Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOV
Nov Inc.

Energy
-456K
- 15.86%
$13.99 - $16.43 $6.38M - $7.5M
2.42M $36.8M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-156K
- 14.6%
$11.76 - $15.2 $1.84M - $2.38M
914K $10.8M
FJP
First Trust Japan Alphadex Fun

ETFs
-117K
- 28.94%
$49.98 - $57.59 $5.85M - $6.74M
287K $15.7M
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
-468K
- 38.63%
$5.22 - $8.93 $2.44M - $4.18M
743K $3.88M
BMA
Macro Bank Inc.

Financial Services
-7.6K
- 3.55%
$75.51 - $115.85 $574K - $880K
206K $15.6M
GFF
Griffon Corp

Industrials
-72.9K
- 14.71%
$68.06 - $80.91 $4.96M - $5.9M
422K $30.2M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-62.9K
- 2.72%
$78.12 - $83.7 $4.91M - $5.26M
2.25M $181M
EPC
Edgewell Personal Care CO

Consumer Defensive
-122K
- 22.44%
$28.59 - $34.44 $3.48M - $4.19M
420K $13.1M
CSM
Proshares Large Cap Core Plus

ETFs
-46.4K
- 5.36%
$63.0 - $69.13 $2.92M - $3.21M
819K $52.2M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-154K
- 19.53%
$16.4 - $22.98 $2.53M - $3.55M
636K $10.7M
FDHY
Fidelity Covington Trust High

ETFs
-104K
- 63.98%
$47.92 - $49.1 $4.99M - $5.11M
58.6K $2.82M
TSEM
Tower Semiconductor LTD

Technology
-63.2K
- 36.25%
$35.43 - $54.74 $2.24M - $3.46M
111K $3.96M
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
-17.4K
- 15.84%
$97.42 - $141.16 $1.69M - $2.46M
92.4K $9.67M
BCAT
Black Rock Capital Allocation Trust

ETFs
-123K
- 2.87%
$14.35 - $15.88 $1.77M - $1.96M
4.18M $60.2M
IEZ
Ishares Tr

ETFs
-238K
- 20.45%
$18.42 - $22.2 $4.39M - $5.29M
927K $18.1M
AOK
Ishares Tr Core Conservative A

ETFs
-135K
- 43.12%
$36.86 - $38.15 $4.96M - $5.14M
178K $6.68M
CROX
Crocs, Inc.

Consumer Cyclical
-29K
- 5.12%
$88.83 - $112.59 $2.57M - $3.26M
537K $57.1M
POST
Post Holdings, Inc.

Consumer Defensive
-49.4K
- 11.65%
$104.57 - $116.92 $5.16M - $5.77M
374K $43.6M
KYMR
Kymera Therapeutics, Inc.

Healthcare
-67.7K
- 28.23%
$27.37 - $44.36 $1.85M - $3M
172K $4.71M
CHY
Calamos Convertible & High Income Fund

Financial Services
-240K
- 19.51%
$10.1 - $12.0 $2.42M - $2.88M
989K $9.99M
SAM
Boston Beer CO Inc

Consumer Defensive
-4.12K
- 6.4%
$219.16 - $301.26 $903K - $1.24M
60.3K $14.4M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
-731K
- 30.5%
$3.25 - $5.47 $2.38M - $4M
1.67M $5.41M
FNKO
Funko, Inc.

Consumer Cyclical
-231K
- 45.45%
$6.65 - $14.5 $1.53M - $3.34M
277K $1.9M
ALG
Alamo Group Inc

Industrials
-14.9K
- 5.14%
$172.9 - $190.49 $2.58M - $2.84M
275K $49.1M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
-86.7K
- 20.73%
$23.27 - $31.93 $2.02M - $2.77M
332K $7.72M
COCO
Vita Coco Company, Inc.

Consumer Defensive
-84.6K
- 23.22%
$29.85 - $40.3 $2.53M - $3.41M
280K $8.58M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-127K
- 7.61%
$31.75 - $36.0 $4.03M - $4.57M
1.54M $52.1M
PJP
Invesco Exchange Traded Fd Tr

ETFs
-60.9K
- 56.95%
$81.43 - $87.33 $4.96M - $5.32M
46.1K $3.99M
LPG
Dorian Lpg Ltd.

Energy
-164K
- 28.48%
$19.88 - $27.03 $3.26M - $4.44M
412K $9.21M
NWBI
Northwest Bancshares, Inc.

Financial Services
-279K
- 22.63%
$11.78 - $13.39 $3.29M - $3.74M
955K $11.5M
BCE
Bce Inc

Communication Services
-171K
- 4.33%
$22.14 - $25.18 $3.79M - $4.31M
3.78M $86.8M
GEF
Greif, Inc

Consumer Cyclical
-61K
- 26.44%
$54.57 - $62.45 $3.33M - $3.81M
170K $9.34M
CNHI
Cnh Industrial N.V.

Industrials
-457K
- 4.73%
N/A
9.21M $96M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-14.3K
- 1.27%
$37.35 - $43.35 $532K - $618K
1.11M $42.1M
STVN
Stevanato Group S.P.A.

Healthcare
-215K
- 79.5%
$18.11 - $24.11 $3.89M - $5.17M
55.4K $1.13M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-257K
- 13.68%
$22.98 - $24.13 $5.91M - $6.21M
1.62M $38.8M
KMT
Kennametal Inc

Industrials
-86.4K
- 8.16%
$21.0 - $24.68 $1.82M - $2.13M
973K $20.7M
NAVI
Navient Corp

Financial Services
-306K
- 23.61%
$12.63 - $14.66 $3.86M - $4.48M
990K $12.5M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-46.1K
- 3.56%
$21.0 - $24.67 $969K - $1.14M
1.25M $26.4M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-44.2K
- 15.53%
$91.45 - $100.11 $4.05M - $4.43M
241K $22.5M
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
-86.3K
- 4.63%
$3.23 - $6.6 $279K - $570K
1.78M $5.74M
XSW
Spdr S&P Software & Services E

ETFs
-9.35K
- 8.72%
$159.76 - $197.42 $1.49M - $1.85M
97.8K $15.6M
PTLO
Portillo'S Inc.

Consumer Cyclical
-631K
- 54.36%
$9.2 - $15.39 $5.81M - $9.71M
530K $6.3M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
-56K
- 10.01%
$48.56 - $61.02 $2.72M - $3.42M
504K $26.7M
WNC
Wabash National Corp

Industrials
-74K
- 11.87%
$10.59 - $17.28 $783K - $1.28M
549K $6.07M
AOA
Ishares Tr Core Aggressive All

ETFs
-59.6K
- 22.67%
$75.7 - $80.01 $4.51M - $4.77M
203K $15.6M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-397K
- 8.69%
$12.03 - $12.69 $4.77M - $5.03M
4.17M $51M
IAK
Ishares Tr

ETFs
-67.7K
- 16.12%
$121.85 - $137.9 $8.25M - $9.34M
352K $48.6M
DMLP
Dorchester Minerals, L.P.

Energy
-37.5K
- 3.55%
$29.17 - $34.68 $1.09M - $1.3M
1.02M $30.7M
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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