr

ETFs
-193K
- 29.64%
$17.13 - $19.92 $3.3M - $3.84M
458K $8.83M
AVK
Advent Convertible & Income Fund

Financial Services
-211K
- 28.59%
$12.06 - $12.79 $2.54M - $2.7M
526K $6.73M
NPCE
Neuro Pace Inc

Healthcare
-38.9K
- 1.5%
$8.25 - $10.6 $321K - $412K
2.55M $26.6M
DKL
Delek Logistics Partners, LP

Energy
-55.6K
- 42.02%
$42.08 - $46.37 $2.34M - $2.58M
76.7K $3.49M
WFG
West Fraser Timber Co., LTD

Basic Materials
-12K
- 4.69%
$66.7 - $77.96 $804K - $939K
245K $16.7M
NWSA
News Corp

Communication Services
-236K
- 4.59%
$28.38 - $31.03 $6.7M - $7.33M
4.91M $151M
SCHO
Schwab Short Term Us Treasury

ETFs
-90.4K
- 2.77%
$24.23 - $24.42 $2.19M - $2.21M
3.18M $77.5M
PAY
Paymentus Holdings, Inc.

Technology
-52K
- 20.72%
$27.81 - $38.93 $1.45M - $2.03M
199K $6.09M
KOP
Koppers Holdings Inc.

Basic Materials
-37.5K
- 14.56%
$27.53 - $34.75 $1.03M - $1.3M
220K $6.16M
ROKU
Roku, Inc

Communication Services
-160K
- 14.09%
$79.98 - $101.78 $12.8M - $16.3M
975K $97.7M
PGNY
Progyny, Inc.

Healthcare
-69.4K
- 5.4%
$21.24 - $24.27 $1.47M - $1.69M
1.22M $26.2M
SSTK
Shutterstock, Inc.

Communication Services
-193K
- 18.99%
$18.17 - $22.02 $3.51M - $4.26M
825K $17.2M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-230K
- 54.36%
$11.05 - $13.31 $2.54M - $3.06M
193K $2.57M
SIBN
Si Bone, Inc.

Healthcare
-53.3K
- 16.76%
$14.05 - $18.78 $749K - $1M
265K $3.9M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
-1.15M
- 46.69%
$3.0 - $4.42 $3.44M - $5.07M
1.31M $5.07M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.38M
- 18.82%
$20.98 - $26.94 $28.9M - $37.1M
5.93M $146M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-292K
- 20.45%
N/A
1.13M $8.07M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-43.6K
- 0.33%
$59.81 - $60.11 $2.6M - $2.62M
13.3M $797M
SLQT
Select Quote, Inc.

Financial Services
-648K
- 34.21%
$1.74 - $2.69 $1.13M - $1.74M
1.25M $2.44M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-96K
- 2.41%
$24.14 - $24.34 $2.32M - $2.34M
3.88M $94.5M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-93.5K
- 3.06%
$49.32 - $50.93 $4.61M - $4.76M
2.97M $150M
NTGR
Netgear, Inc.

Technology
-112K
- 23.65%
$22.5 - $32.39 $2.51M - $3.61M
360K $11.7M
NRDS
Nerdwallet, Inc.

Financial Services
-179K
- 33.36%
$9.18 - $11.38 $1.64M - $2.04M
357K $3.85M
ROAD
Construction Partners, Inc.

Industrials
-94.4K
- 19.65%
$93.43 - $136.74 $8.82M - $12.9M
386K $49M
LSPD
Lightspeed Commerce Inc.

Technology
-171K
- 48.21%
$11.48 - $13.83 $1.97M - $2.37M
184K $2.12M
DINT
Davis Fundamental ETF Tr

ETFs
-119K
- 19.3%
$25.3 - $28.09 $3.02M - $3.35M
499K $14M
LZB
La Z Boy Inc

Consumer Cyclical
-19.2K
- 4.0%
$33.69 - $40.03 $647K - $769K
460K $15.8M
BRP
Brp Group, Inc.

Financial Services
-50.5K
- 18.35%
N/A
225K $9M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-109K
- 11.22%
$31.86 - $39.7 $3.49M - $4.35M
866K $28.7M
GLNG
Golar Lng LTD

Energy
-13.6K
- 0.73%
$39.16 - $45.56 $534K - $622K
1.85M $74.8M
CFFN
Capitol Federal Financial, Inc.

Financial Services
-399K
- 18.64%
$5.73 - $6.56 $2.29M - $2.62M
1.74M $11.1M
BORR
Borr Drilling LTD

Energy
-3.06M
- 42.17%
$1.86 - $3.17 $5.7M - $9.71M
4.2M $11.3M
PSNL
Personalis, Inc.

Healthcare
-284K
- 45.4%
$4.38 - $7.51 $1.25M - $2.14M
342K $2.12M
SCL
Stepan CO

Basic Materials
-2.08K
- 0.77%
$46.44 - $59.75 $96.7K - $124K
270K $12.9M
NAVI
Navient Corp

Financial Services
-76.2K
- 7.54%
$12.41 - $15.59 $945K - $1.19M
934K $12.3M
SSYS
Stratasys Ltd.

Technology
-163K
- 35.69%
$9.22 - $11.74 $1.51M - $1.92M
294K $3.29M
IIPR
Innovative Industrial Properties Inc

Real Estate
-25.8K
- 7.61%
$45.83 - $58.26 $1.18M - $1.5M
313K $16.8M
CMP
Compass Minerals International Inc

Basic Materials
-72.4K
- 11.93%
$17.93 - $22.44 $1.3M - $1.62M
534K $10.3M
DEI
Douglas Emmett Inc

Real Estate
-191K
- 9.57%
$14.06 - $16.91 $2.68M - $3.23M
1.8M $28.1M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-298K
- 12.04%
$3.51 - $4.74 $1.05M - $1.41M
2.18M $8.68M
SPH
Suburban Propane Partners LP

Utilities
-109K
- 10.18%
$17.47 - $19.0 $1.9M - $2.07M
960K $17.9M
PWP
Perella Weinberg Partners

Financial Services
-150K
- 24.25%
$19.12 - $23.14 $2.87M - $3.47M
468K $10.1M
GOTU
Gaotu Techedu Inc.

Consumer Defensive
-331K
- 14.37%
$3.21 - $3.99 $1.06M - $1.32M
1.97M $6.42M
CRDF
Cardiff Oncology, Inc.

Healthcare
-485K
- 60.96%
$1.96 - $4.51 $951K - $2.19M
311K $627K
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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