Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FEX
First Tr Large Cap Core Alphde

ETFs
-14.8K
- 1.24%
$99.27 - $109.89 $1.47M - $1.63M
1.18M $121M
FCAL
First Tr Iii Calif Mun High In

ETFs
-72.1K
- 26.66%
$48.53 - $49.76 $3.5M - $3.59M
198K $9.62M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-10.8K
- 6.7%
$191.06 - $228.87 $2.07M - $2.48M
151K $29M
GH
Guardant Health, Inc.

Healthcare
-492K
- 34.34%
$31.77 - $49.94 $15.6M - $24.6M
941K $40.1M
RUM
Rumble Inc.

Technology
-177K
- 43.05%
$7.07 - $13.77 $1.25M - $2.44M
234K $1.66M
NBTB
Nbt Bancorp Inc

Financial Services
-35.7K
- 8.04%
$42.51 - $49.14 $1.52M - $1.76M
409K $17.5M
SASR
Sandy Spring Bancorp Inc

Financial Services
-67.1K
- 21.36%
$27.6 - $35.08 $1.85M - $2.35M
247K $6.9M
RWR
Spdr Dow Jones Reit ETF

ETFs
-38K
- 10.89%
$95.15 - $104.06 $3.61M - $3.95M
311K $30.8M
FAS
Direxion Daily Financial Bull

ETFs
-24.6K
- 81.5%
$136.91 - $185.61 $3.36M - $4.56M
5.58K $881K
EBC
Eastern Bankshares, Inc.

Financial Services
-185K
- 24.88%
$15.29 - $19.15 $2.83M - $3.54M
559K $9.16M
SLP
Simulations Plus, Inc.

Healthcare
-64.6K
- 10.58%
$24.0 - $37.01 $1.55M - $2.39M
546K $13.4M
REPL
Replimune Group, Inc.

Healthcare
-119K
- 11.39%
$9.75 - $14.31 $1.16M - $1.71M
928K $9.05M
MTG
Mgic Investment Corp

Financial Services
-260K
- 9.88%
$22.56 - $25.71 $5.87M - $6.69M
2.37M $58.8M
ADCT
Adc Therapeutics Sa

Healthcare
-937K
- 23.67%
$1.39 - $2.02 $1.3M - $1.89M
3.02M $4.26M
ACGL
Arch Capital Group Ltd.

Financial Services
-212K
- 4.84%
$88.13 - $96.94 $18.7M - $20.5M
4.17M $401M
AHH
Armada Hoffler Properties, Inc.

Real Estate
-136K
- 14.39%
$7.5 - $10.2 $1.02M - $1.39M
808K $6.07M
ULCC
Frontier Group Holdings, Inc.

Industrials
-278K
- 32.39%
$4.34 - $10.06 $1.21M - $2.8M
581K $2.52M
GOGL
Golden Ocean Group LTD

Industrials
-234K
- 13.43%
$7.66 - $10.06 $1.8M - $2.36M
1.51M $12.1M
FEMS
First Trust Emerging Markets S

ETFs
-86.3K
- 13.02%
$36.09 - $39.16 $3.12M - $3.38M
576K $21.4M
STRA
Strategic Education, Inc.

Consumer Defensive
-12K
- 4.41%
$79.14 - $103.46 $950K - $1.24M
260K $21.8M
PARR
Par Pacific Holdings, Inc.

Energy
-111K
- 11.86%
$12.4 - $18.4 $1.37M - $2.04M
822K $11.7M
FLO
Flowers Foods Inc

Consumer Defensive
-11.1K
- 0.55%
$18.05 - $20.78 $200K - $231K
2.01M $38.1M
BANR
Banner Corp

Financial Services
-40.8K
- 13.08%
$62.19 - $71.35 $2.54M - $2.91M
271K $17.3M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-102K
- 4.9%
$22.83 - $23.75 $2.33M - $2.42M
1.98M $45.6M
NVTS
Navitas Semiconductor Corp

Technology
-719K
- 53.21%
$1.83 - $4.25 $1.32M - $3.06M
632K $1.3M
JWN
Nordstrom Inc

Consumer Cyclical
-157K
- 14.76%
$24.01 - $24.46 $3.77M - $3.85M
908K $22.2M
WLYB
John Wiley & Sons, Inc.

Communication Services
-80.7K
- 55.38%
$37.35 - $46.81 $3.01M - $3.78M
65K $2.9M
NKTX
Nkarta, Inc.

Healthcare
-1.29M
- 73.35%
$1.37 - $2.53 $1.76M - $3.26M
467K $860K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-154K
- 86.25%
$22.91 - $25.71 $3.53M - $3.96M
24.6K $623K
WSFS
Wsfs Financial Corp

Financial Services
-56K
- 11.78%
$49.95 - $59.33 $2.8M - $3.32M
419K $21.7M
DAN
Dana Inc

Consumer Cyclical
-517K
- 26.78%
$11.27 - $16.88 $5.83M - $8.73M
1.41M $18.8M
UUUU
Energy Fuels Inc

Energy
-238K
- 12.91%
$3.73 - $5.88 $887K - $1.4M
1.6M $5.98M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-161K
- 9.54%
$26.51 - $28.57 $4.26M - $4.59M
1.52M $41.7M
HY
Hyster Yale Materials Handling, Inc.

Industrials
-36.2K
- 17.42%
$41.54 - $54.76 $1.5M - $1.98M
172K $7.13M
BRFS
Brf S.A.

Consumer Defensive
-757K
- 56.06%
$3.07 - $4.07 $2.33M - $3.08M
594K $2.04M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
-619K
- 36.14%
$1.59 - $3.24 $985K - $2.01M
1.09M $1.74M
CASH
Meta Financial Group Inc

Financial Services
-43.2K
- 9.3%
$69.94 - $81.54 $3.02M - $3.53M
422K $30.8M
XPEL
Xpel, Inc.

Consumer Cyclical
-33.5K
- 14.5%
$29.38 - $44.62 $983K - $1.49M
197K $5.8M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-74.1K
- 38.42%
$40.87 - $45.28 $3.03M - $3.36M
119K $4.92M
IEUS
Ishares Msci Europe Small Cap

ETFs
-66.7K
- 57.27%
$51.74 - $60.16 $3.45M - $4.01M
49.8K $2.85M
BITF
Bitfarms LTD

Financial Services
-1.77M
- 62.25%
$0.79 - $1.76 $1.4M - $3.11M
1.07M $847K
CX
Cemex Sab De Cv

Basic Materials
-576K
- 11.79%
$5.36 - $6.78 $3.08M - $3.9M
4.31M $24.2M
CIG
Energy CO Of Minas Gerais

Utilities
-1.89M
- 34.43%
$1.71 - $1.98 $3.22M - $3.73M
3.59M $6.32M
UCBI
United Community Banks Inc

Financial Services
-115K
- 10.49%
N/A
982K $28.7M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-168K
- 19.4%
$20.07 - $20.16 $3.36M - $3.38M
696K $14M
ALT
Altimmune, Inc.

Healthcare
-265K
- 28.7%
$5.0 - $7.45 $1.32M - $1.97M
657K $3.29M
HSTM
Healthstream Inc

Healthcare
-109K
- 26.84%
$30.95 - $33.99 $3.38M - $3.71M
297K $9.57M
AEHR
Aehr Test Systems

Technology
-101K
- 36.01%
$7.29 - $17.78 $736K - $1.8M
179K $1.31M
CDNA
Care Dx, Inc.

Healthcare
-68K
- 11.61%
$17.64 - $25.07 $1.2M - $1.7M
517K $9.18M
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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