Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CNQ
Canadian Natural Resources LTD

Energy
458K
+ 4.25%
$29.31 - $32.93 $13.4M - $15.1M
11.2M $359M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
201K
+ 42.37%
$87.07 - $93.06 $17.5M - $18.7M
675K $61.8M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
323K
+ 3.97%
$45.07 - $47.56 $14.5M - $15.3M
8.45M $389M
SPMD
Spdr Portfolio

ETFs
211K
+ 7.1%
$54.43 - $58.29 $11.5M - $12.3M
3.19M $182M
LVHI
Franklin International Low Vol

ETFs
382K
+ 11.77%
$32.69 - $35.19 $12.5M - $13.5M
3.63M $126M
XSMO
Invesco S&P Smallcap Momentum

ETFs
238K
+ 45.5%
$67.1 - $74.29 $16M - $17.7M
762K $56.1M
VST
Vistra Corp.

Utilities
17.7K
+ 0.22%
$182.0 - $217.92 $3.23M - $3.87M
8.05M $1.58B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
284K
+ 29.95%
$47.75 - $54.24 $13.6M - $15.4M
1.23M $66.1M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
104K
+ 18.33%
$48.39 - $77.69 $5.02M - $8.07M
670K $49.1M
ADUS
Addus Home Care Corp

Healthcare
158K
+ 26.23%
$104.96 - $118.41 $16.5M - $18.7M
759K $89.5M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
1.39M
+ 106.39%
$13.84 - $19.11 $19.2M - $26.6M
2.7M $42.6M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
347K
+ 13.78%
$50.73 - $52.47 $17.6M - $18.2M
2.87M $150M
ACMR
Acm Research, Inc.

Technology
325K
+ 58.93%
$23.92 - $39.13 $7.78M - $12.7M
877K $34.3M
HDV
Ishares Core High Dividend ETF

ETFs
21.2K
+ 0.64%
$118.16 - $123.66 $2.5M - $2.62M
3.32M $407M
EDV
Vanguard Extended Duration Tre

ETFs
276K
+ 29.17%
$63.28 - $69.5 $17.5M - $19.2M
1.22M $83.6M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
524K
+ 9.28%
$28.92 - $30.19 $15.2M - $15.8M
6.17M $183M
SRAD
Sportradar Group Ag

Technology
816K
+ 45.76%
$26.9 - $31.79 $22M - $25.9M
2.6M $69.9M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
380K
+ 6.69%
$50.82 - $51.09 $19.3M - $19.4M
6.07M $310M
LPL
Lg Display Co., Ltd.

Technology
1.18M
+ 15.71%
$3.31 - $5.23 $3.91M - $6.18M
8.7M $45.4M
CRUS
Cirrus Logic, Inc.

Technology
65.3K
+ 11.96%
$97.25 - $127.45 $6.35M - $8.32M
612K $76.6M
STWD
Starwood Property Trust, Inc.

Real Estate
1.25M
+ 19.17%
$19.37 - $20.97 $24.2M - $26.2M
7.77M $150M
KEY
Keycorp

Financial Services
132K
+ 0.98%
$17.37 - $19.39 $2.29M - $2.56M
13.6M $253M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
815K
+ 188.92%
$23.43 - $23.88 $19.1M - $19.5M
1.25M $29.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
38.3K
+ 0.9%
$87.05 - $93.19 $3.33M - $3.57M
4.27M $397M
IQ
I Qiyi, Inc.

Communication Services
4.26M
+ 39.5%
$1.75 - $2.79 $7.46M - $11.9M
15.1M $38.6M
DGX
Quest Diagnostics Inc

Healthcare
142K
+ 6.61%
N/A
2.29M $314M
VHT
Vanguard Health Care ETF

ETFs
11.2K
+ 0.77%
$239.12 - $259.95 $2.68M - $2.91M
1.47M $383M
ILF
Ishares Latin America 40 ETF

ETFs
334K
+ 9.18%
$24.77 - $28.98 $8.26M - $9.67M
3.97M $115M
CVI
Cvr Energy Inc

Energy
336K
+ 45.98%
$24.93 - $36.82 $8.38M - $12.4M
1.07M $38.9M
CVLT
Commvault Systems Inc

Technology
37.5K
+ 4.45%
$163.43 - $195.41 $6.12M - $7.32M
879K $166M
BGNE
Bei Gene, Ltd.

Healthcare
84.8K
+ 31.59%
N/A
353K $80.1M
HST
Host Hotels & Resorts, Inc.

Real Estate
321K
+ 3.91%
$15.27 - $17.68 $4.91M - $5.68M
8.54M $145M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
350K
+ 10.55%
$50.09 - $50.73 $17.5M - $17.7M
3.66M $185M
BSCV
Invesco ETF Self Indexed Fd Tr
1.11M
+ 38.06%
$16.39 - $16.83 $18.2M - $18.7M
4.03M $67.3M
HQH
Tekla Healthcare Investors

Financial Services
416K
+ 10.97%
$15.58 - $18.46 $6.47M - $7.67M
4.2M $77.6M
APPN
Appian Corp

Technology
602K
+ 94.46%
$26.95 - $33.69 $16.2M - $20.3M
1.24M $37.9M
FNDE
Schwab Fundamental Emerging Mk

ETFs
301K
+ 12.05%
$33.13 - $36.31 $9.97M - $10.9M
2.8M $101M
WCC
Wesco International Inc

Industrials
10.2K
+ 1.63%
$189.22 - $227.19 $1.94M - $2.33M
639K $135M
PR
Permian Resources Corporation

Energy
1.8M
+ 33.66%
$12.8 - $14.51 $23.1M - $26.2M
7.16M $91.7M
UUUU
Energy Fuels Inc

Energy
75K
+ 4.12%
$5.59 - $17.26 $419K - $1.29M
1.89M $29.1M
DK
Delek Us Holdings, Inc.

Energy
22K
+ 1.37%
$20.04 - $33.59 $441K - $738K
1.63M $52.6M
VVV
Valvoline Inc

Energy
680K
+ 22.42%
$35.02 - $40.67 $23.8M - $27.7M
3.71M $133M
VITL
Vital Farms, Inc.

Consumer Defensive
387K
+ 40.33%
$35.27 - $52.41 $13.7M - $20.3M
1.35M $55.5M
NTNX
Nutanix, Inc.

Technology
326K
+ 11.44%
$66.06 - $81.12 $21.5M - $26.5M
3.18M $236M
NEU
Newmarket Corp

Basic Materials
10.5K
+ 14.85%
$680.5 - $848.94 $7.13M - $8.89M
81K $67.1M
BNDX
Vanguard Total International B

ETFs
374K
+ 9.61%
$49.0 - $49.51 $18.3M - $18.5M
4.27M $211M
CIVI
Civitas Resources, Inc.

Energy
380K
+ 32.05%
$27.85 - $37.37 $10.6M - $14.2M
1.56M $50.8M
IP
International Paper CO

Consumer Cyclical
449K
+ 7.29%
$45.32 - $55.68 $20.3M - $25M
6.61M $307M
BOND
Pimco Active Bond Exchange Tra

ETFs
159K
+ 5.67%
$90.83 - $93.81 $14.4M - $14.9M
2.96M $276M
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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