Morgan Stanley Reduced Holdings in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TIGR
Up Fintech Holding LTD

Financial Services
-1.67M
- 45.25%
$9.12 - $12.99 $15.3M - $21.7M
2.02M $21.6M
FAF
First American Financial Corp

Financial Services
-298K
- 15.8%
$54.73 - $68.13 $16.3M - $20.3M
1.59M $102M
TER
Teradyne, Inc

Technology
-1.42M
- 37.28%
$90.15 - $137.64 $128M - $196M
2.4M $330M
IAG
Iamgold Corp

Basic Materials
-2.8M
- 69.2%
$6.74 - $12.93 $18.9M - $36.2M
1.25M $16.1M
AWK
American Water Works Company, Inc.

Utilities
-98.4K
- 2.91%
$135.05 - $147.0 $13.3M - $14.5M
3.29M $458M
BFH
Bread Financial Holdings, Inc.

Financial Services
-218K
- 23.93%
$55.77 - $66.98 $12.2M - $14.6M
695K $38.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-561K
- 13.14%
N/A
3.71M $88.1M
MMSI
Merit Medical Systems Inc

Healthcare
-33K
- 3.29%
$80.06 - $96.01 $2.64M - $3.17M
970K $80.7M
DEO
Diageo PLC

Consumer Defensive
-48.9K
- 3.22%
$93.64 - $115.33 $4.58M - $5.64M
1.47M $140M
ENOV
Enovis Corp

Industrials
-378K
- 27.93%
$25.74 - $35.94 $9.74M - $13.6M
976K $29.6M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-202K
- 33.34%
$65.41 - $69.67 $13.2M - $14.1M
404K $28.1M
SNV
Synovus Financial Corp

Financial Services
-160K
- 8.69%
$46.55 - $59.6 $7.44M - $9.52M
1.68M $82.4M
NOMD
Nomad Foods LTD

Consumer Defensive
-528K
- 34.94%
$12.91 - $18.18 $6.81M - $9.59M
983K $12.9M
FLIN
Franklin Templeton ETF Tr

ETFs
-219K
- 13.08%
$37.28 - $39.98 $8.17M - $8.76M
1.46M $54.3M
RDWR
Radware LTD

Technology
-218K
- 9.69%
$24.24 - $30.8 $5.28M - $6.71M
2.03M $53.8M
FLGR
Franklin Templeton ETF Tr

ETFs
-364K
- 61.21%
$32.16 - $34.28 $11.7M - $12.5M
231K $7.61M
QDEL
Quidel Ortho Corp

Healthcare
-450K
- 30.51%
$22.81 - $31.57 $10.3M - $14.2M
1.03M $30.2M
SMIN
Ishares Msci India Small Cap I

ETFs
-130K
- 23.65%
$71.7 - $78.29 $9.3M - $10.2M
419K $30M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-188K
- 52.22%
$104.99 - $166.52 $19.8M - $31.3M
172K $28.3M
XRX
Xerox Holdings Corp

Technology
-1.67M
- 42.25%
$3.62 - $6.65 $6.05M - $11.1M
2.29M $8.59M
GPOR
Gulfport Energy Corp

Energy
-49.1K
- 30.14%
$163.8 - $190.92 $8.04M - $9.37M
114K $20.6M
NOVT
Novanta Inc

Technology
-75.8K
- 10.6%
N/A
639K $101M
MATX
Matson, Inc.

Industrials
-56.2K
- 11.69%
$98.59 - $116.3 $5.54M - $6.54M
425K $41.9M
BJRI
B Js Restaurants Inc

Consumer Cyclical
-140K
- 26.71%
$29.75 - $46.78 $4.16M - $6.54M
384K $11.7M
ADT
Adt Inc.

Industrials
-1.65M
- 14.02%
$8.27 - $8.85 $13.7M - $14.6M
10.1M $88.2M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-259K
- 4.25%
$48.72 - $50.73 $12.6M - $13.1M
5.84M $288M
KC
Kingsoft Cloud Holdings LTD

Technology
-979K
- 74.65%
$11.52 - $17.47 $11.3M - $17.1M
332K $4.96M
LFST
Life Stance Health Group, Inc.

Healthcare
-2.41M
- 43.53%
$3.79 - $5.63 $9.12M - $13.5M
3.12M $17.2M
AGCO
Agco Corp

Industrials
-134K
- 16.24%
$106.41 - $117.97 $14.3M - $15.8M
691K $74M
UGI
Ugi Corp

Utilities
-50.6K
- 1.74%
$32.64 - $37.14 $1.65M - $1.88M
2.86M $95.1M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-222K
- 9.16%
$107.27 - $113.94 $23.8M - $25.3M
2.2M $250M
PEGA
Pegasystems Inc

Technology
-290K
- 16.42%
$49.75 - $60.39 $14.4M - $17.5M
1.48M $84.9M
CALX
Calix, Inc

Technology
-286K
- 33.71%
$50.08 - $64.04 $14.3M - $18.3M
562K $34.5M
GSID
Goldman Sachs ETF Tr Marketbet

ETFs
-167K
- 79.38%
$62.5 - $67.07 $10.5M - $11.2M
43.5K $2.89M
NYT
New York Times CO

Communication Services
-242K
- 10.11%
$51.43 - $61.95 $12.4M - $15M
2.15M $123M
TFLO
Ishares Treasury Floating Rate

ETFs
-201K
- 4.89%
$50.45 - $50.65 $10.2M - $10.2M
3.92M $198M
GTO
Invesco Actively Managed ETF T

ETFs
-243K
- 12.82%
$46.43 - $47.91 $11.3M - $11.6M
1.65M $78.5M
TPG
Tpg Inc.

Financial Services
-383K
- 16.45%
$52.84 - $64.4 $20.2M - $24.6M
1.94M $112M
TGLS
Tecnoglass Inc.

Basic Materials
-113K
- 42.4%
$65.7 - $83.06 $7.43M - $9.39M
154K $10.3M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-1.07M
- 48.92%
$12.61 - $18.25 $13.5M - $19.6M
1.12M $20.3M
BOX
Box Inc

Technology
-201K
- 10.34%
$31.03 - $33.73 $6.25M - $6.79M
1.74M $56.3M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-317K
- 10.84%
$47.56 - $49.7 $15.1M - $15.8M
2.61M $129M
SHEL
Shell PLC

Energy
-295K
- 3.01%
$69.82 - $73.93 $20.6M - $21.8M
9.5M $679M
NVTS
Navitas Semiconductor Corp

Technology
-1.61M
- 69.48%
$5.54 - $8.98 $8.92M - $14.5M
707K $5.1M
AVPT
Ave Point, Inc.

Technology
-147K
- 8.11%
$14.33 - $19.31 $2.11M - $2.84M
1.67M $25M
FVRR
Fiverr International Ltd.

Communication Services
-274K
- 40.77%
$21.37 - $29.7 $5.86M - $8.14M
398K $9.72M
VRRM
Verra Mobility Corp

Industrials
-314K
- 9.79%
$23.49 - $25.65 $7.38M - $8.06M
2.9M $71.6M
S
Sentinel One, Inc.

Technology
-479K
- 21.13%
$15.81 - $19.78 $7.57M - $9.47M
1.79M $31.5M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-416K
- 15.31%
$18.41 - $20.12 $7.65M - $8.36M
2.3M $42.3M
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
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