Morgan Stanley Reduced Holdings in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FGM
First Trust Germany Alphadex F

ETFs
-27.4K
- 82.58%
$54.94 - $58.81 $1.5M - $1.61M
5.77K $339K
NPCT
Nuveen Core Plus Impact Fund
-84.4K
- 2.85%
$10.73 - $11.28 $906K - $953K
2.88M $31.7M
ESRT
Empire State Realty Trust, Inc.

Real Estate
-140K
- 14.34%
$7.15 - $8.32 $1M - $1.17M
838K $6.42M
CVGW
Calavo Growers Inc

Consumer Defensive
-53.2K
- 36.79%
$25.74 - $27.84 $1.37M - $1.48M
91.4K $2.35M
SVXY
Pro Shares Trust Ii

ETFs
-93.9K
- 23.76%
$42.59 - $51.21 $4M - $4.81M
301K $15.3M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-55.9K
- 17.34%
$26.71 - $26.81 $1.49M - $1.5M
267K $7.14M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
-142K
- 5.75%
$15.99 - $17.02 $2.26M - $2.41M
2.32M $38M
NSSC
Napco Security Technologies, Inc

Industrials
-220K
- 36.62%
$29.42 - $43.66 $6.47M - $9.6M
381K $16.3M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-22.2K
- 1.87%
$23.75 - $25.0 $528K - $556K
1.16M $28M
FUL
Fuller H B CO

Basic Materials
-12K
- 1.38%
$55.6 - $64.06 $666K - $768K
858K $50.9M
DGICA
Donegal Group Inc

Financial Services
-65.1K
- 21.98%
$16.75 - $19.72 $1.09M - $1.28M
231K $4.48M
HLIT
Harmonic Inc

Technology
-282K
- 14.1%
$8.35 - $10.49 $2.35M - $2.96M
1.72M $17.5M
ACIW
Aci Worldwide, Inc.

Technology
-340K
- 14.14%
$40.74 - $52.9 $13.9M - $18M
2.06M $109M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-192K
- 7.17%
$9.87 - $10.65 $1.9M - $2.05M
2.49M $26.4M
DAVA
Endava PLC

Technology
-60.5K
- 42.3%
$8.8 - $15.71 $533K - $951K
82.6K $751K
GTY
Getty Realty Corp

Real Estate
-33.7K
- 5.13%
$26.45 - $28.87 $892K - $973K
624K $16.7M
AADR
Advisorshares Dorsey Wright Ad

ETFs
-21.7K
- 37.23%
$77.36 - $86.76 $1.68M - $1.88M
36.6K $3.18M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-64.6K
- 11.37%
$62.88 - $68.43 $4.06M - $4.42M
504K $34.5M
CTO
Cto Realty Growth, Inc.

Real Estate
-52.1K
- 9.45%
$15.89 - $17.75 $827K - $924K
499K $8.08M
EWCZ
European Wax Center, Inc.

Consumer Defensive
-163K
- 34.58%
$3.72 - $5.8 $607K - $946K
309K $1.23M
MCS
Marcus Corp

Communication Services
-54.6K
- 12.82%
$14.62 - $18.09 $798K - $987K
371K $5.76M
OPK
Opko Health, Inc.

Healthcare
-1.22M
- 59.32%
$1.19 - $1.55 $1.45M - $1.89M
838K $1.3M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-42.9K
- 10.51%
$45.4 - $47.61 $1.95M - $2.04M
365K $17.4M
WSR
Whitestone Reit

Real Estate
-102K
- 12.71%
$11.8 - $13.18 $1.2M - $1.35M
701K $8.6M
BOC
Boston Omaha Corp

Communication Services
-96.5K
- 65.11%
$12.43 - $14.45 $1.2M - $1.39M
51.7K $676K
IDNA
Ishares Tr Genomics Immunology

ETFs
-76.3K
- 57.98%
$20.64 - $23.61 $1.58M - $1.8M
55.3K $1.31M
SFL
Sfl Corp Ltd.

Industrials
-55.1K
- 4.51%
$7.53 - $9.48 $415K - $523K
1.17M $8.79M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-39.1K
- 14.38%
$63.41 - $69.69 $2.48M - $2.72M
233K $15.9M
HLX
Helix Energy Solutions Group Inc

Energy
-309K
- 15.35%
$5.7 - $6.96 $1.76M - $2.15M
1.7M $11.2M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-112K
- 7.74%
N/A
1.33M $16.4M
ATOM
Atomera Inc

Technology
-260K
- 76.12%
$3.13 - $5.38 $814K - $1.4M
81.6K $345K
HMN
Horace Mann Educators Corp

Financial Services
-54.9K
- 10.93%
$40.17 - $47.59 $2.2M - $2.61M
447K $20.2M
CHCO
City Holding CO

Financial Services
-13.4K
- 6.62%
$118.89 - $133.58 $1.59M - $1.79M
189K $23.4M
QCRH
Qcr Holdings Inc

Financial Services
-26.9K
- 30.7%
$69.91 - $80.74 $1.88M - $2.17M
60.7K $4.59M
CAMT
Camtek LTD

Technology
-19.6K
- 19.17%
$82.04 - $98.93 $1.61M - $1.94M
82.7K $7.31M
NBTB
Nbt Bancorp Inc

Financial Services
-34.5K
- 7.01%
$40.56 - $45.07 $1.4M - $1.56M
458K $19.1M
FCN
Fti Consulting, Inc

Industrials
-9.52K
- 0.69%
$157.99 - $174.18 $1.5M - $1.66M
1.36M $220M
SGML
Sigma Lithium Corp

Basic Materials
-470K
- 53.05%
$4.35 - $7.22 $2.05M - $3.39M
416K $2.67M
KELYA
Kelly Services Inc

Industrials
-141K
- 36.78%
$12.07 - $14.64 $1.7M - $2.07M
243K $3.18M
BIGZ
Black Rock Innovation & Growth Trust
-197K
- 3.54%
N/A
5.36M $35.5M
PFG
Principal Financial Group Inc

Financial Services
-149K
- 4.69%
$75.53 - $82.95 $11.2M - $12.3M
3.02M $251M
PXI
Invesco Exchange Traded Fd Tr

ETFs
-35.7K
- 33.97%
$41.04 - $47.93 $1.47M - $1.71M
69.4K $3.25M
TALK
Talkspace, Inc.

Healthcare
-454K
- 67.35%
$2.27 - $2.8 $1.03M - $1.27M
220K $604K
TNA
Direxion Daily Small Cap Bull

ETFs
-40.1K
- 84.2%
$32.54 - $47.12 $1.31M - $1.89M
7.53K $340K
EXPI
Exp World Holdings, Inc.

Real Estate
-396K
- 20.78%
$9.32 - $11.59 $3.69M - $4.59M
1.51M $16.1M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-126K
- 18.29%
$10.08 - $11.67 $1.27M - $1.47M
562K $6.1M
NNOX
Nano X Imaging Ltd.

Healthcare
-39.2K
- 5.23%
$3.69 - $5.47 $145K - $215K
711K $2.63M
SJW
Sjw Group

Utilities
-24.1K
- 3.78%
N/A
613K $31.8M
CMA
Comerica Inc

Financial Services
-329K
- 13.7%
$60.93 - $71.05 $20.1M - $23.4M
2.07M $142M
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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