Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGICA
Donegal Group Inc

Financial Services
-17.2K
- 5.9%
$14.28 - $19.63 $245K - $337K
273K $5.37M
TWI
Titan International Inc

Industrials
-42.6K
- 5.45%
$6.59 - $9.22 $280K - $392K
739K $6.2M
EWC
Ishares Msci Canada ETF

ETFs
-701
- 0.03%
$39.3 - $42.52 $27.5K - $29.8K
2.08M $84.8M
ACIW
Aci Worldwide, Inc.

Technology
-102K
- 4.39%
$50.38 - $57.35 $5.13M - $5.84M
2.21M $121M
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
-405K
- 9.55%
$11.4 - $17.29 $4.62M - $7.01M
3.84M $60M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-85.3K
- 4.44%
$8.57 - $10.13 $731K - $864K
1.84M $17.6M
CNO
Cno Financial Group, Inc.

Financial Services
-132K
- 9.08%
$35.99 - $42.34 $4.75M - $5.59M
1.32M $55M
LBRDA
Liberty Broadband Corp

Communication Services
-6.45K
- 4.55%
$72.73 - $88.43 $469K - $571K
135K $11.5M
EPOL
Ishares Tr Msci Poland ETF

ETFs
-66.9K
- 16.66%
$20.91 - $29.15 $1.4M - $1.95M
335K $9.38M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-21.7K
- 1.12%
$113.59 - $123.29 $2.46M - $2.67M
1.91M $223M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-120K
- 8.88%
$12.0 - $14.77 $1.44M - $1.78M
1.23M $18.1M
RFDI
First Trust ETF Iii Riverfront

ETFs
-13.1K
- 3.44%
$61.15 - $68.44 $801K - $896K
367K $24.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-98.5K
- 3.75%
$59.28 - $66.1 $5.84M - $6.51M
2.53M $161M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-22.4K
- 1.69%
$20.29 - $22.36 $455K - $502K
1.3M $28.8M
EXEL
Exelixis, Inc.

Healthcare
-241K
- 8.76%
$32.38 - $39.16 $7.81M - $9.45M
2.51M $92.7M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-38.1K
- 4.92%
$24.1 - $27.73 $918K - $1.06M
736K $20M
ARIS
Aris Water Solutions, Inc.

Utilities
-82K
- 17.37%
$23.34 - $33.33 $1.91M - $2.73M
390K $12.5M
ADPT
Adaptive Biotechnologies Corp

Healthcare
-68.6K
- 5.74%
$6.07 - $8.66 $416K - $594K
1.13M $8.36M
GRPN
Groupon, Inc.

Communication Services
-120K
- 22.99%
$9.77 - $18.83 $1.17M - $2.25M
401K $7.53M
NEU
Newmarket Corp

Basic Materials
-1.36K
- 2.62%
$482.93 - $570.11 $655K - $774K
50.5K $28.6M
SNN
Smith & Nephew PLC

Healthcare
-151K
- 10.4%
$23.89 - $30.34 $3.61M - $4.59M
1.3M $36.9M
HGLB
Highland Global Allocation Fund

N/A
-1.24K
- 0.15%
$7.06 - $8.36 $8.77K - $10.4K
824K $6.86M
FRGE
Forge Global Holdings, Inc.

Technology
-115K
- 38.78%
$0.55 - $8.43 $63K - $966K
181K $1.52M
WRLD
World Acceptance Corp

Financial Services
-672
- 0.7%
$109.64 - $152.25 $73.7K - $102K
95.9K $12.1M
IHF
Ishares Tr

ETFs
-52.2K
- 6.21%
$47.84 - $53.21 $2.5M - $2.78M
788K $41.6M
MQ
Marqeta, Inc.

Technology
-3.56K
- 0.09%
$3.51 - $4.57 $12.5K - $16.3K
4.02M $16.5M
PRCH
Porch Group, Inc.

Technology
-9.46K
- 1.6%
$3.79 - $7.96 $35.9K - $75.3K
582K $4.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-579K
- 5.75%
$18.36 - $20.51 $10.6M - $11.9M
9.5M $188M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-24.7K
- 1.08%
$69.87 - $75.62 $1.73M - $1.87M
2.26M $164M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-3.62K
- 0.27%
$53.35 - $58.68 $193K - $213K
1.34M $75M
THG
Hanover Insurance Group, Inc.

Financial Services
-41.8K
- 9.24%
$147.13 - $174.61 $6.16M - $7.31M
411K $71.5M
IYH
Ishares Tr

ETFs
-70.7K
- 3.21%
$58.32 - $62.76 $4.12M - $4.44M
2.13M $130M
LXP
Lxp Industrial Trust

Real Estate
-74K
- 1.85%
$7.72 - $9.22 $571K - $682K
3.93M $34M
DWLD
Davis Fundamental ETF Tr

ETFs
-18.5K
- 1.17%
$35.32 - $39.55 $652K - $731K
1.57M $59.1M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-5.04K
- 0.1%
$12.04 - $13.32 $60.7K - $67.2K
4.91M $61.6M
PAC
Pacific Airport Group

Industrials
-832
- 0.52%
$178.82 - $203.81 $149K - $170K
158K $29.3M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-55.1K
- 2.1%
$8.69 - $9.43 $479K - $520K
2.57M $24M
PRA
Proassurance Corp

Financial Services
-76.1K
- 16.91%
$13.99 - $23.35 $1.06M - $1.78M
374K $8.73M
AAXJ
Ishares Msci All Country Asia

ETFs
-4.23K
- 0.41%
$69.59 - $77.09 $295K - $326K
1.04M $76.7M
PYCR
Paycor Hcm, Inc.

Technology
-48.2K
- 6.85%
$18.34 - $22.86 $884K - $1.1M
655K $14.7M
IRTC
I Rhythm Technologies, Inc.

Healthcare
-19.1K
- 7.58%
$89.44 - $119.44 $1.71M - $2.28M
233K $24.4M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-29.4K
- 8.86%
$74.5 - $92.3 $2.19M - $2.71M
302K $27.6M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-10.1K
- 0.86%
$19.66 - $21.64 $199K - $219K
1.17M $25.1M
SPH
Suburban Propane Partners LP

Utilities
-102K
- 9.85%
$17.64 - $22.2 $1.8M - $2.27M
934K $19.6M
RS
Reliance Steel & Aluminum CO

Basic Materials
-29.3K
- 5.56%
$266.61 - $302.66 $7.81M - $8.87M
498K $144M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-37.3K
- 1.13%
$3.88 - $4.37 $145K - $163K
3.26M $14.2M
STEW
Boulder Growth & Income Fund

Financial Services
-76K
- 2.96%
$15.76 - $17.3 $1.2M - $1.32M
2.49M $42.9M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-9.17K
- 2.21%
$107.24 - $116.37 $983K - $1.07M
406K $47.2M
SIVR
Abrdn Silver ETF Trust

ETFs
-7.82K
- 1.77%
$28.07 - $32.82 $219K - $257K
434K $14.1M
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
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email