Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HWC
Hancock Whitney Corp

Financial Services
20.4K
+ 2.63%
$57.63 - $64.31 $1.17M - $1.31M
795K $49.8M
WTMF
Wisdomtree Tr Managed Futures

ETFs
67.9K
+ 6.42%
$35.27 - $37.96 $2.39M - $2.58M
1.13M $42.6M
CARS
Cars.Com Inc.

Consumer Cyclical
403K
+ 47.2%
$11.77 - $13.79 $4.74M - $5.55M
1.26M $15.3M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
120K
+ 6.62%
$37.5 - $40.3 $4.49M - $4.83M
1.93M $77M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
355K
+ 10.41%
$10.9 - $11.58 $3.87M - $4.11M
3.76M $43.3M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
219K
+ 53.28%
$20.22 - $21.71 $4.43M - $4.75M
630K $13.6M
BKU
Bank United, Inc.

Financial Services
76.1K
+ 8.6%
$35.63 - $39.55 $2.71M - $3.01M
961K $36.7M
GSHD
Goosehead Insurance, Inc.

Financial Services
145K
+ 80.43%
$73.5 - $104.57 $10.6M - $15.1M
324K $24.1M
DLX
Deluxe Corp

Communication Services
158K
+ 26.16%
$15.59 - $20.08 $2.47M - $3.18M
764K $14.8M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
53.1K
+ 39.06%
$43.27 - $59.01 $2.3M - $3.13M
189K $11.2M
GIS
General Mills Inc

Consumer Defensive
358K
+ 3.85%
$48.44 - $53.83 $17.3M - $19.3M
9.64M $486M
CSM
Proshares Large Cap Core Plus

ETFs
2.45K
+ 0.3%
$70.54 - $76.83 $172K - $188K
814K $62.3M
VVI
Viad Corp

Industrials
125K
+ 56.52%
N/A
347K $14.2M
XMTR
Xometry, Inc.

Industrials
22.1K
+ 11.67%
$30.97 - $55.91 $684K - $1.24M
211K $11.5M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
262K
+ 6.89%
$10.78 - $11.84 $2.82M - $3.1M
4.06M $47.3M
APAM
Artisan Partners Asset Management Inc.

Financial Services
156K
+ 8.49%
$43.4 - $48.34 $6.76M - $7.53M
1.99M $86.5M
BSY
Bentley Systems Inc

Technology
300K
+ 7.19%
$51.48 - $58.72 $15.4M - $17.6M
4.46M $230M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
30.1K
+ 2.96%
$79.89 - $83.25 $2.4M - $2.5M
1.04M $86.4M
CATH
Global X Fds Global X S&P 500

ETFs
31.4K
+ 7.11%
$75.38 - $81.32 $2.36M - $2.55M
473K $38.3M
DYN
Dyne Therapeutics, Inc.

Healthcare
56.8K
+ 4.17%
$8.18 - $14.22 $465K - $808K
1.42M $18M
BDC
Belden Inc.

Technology
30.1K
+ 10.07%
$115.58 - $133.49 $3.48M - $4.02M
330K $39.6M
INDB
Independent Bank Corp

Financial Services
16.4K
+ 2.69%
$62.06 - $72.84 $1.02M - $1.19M
625K $43.3M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
35.9K
+ 11.04%
$99.08 - $103.57 $3.55M - $3.71M
361K $37.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
11.4K
+ 2.58%
$79.39 - $90.39 $904K - $1.03M
454K $40.2M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
149K
+ 5.35%
$22.83 - $23.85 $3.39M - $3.55M
2.93M $69.7M
WETF
Wisdom Tree Investments, Inc.

Financial Services
901K
+ 37.96%
N/A
3.28M $17.9M
ILCB
Ishares Morningstar U.S. Equit

ETFs
15.3K
+ 2.91%
$85.66 - $92.67 $1.31M - $1.42M
541K $50M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
102K
+ 8.72%
$31.78 - $33.69 $3.24M - $3.44M
1.27M $42M
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
351K
+ 88.84%
$9.2 - $11.93 $3.23M - $4.18M
746K $8.89M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
24.3K
+ 5.44%
$92.97 - $100.18 $2.26M - $2.43M
471K $46.8M
PML
Pimco Municipal Income Fund Ii

Financial Services
530K
+ 36.35%
$7.11 - $7.91 $3.77M - $4.2M
1.99M $15.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
39.7K
+ 1.54%
$27.61 - $29.15 $1.1M - $1.16M
2.61M $76.1M
VRNT
Verint Systems Inc

Technology
149K
+ 13.39%
N/A
1.26M $41.1M
FORM
Formfactor Inc

Technology
73.7K
+ 6.88%
$27.62 - $37.7 $2.04M - $2.78M
1.14M $41.7M
JANX
Janux Therapeutics, Inc.

Healthcare
180K
+ 56.98%
$21.77 - $27.75 $3.92M - $4.99M
496K $12.1M
DXPE
Dxp Enterprises Inc

Industrials
12.6K
+ 11.93%
$89.1 - $125.82 $1.12M - $1.59M
118K $14.1M
LPG
Dorian Lpg Ltd.

Energy
88.8K
+ 22.2%
$24.6 - $32.7 $2.19M - $2.9M
489K $14.6M
RNST
Renasant Corp

Financial Services
115K
+ 19.29%
$35.52 - $39.77 $4.08M - $4.57M
711K $26.2M
DX
Dynex Capital Inc

Real Estate
387K
+ 52.32%
$11.85 - $12.93 $4.59M - $5.01M
1.13M $13.9M
ICHR
Ichor Holdings, Ltd.

Technology
332K
+ 69.24%
$14.06 - $23.75 $4.67M - $7.89M
812K $14.2M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
200K
+ 20.73%
$10.38 - $13.59 $2.08M - $2.72M
1.16M $15.4M
REG
Regency Centers Corp

Real Estate
20.9K
+ 1.07%
$68.62 - $73.81 $1.43M - $1.54M
1.97M $144M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
353K
+ 96.02%
$11.06 - $12.41 $3.91M - $4.38M
721K $8.95M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
5.5K
+ 0.52%
$47.78 - $52.76 $263K - $290K
1.05M $54.9M
STVN
Stevanato Group S.P.A.

Healthcare
181K
+ 251.72%
$21.65 - $27.95 $3.91M - $5.05M
253K $6.5M
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
100K
+ 4999950.0%
$46.82 - $47.39 $4.68M - $4.74M
100K $4.73M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
92.9K
+ 1.2%
$11.15 - $11.87 $1.04M - $1.1M
7.84M $91M
UBSI
United Bankshares Inc

Financial Services
102K
+ 8.81%
$35.03 - $38.73 $3.59M - $3.97M
1.27M $47.1M
KB
Kb Financial Group Inc.

Financial Services
52.9K
+ 5.37%
$77.68 - $90.36 $4.11M - $4.78M
1.04M $86.1M
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