Morgan Stanley Reduced Holdings in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-523K
- 9.2%
$19.39 - $20.21 $10.1M - $10.6M
5.16M $101M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-103K
- 23.56%
$51.73 - $71.41 $5.33M - $7.36M
334K $17.7M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-648K
- 97.93%
$17.61 - $21.46 $11.4M - $13.9M
13.7K $242K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-436K
- 15.79%
$25.48 - $27.78 $11.1M - $12.1M
2.33M $61.8M
GNR
Spdr S&P Global Natural Resour

ETFs
-274K
- 19.12%
$45.66 - $55.03 $12.5M - $15.1M
1.16M $62.8M
EPP
Ishares Inc

ETFs
-454K
- 26.4%
$38.85 - $49.83 $17.6M - $22.6M
1.27M $62.5M
WABC
Westamerica Bancorporation

Financial Services
-250K
- 44.13%
$43.72 - $50.7 $10.9M - $12.7M
316K $15.3M
CRUS
Cirrus Logic, Inc.

Technology
-159K
- 22.52%
$77.43 - $107.58 $12.3M - $17.1M
546K $57M
AIZ
Assurant, Inc.

Financial Services
-31.6K
- 5.5%
$179.73 - $211.56 $5.69M - $6.7M
544K $107M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-165K
- 10.56%
$81.66 - $93.76 $13.5M - $15.5M
1.4M $131M
SMIN
Ishares Msci India Small Cap I

ETFs
-267K
- 32.73%
$64.64 - $77.18 $17.2M - $20.6M
548K $42.3M
IAC
Iac/Inter Active Corp

Communication Services
-130K
- 13.42%
$32.68 - $40.02 $4.24M - $5.2M
837K $31.3M
RLI
Rli Corp

Financial Services
-23.7K
- 1.69%
$71.27 - $80.82 $1.69M - $1.92M
1.38M $99.5M
DXC
Dxc Technology CO

Technology
-358K
- 8.57%
$14.03 - $17.63 $5.02M - $6.31M
3.82M $58.4M
WPC
W. P. Carey Inc.

Real Estate
-181K
- 8.93%
$56.12 - $64.53 $10.2M - $11.7M
1.84M $115M
RIOT
Riot Blockchain, Inc.

Technology
-3.57M
- 54.07%
$6.29 - $11.3 $22.4M - $40.3M
3.03M $34.2M
CBSH
Commerce Bancshares Inc

Financial Services
-200K
- 6.17%
$55.42 - $65.63 $11.1M - $13.1M
3.04M $189M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-94.6K
- 1.94%
$121.58 - $136.74 $11.5M - $12.9M
4.77M $648M
VLY
Valley National Bancorp

Financial Services
-1.43M
- 32.38%
$7.87 - $9.2 $11.2M - $13.1M
2.98M $26.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-130K
- 4.12%
$116.93 - $119.39 $15.3M - $15.6M
3.03M $361M
NRP
Natural Resource Partners LP

Energy
-44.2K
- 4.47%
$89.14 - $105.48 $3.94M - $4.66M
945K $90.3M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
-321K
- 61.9%
$32.65 - $41.54 $10.5M - $13.3M
198K $8.02M
OGE
Oge Energy Corp.

Utilities
-208K
- 10.96%
$42.23 - $46.38 $8.8M - $9.67M
1.69M $75.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.15M
- 13.22%
$57.41 - $74.81 $124M - $161M
14.1M $1.05B
NTES
Net Ease, Inc.

Communication Services
-360K
- 31.41%
$91.37 - $134.58 $32.9M - $48.5M
787K $106M
YPF
Ypf Sociedad Anonima

Energy
-226K
- 16.16%
$27.16 - $36.96 $6.13M - $8.34M
1.17M $36.8M
BSM
Black Stone Minerals, L.P.

Energy
-231K
- 5.62%
$12.78 - $15.36 $2.95M - $3.55M
3.88M $50.7M
RYN
Rayonier Inc

Real Estate
-314K
- 35.4%
$22.12 - $28.02 $6.94M - $8.79M
573K $12.7M
VICI
Vici Properties Inc.

Real Estate
-362K
- 4.12%
$29.41 - $32.97 $10.7M - $11.9M
8.44M $275M
DKL
Delek Logistics Partners, LP

Energy
-275K
- 67.54%
$36.04 - $43.76 $9.92M - $12M
132K $5.68M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-509K
- 25.01%
$22.57 - $23.23 $11.5M - $11.8M
1.53M $35.4M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-196K
- 25.71%
$149.56 - $212.83 $29.3M - $41.7M
566K $121M
TGNA
Tegna Inc

Communication Services
-399K
- 11.53%
$15.42 - $18.98 $6.16M - $7.58M
3.06M $51.4M
DOCN
Digital Ocean Holdings, Inc.

Technology
-210K
- 17.77%
$25.91 - $35.19 $5.43M - $7.37M
970K $27.7M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-10.9K
- 13.73%
$396.53 - $537.62 $4.34M - $5.88M
68.7K $29.9M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-73.5K
- 4.37%
$136.63 - $176.62 $10M - $13M
1.61M $271M
VAL
Valaris LTD

Energy
-385K
- 22.66%
$28.94 - $46.88 $11.1M - $18.1M
1.32M $55.4M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-538K
- 6.31%
$23.32 - $24.45 $12.6M - $13.2M
7.98M $195M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-202K
- 2.96%
$37.08 - $42.26 $7.51M - $8.56M
6.63M $275M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-271K
- 3.54%
$51.68 - $52.76 $14M - $14.3M
7.38M $390M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-945K
- 10.87%
$10.78 - $11.28 $10.2M - $10.7M
7.75M $86.3M
SCL
Stepan CO

Basic Materials
-203K
- 42.75%
$45.26 - $56.69 $9.18M - $11.5M
272K $14.8M
STWD
Starwood Property Trust, Inc.

Real Estate
-665K
- 9.26%
$17.28 - $20.41 $11.5M - $13.6M
6.52M $131M
PKX
Posco Holdings Inc.

Basic Materials
-249K
- 23.67%
$41.43 - $49.85 $10.3M - $12.4M
803K $39M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-526K
- 23.04%
$12.88 - $16.75 $6.78M - $8.81M
1.76M $26.7M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-163K
- 11.05%
$31.57 - $39.41 $5.13M - $6.4M
1.31M $46.5M
LOGI
Logitech International S.A.

Technology
-168K
- 23.5%
$65.57 - $90.16 $11M - $15.1M
546K $49.2M
INTA
Intapp, Inc.

Technology
-158K
- 38.07%
$48.49 - $59.55 $7.68M - $9.43M
258K $13.3M
BWA
Borgwarner Inc

Consumer Cyclical
-857K
- 23.35%
$24.84 - $33.92 $21.3M - $29.1M
2.81M $94.2M
Activity Summary
Buys All Purchases 4385 New Holdings 431 Increased Positions 3954 Sells All Sells 2976 Reductions 2976 Sold out 0 Options Calls 0 Puts 0
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