Morgan Stanley
TZA icon

Morgan Stanley’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Morgan Stanley’s Portfolio TZA Stock Details TZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$173K Buy
2,460
+1,460
+146% +$94.9K ﹤0.01% 5934
2025
Q4 		$75.1K Sell
1,000
-4,160
-81% -$321K ﹤0.01% 6295
2025
Q3 		$424K Buy
5,160
+1,200
+30% +$118K ﹤0.01% 5573
2025
Q2 		$470K Buy
3,960
+1,457
+58% +$223K ﹤0.01% 5486
2025
Q1 		$426K Buy
2,503
+1,699
+211% +$235K ﹤0.01% 5402
2024
Q4 		$104K Sell
804
-932
-54% -$114K ﹤0.01% 6044
2024
Q3 		$234K Buy
1,736
+1,221
+237% +$189K ﹤0.01% 5694
2024
Q2 		$95.5K Sell
515
-2,618
-84% -$496K ﹤0.01% 5977
2024
Q1 		$526K Sell
3,133
-6,891
-69% -$1.39M ﹤0.01% 5285
2023
Q4 		$2M Buy
10,024
+8,367
+505% +$2.5M ﹤0.01% 4926
2023
Q3 		$513K Sell
1,657
-6,789
-80% -$1.79M ﹤0.01% 5159
2023
Q2 		$2.22M Buy
8,446
+7,001
+484% +$2.18M ﹤0.01% 4363
2023
Q1 		$450K Buy
1,445
+900
+165% +$268K ﹤0.01% 5319
2022
Q4 		$192K Sell
545
-206
-27% -$71.8K ﹤0.01% 5685
2022
Q3 		$346K Sell
751
-185
-20% -$67.8K ﹤0.01% 5457
2022
Q2 		$437K Sell
936
-910
-49% -$365K ﹤0.01% 5485
2022
Q1 		$566K Sell
1,846
-706
-28% -$236K ﹤0.01% 5335
2021
Q4 		$690K Sell
2,552
-621
-20% -$169K ﹤0.01% 5350
2021
Q3 		$979K Buy
3,173
+1,671
+111% +$515K ﹤0.01% 5054
2021
Q2 		$430K Buy
1,502
+1,020
+212% +$321K ﹤0.01% 5622
2021
Q1 		$164K Sell
482
-114
-19% -$43.6K ﹤0.01% 5769
2020
Q4 		$328K Sell
596
-372
-38% -$317K ﹤0.01% 5321
2020
Q3 		$1.31M Buy
968
+605
+167% +$859K ﹤0.01% 4012
2020
Q2 		$615K Buy
363
+110
+43% +$300K ﹤0.01% 4494
2020
Q1 		$1.2M Sell
253
-1,781
-88% -$6.91M ﹤0.01% 3812
2019
Q4 		$5.72M Buy
2,034
+318
+19% +$1.05M ﹤0.01% 3050
2019
Q3 		$6.45M Buy
1,716
+1,559
+993% +$5.93M ﹤0.01% 2600
2019
Q2 		$572K Sell
157
-40
-20% -$153K ﹤0.01% 4537
2019
Q1 		$778K Buy
197
+125
+174% +$536K ﹤0.01% 4276
2018
Q4 		$438K Sell
72
-111
-61% -$529K ﹤0.01% 4866
2018
Q3 		$615K Buy
+183
New +$619K ﹤0.01% 4876
2018
Q2 		– Sell
-43
Closed -$203K – 6753
2018
Q1 		$203K Buy
+43
New +$200K ﹤0.01% 5459
2017
Q4 		– Sell
-42
Closed -$229K – 6652
2017
Q3 		$229K Sell
42
-68
-62% -$440K ﹤0.01% 5289
2017
Q2 		$718K Sell
110
-114
-51% -$798K ﹤0.01% 4599
2017
Q1 		$1.62M Buy
224
+93
+71% +$700K ﹤0.01% 4005
2016
Q4 		$1.04M Buy
131
+105
+404% +$1.03M ﹤0.01% 4430
2016
Q3 		$281K Sell
26
-59
-69% -$698K ﹤0.01% 4841
2016
Q2 		$1.23M Buy
85
+4
+5% +$63.6K ﹤0.01% 3822
2016
Q1 		$1.39M Sell
81
-396
-83% -$8.8M ﹤0.01% 3650
2015
Q4 		$8.59M Buy
477
+465
+3,875% +$8.12M ﹤0.01% 2126
2015
Q3 		$259K Buy
12
+4
+50% +$70.1K ﹤0.01% 4967
2015
Q2 		$116K Buy
8
+6
+300% +$94.5K ﹤0.01% 5507
2015
Q1 		$25K Sell
2
-40
-95% -$734K ﹤0.01% 5993
2014
Q4 		$812K Sell
42
-21
-33% -$486K ﹤0.01% 4319
2014
Q3 		$1.7M Sell
63
-85
-57% -$2.06M ﹤0.01% 3575
2014
Q2 		$3.31M Buy
148
+51
+53% +$1.34M ﹤0.01% 3056
2014
Q1 		$2.43M Sell
97
-7
-7% -$186K ﹤0.01% 3249
2013
Q4 		$2.81M Buy
104
+18
+21% +$576K ﹤0.01% 3109
2013
Q3 		$3.12M Buy
+86
New +$3.52M ﹤0.01% 2870

Other funds holding TZA

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley's TZA Position: Q1 2026 in Review

Morgan Stanley increased its Direxion Daily Small Cap Bear 3x ETF (TZA) stake by 146% in Q1 2026, buying an estimated $94.9K and bringing the position to 2,460 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #5934.

Morgan Stanley first reported a position in TZA in Q3 2013 and has held it in 49 quarters since. The position peaked at $8.59M in Q4 2015. 36 funds tracked by Wall St. Rank hold TZA as of Q1 2026.

  • Morgan Stanley held 2,460 shares of Direxion Daily Small Cap Bear 3x ETF worth $173K as of Q1 2026.
  • Morgan Stanley bought 1,460 Direxion Daily Small Cap Bear 3x ETF shares in Q1 2026, an estimated $94.9K.
  • Direxion Daily Small Cap Bear 3x ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5934 holding.
  • Morgan Stanley first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q3 2013 and has held it in 49 quarters since.
  • Morgan Stanley's Direxion Daily Small Cap Bear 3x ETF position peaked at $8.59M in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.