Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PKB
Invesco Exchange Traded Fd Tr

ETFs
9.35K
+ 9.54%
$81.29 - $95.6 $760K - $894K
107K $10.3M
KNOP
Knot Offshore Partners LP

Industrials
15K
+ 1.72%
$6.26 - $9.44 $93.8K - $141K
888K $7.83M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
13.5K
+ 1.58%
$61.4 - $65.41 $830K - $884K
871K $55.9M
BELFB
Bel Fuse Inc.

Technology
7.12K
+ 22.93%
$95.52 - $150.97 $680K - $1.07M
38.2K $5.38M
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
290K
+ 32.2%
$5.86 - $6.56 $1.7M - $1.9M
1.19M $7.69M
FDMO
Fidelity Covington Tr Momentum

ETFs
26.6K
+ 153.45%
$75.0 - $83.29 $2M - $2.22M
44K $3.66M
NEO
Neogenomics Inc

Healthcare
170K
+ 6.81%
$4.84 - $8.81 $821K - $1.49M
2.66M $20.5M
KBA
Kraneshares Bosera Msci China

ETFs
15.7K
+ 4.9%
$24.26 - $30.07 $381K - $473K
336K $10.1M
UHAL
Amerco

Industrials
46.8K
+ 45.92%
$55.87 - $63.85 $2.62M - $2.99M
149K $8.5M
IMCR
Immunocore Holdings PLC

Healthcare
31.3K
+ 13.17%
$31.87 - $37.2 $998K - $1.17M
269K $9.78M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
15.3K
+ 2.26%
$53.93 - $57.58 $825K - $881K
692K $39.1M
IXC
Ishares Tr Global Energy ETF

ETFs
6.44K
+ 0.78%
$39.45 - $42.95 $254K - $277K
832K $34.7M
WDH
Waterdrop Inc.

Financial Services
245K
+ 7.24%
$1.35 - $2.04 $331K - $500K
3.63M $6.86M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
121K
+ 12.32%
$12.52 - $13.45 $1.51M - $1.62M
1.1M $14.7M
RXI
Ishares Tr

ETFs
5.05K
+ 7.67%
$186.06 - $207.93 $939K - $1.05M
70.9K $14.7M
MBWM
Mercantile Bank Corp

Financial Services
54.3K
+ 47.69%
$44.05 - $49.92 $2.39M - $2.71M
168K $7.56M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
56.1K
+ 9.7%
$31.73 - $33.71 $1.78M - $1.89M
634K $21.3M
MLPX
Global X Mlp & Energy Infrastr

ETFs
28.3K
+ 0.29%
$59.5 - $62.99 $1.69M - $1.79M
9.9M $621M
NNDM
Nano Dimension Ltd.

Technology
1.49M
+ 93.45%
$1.33 - $1.61 $1.98M - $2.39M
3.08M $4.83M
BUG
Global X Fds Cybersecurity ETF

ETFs
124K
+ 11.12%
$32.23 - $37.41 $4M - $4.65M
1.24M $43.7M
GABC
German American Bancorp, Inc.

Financial Services
54.7K
+ 47.15%
$37.61 - $41.96 $2.06M - $2.29M
171K $6.7M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
9.94K
+ 2.65%
$51.33 - $58.15 $510K - $578K
384K $21.7M
DBAW
Xtrackers Msci All World Ex Us

ETFs
41.3K
+ 19.27%
$36.61 - $39.41 $1.51M - $1.63M
256K $10.1M
PTF
Invesco Exchange Traded Fd Tr

ETFs
5.06K
+ 1.79%
$65.69 - $76.84 $332K - $388K
288K $21.6M
PCEF
Invesco Cef Income Composite E

ETFs
64.4K
+ 2.96%
$19.5 - $20.24 $1.26M - $1.3M
2.24M $44.7M
LIVN
Liva Nova PLC

Healthcare
2.52K
+ 0.89%
$41.13 - $58.72 $104K - $148K
286K $15M
EWX
Spdr S&P Emerging Markets Smal

ETFs
12.7K
+ 4.94%
$61.93 - $68.12 $789K - $868K
271K $18.2M
IBND
Spdr Bloomberg International C

ETFs
70.3K
+ 34.91%
$31.45 - $32.68 $2.21M - $2.3M
272K $8.77M
DAR
Darling Ingredients Inc.

Consumer Defensive
536K
+ 26.43%
$29.74 - $39.45 $16M - $21.2M
2.57M $79.2M
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
74.7K
+ 13.1%
$4.19 - $7.49 $313K - $560K
645K $4.78M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
30.7K
+ 25.87%
$68.92 - $72.06 $2.11M - $2.21M
149K $10.5M
WAFD
Washington Federal Inc

Financial Services
52.4K
+ 8.76%
$28.87 - $31.95 $1.51M - $1.67M
650K $19.7M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
12.3K
+ 1.66%
$43.8 - $46.03 $540K - $567K
754K $34.7M
ESEA
Euroseas Ltd.

Industrials
32.4K
+ 166.73%
$45.6 - $65.06 $1.48M - $2.11M
51.9K $3.05M
CSAN
Cosan S.A.

Energy
583K
+ 52.09%
$3.81 - $5.95 $2.22M - $3.47M
1.7M $7.83M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
18.2K
+ 11.22%
$74.73 - $80.82 $1.36M - $1.47M
181K $14.4M
THS
Tree House Foods, Inc.

Consumer Defensive
83K
+ 13.49%
$15.91 - $21.44 $1.32M - $1.78M
698K $14.1M
IVR
Invesco Mortgage Capital Inc.

Real Estate
300K
+ 82.42%
$7.23 - $8.07 $2.17M - $2.42M
663K $5.01M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
3.95K
+ 0.86%
$61.83 - $67.07 $244K - $265K
463K $30.5M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
90.7K
+ 2.38%
$22.84 - $22.95 $2.07M - $2.08M
3.9M $89.4M
STN
Stantec Inc

Industrials
25.1K
+ 4.04%
$105.75 - $112.26 $2.65M - $2.81M
646K $69.6M
SCHR
Schwab Intermediate Term Us Tr

ETFs
80.3K
+ 6.36%
$24.69 - $25.26 $1.98M - $2.03M
1.34M $33.7M
VIV
Telefonica Brasil S.A.

Communication Services
108K
+ 19.22%
$10.79 - $12.8 $1.17M - $1.39M
672K $8.56M
FINX
Global X Fds Fintech ETF (De)

ETFs
68.5K
+ 30.52%
$32.53 - $35.28 $2.23M - $2.42M
293K $9.82M
ISCB
International Speedway Corp

ETFs
7.61K
+ 2.09%
$58.42 - $64.36 $445K - $490K
371K $23.3M
IMAX
Imax Corp

Communication Services
13K
+ 3.69%
$24.51 - $32.75 $317K - $424K
364K $11.9M
MPAA
Motorcar Parts America Inc

Consumer Cyclical
24.2K
+ 7.44%
$10.15 - $17.41 $245K - $421K
349K $5.74M
RZLT
Rezolute, Inc.

Healthcare
101K
+ 42.49%
$4.42 - $9.34 $445K - $941K
338K $3.14M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
19.1K
+ 29.93%
$80.0 - $88.06 $1.53M - $1.68M
82.8K $7.22M
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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