Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRI
Carters Inc

Consumer Cyclical
132K
+ 9.53%
$23.65 - $33.93 $3.13M - $4.49M
1.52M $43M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
69.5K
+ 9.65%
$16.11 - $16.79 $1.12M - $1.17M
790K $12.8M
VTOL
Bristow Group Inc.

Energy
4.51K
+ 1.54%
$33.13 - $38.61 $150K - $174K
297K $10.7M
BCV
Bancroft Fund LTD

Financial Services
35.2K
+ 33.47%
$18.88 - $22.19 $664K - $780K
140K $3.06M
RWM
Proshares Short Russell2000

ETFs
66.6K
+ 265.27%
$16.7 - $18.97 $1.11M - $1.26M
91.7K $1.54M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
43.3K
+ 1.32%
$22.19 - $22.44 $960K - $971K
3.32M $74.4M
OFG
Ofg Bancorp

Financial Services
16.4K
+ 3.19%
$41.72 - $45.47 $683K - $745K
530K $23M
GDL
Gdl Fund

Financial Services
118K
+ 41.31%
$8.21 - $8.62 $966K - $1.01M
402K $3.44M
RYI
Ryerson Holding Corp

Industrials
34.5K
+ 16.49%
$20.6 - $24.55 $711K - $848K
244K $5.58M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
4.19K
+ 2.43%
$56.19 - $62.9 $236K - $264K
177K $10.9M
MASS
908 Devices Inc.

Healthcare
17.4K
+ 3.15%
$5.44 - $8.76 $94.8K - $153K
572K $5.01M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
20.1K
+ 5.1%
$23.55 - $24.8 $474K - $499K
415K $10.3M
AVD
American Vanguard Corp

Basic Materials
39.7K
+ 8.77%
$3.36 - $5.81 $133K - $230K
492K $2.82M
STBA
S&T Bancorp Inc

Financial Services
30.3K
+ 7.87%
$35.73 - $40.0 $1.08M - $1.21M
414K $15.6M
DUOT
Duos Technologies Group, Inc.

Technology
137K
+ 82.38%
$6.0 - $8.21 $820K - $1.12M
302K $2.23M
HBCP
Home Bancorp, Inc.

Financial Services
17.6K
+ 62.4%
$50.06 - $56.97 $883K - $1.01M
45.9K $2.5M
MTRX
Matrix Service CO

Industrials
88.1K
+ 43.24%
$12.27 - $15.74 $1.08M - $1.39M
292K $3.78M
FIVN
Five9, Inc.

Technology
126K
+ 14.17%
$24.05 - $29.16 $3.04M - $3.69M
1.02M $24.6M
BOOM
Dmc Global Inc.

Energy
113K
+ 60.27%
$5.85 - $8.87 $659K - $999K
300K $2.53M
VYGR
Voyager Therapeutics, Inc.

Healthcare
36.2K
+ 6.43%
$2.96 - $4.71 $107K - $171K
600K $2.77M
FYT
First Trust Small Cap

ETFs
2.68K
+ 1.71%
$50.45 - $57.45 $135K - $154K
160K $8.95M
FVAL
Fidelity Covington Tr Value Fa

ETFs
5.84K
+ 4.81%
$63.74 - $69.18 $372K - $404K
127K $8.77M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
265K
+ 4.39%
$9.36 - $9.87 $2.48M - $2.61M
6.3M $59.9M
JPEM
Jp Morgan Diversified Return

ETFs
6.29K
+ 2.56%
$56.25 - $59.87 $354K - $377K
252K $14.9M
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
137K
+ 56.18%
$9.7 - $11.47 $1.33M - $1.57M
380K $3.69M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
17.6K
+ 3.75%
$50.79 - $67.47 $893K - $1.19M
486K $25.1M
RMR
Rmr Group Inc.

Real Estate
74.9K
+ 24.82%
$15.46 - $17.72 $1.16M - $1.33M
377K $5.92M
TRIN
Trinity Capital Inc.

Financial Services
38.8K
+ 14.02%
$14.03 - $16.47 $544K - $639K
316K $4.89M
PRA
Proassurance Corp

Financial Services
23.4K
+ 6.44%
$22.83 - $24.04 $535K - $563K
387K $9.28M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
140K
+ 15.45%
$11.41 - $12.19 $1.59M - $1.7M
1.04M $11.9M
SXC
Sun Coke Energy, Inc.

Basic Materials
170K
+ 18.04%
$7.23 - $8.83 $1.23M - $1.5M
1.11M $9.07M
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
169K
+ 20.18%
$0.87 - $1.79 $147K - $302K
1.01M $1.74M
IWX
Ishares Tr Russell 200 Value E

ETFs
3.47K
+ 1.91%
$83.04 - $87.88 $288K - $305K
185K $16.3M
LDI
Loan Depot, Inc.

Financial Services
193K
+ 94.3%
$1.28 - $4.56 $246K - $878K
397K $1.22M
QAT
Ishares Tr Ishares Msci Qatar

ETFs
47.6K
+ 180.28%
$18.56 - $20.56 $883K - $978K
74K $1.44M
SWBI
Smith & Wesson Brands, Inc.

Industrials
71.9K
+ 33.73%
$7.74 - $9.83 $557K - $707K
285K $2.8M
GEF
Greif, Inc

Consumer Cyclical
29.8K
+ 18.66%
$58.87 - $69.85 $1.76M - $2.08M
190K $11.3M
BSJR
Invesco Indx Tr

ETFs
40.2K
+ 3.9%
$22.64 - $22.85 $910K - $919K
1.07M $24.4M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
38.2K
+ 2.25%
$9.6 - $10.5 $367K - $401K
1.74M $18M
VCIF
Vertical Capital Income Fund

Financial Services
114K
+ 22.49%
N/A
622K $5.1M
DOG
Proshares Short Dow30 ETF New

ETFs
38.6K
+ 2738.78%
$24.34 - $25.93 $939K - $1M
40K $972K
HYLB
Xtrackers Usd High Yield Corp

ETFs
22.2K
+ 3.8%
$36.55 - $37.16 $813K - $827K
608K $22.6M
AUTL
Autolus Therapeutics PLC

Healthcare
751K
+ 162.38%
$1.27 - $2.68 $954K - $2.01M
1.21M $1.99M
UMH
Umh Properties, Inc.

Real Estate
124K
+ 26.26%
$14.69 - $17.34 $1.83M - $2.16M
598K $8.87M
RM
Regional Management Corp.

Financial Services
11K
+ 21.67%
$29.2 - $45.54 $322K - $502K
61.8K $2.41M
ALLO
Allogene Therapeutics, Inc.

Healthcare
690K
+ 113.34%
$1.03 - $1.66 $711K - $1.15M
1.3M $1.61M
CNXN
Pc Connection Inc

Technology
24.8K
+ 15.29%
$58.97 - $67.71 $1.46M - $1.68M
187K $11.6M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
37.8K
+ 5.04%
$10.68 - $11.59 $404K - $438K
788K $9.13M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
90.2K
+ 3.75%
N/A
2.49M $25.3M
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
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