Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$2.4B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.37B |
| 3 |
Invesco MSCI USA ETF
PBUS
|
+$1.52B |
| 4 |
Synopsys
SNPS
|
+$1.47B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.26B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$2.63B |
| 2 |
Tesla
TSLA
|
+$2.46B |
| 3 |
Aon
AON
|
+$1.21B |
| 4 |
Oracle
ORCL
|
+$1.04B |
| 5 |
Apple
AAPL
|
+$925M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.08% |
| 2 | Financials | 11.07% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Communication Services | 7.49% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NTZ
5526
Natuzzi
NTZ
$15.3M
| $338K | ﹤0.01% |
105,066
-1,300
| -1% | -$4.03K |
|
5527
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$552M
| $338K | ﹤0.01% |
6,431
+68
| +1% | +$3.48K |
|
5528
Stellus Capital Investment Corp
SCM
$210M
| $336K | ﹤0.01% |
25,763
-122,899
| -83% | -$1.77M |
|
5529
American Resources Corp
AREC
$184M
| $335K | ﹤0.01% |
124,041
+81,156
| +189% | +$139K |
|
|
CMU
5530
DELISTED
MFS High Yield Municipal Trust
CMU
| $334K | ﹤0.01% |
96,371
-1,988
| -2% | -$6.62K |
|
5531
Citizens Financial Services
CZFS
$370M
| $333K | ﹤0.01% |
5,531
-3,685
| -40% | -$220K |
|
5532
Mammoth Energy Services
TUSK
$129M
| $333K | ﹤0.01% |
145,300
-39,960
| -22% | -$98.4K |
|
5533
JPMorgan Equity Focus ETF
JPEF
$1.97B
| $333K | ﹤0.01% |
4,489
+4,454
| +12,726% | +$321K |
|
5534
State Street Fixed Income Sector Rotation ETF
FISR
$491M
| $331K | ﹤0.01% |
+12,722
| New | +$328K |
|
|
AVR
5535
Anteris Technologies
AVR
$817M
| $331K | ﹤0.01% |
73,608
+2,181
| +3% | +$8.55K |
|
|
PTNM
5536
DELISTED
Pitanium Ltd
PTNM
| $327K | ﹤0.01% |
+26,764
| New | +$126K |
|
5537
Radcom
RDCM
$221M
| $327K | ﹤0.01% |
22,538
+2,554
| +13% | +$34.8K |
|
5538
Banco Bradesco
BBDO
$34.8B
| $325K | ﹤0.01% |
111,002
+23,281
| +27% | +$61.6K |
|
5539
Fidelity Fundamental Large Cap Growth ETF
FFLG
$572M
| $324K | ﹤0.01% |
11,001
+1,594
| +17% | +$44.7K |
|
|
BFIN
5540
DELISTED
BankFinancial
BFIN
| $324K | ﹤0.01% |
26,922
-15,743
| -37% | -$187K |
|
5541
PLAYSTUDIOS Inc
MYPS
$77.7M
| $324K | ﹤0.01% |
336,457
-408,136
| -55% | -$439K |
|
|
TIXT
5542
DELISTED
TELUS International
TIXT
| $324K | ﹤0.01% |
72,213
-678,962
| -90% | -$2.75M |
|
|
SWZ
5543
Swiss Helvetia Fund
SWZ
$76.5M
| $323K | ﹤0.01% |
53,151
-3,284
| -6% | -$20.2K |
|
|
SIFY
5544
Sify Technologies
SIFY
$1.02B
| $323K | ﹤0.01% |
23,654
-25,513
| -52% | -$216K |
|
5545
XBiotech
XBIT
$69.8M
| $323K | ﹤0.01% |
121,453
+35,648
| +42% | +$106K |
|
5546
Clarus
CLAR
$127M
| $322K | ﹤0.01% |
91,947
-33,777
| -27% | -$122K |
|
5547
ProShares UltraShort S&P500
SDS
$421M
| $321K | ﹤0.01% |
4,444
+2,817
| +173% | +$221K |
|
|
NNNN
5548
Anbio Biotechnology
NNNN
$430M
| $321K | ﹤0.01% |
8,610
+8,210
| +2,053% | +$369K |
|
5549
Motley Fool Global Opportunities ETF
TMFG
$353M
| $320K | ﹤0.01% |
10,690
-604
| -5% | -$18.4K |
|
5550
Hycroft Mining Holding Corp
HYMC
$1.81B
| $319K | ﹤0.01% |
51,394
+46,224
| +894% | +$206K |
|
Similar funds
Morgan Stanley's Q3 2025 Portfolio in Review
As of Q3 2025, Morgan Stanley held 8,451 positions worth $1.65T, up 7.6% from $1.54T the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Morgan Stanley's Q3 2025 filing shows 366 new, 3,476 increased, 3,386 reduced and 291 closed positions. Its largest new stake was Paramount Skydance Corp: 14,829,379 shares worth $281M. The largest sale was Alphabet (Google) Class A, an estimated $2.63B.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Financials and Consumer Discretionary.
- Morgan Stanley's largest Q3 2025 buy was Paramount Skydance Corp: 14,829,379 shares worth $281M.
- Morgan Stanley added most to Invesco QQQ Trust in Q3 2025, an estimated $2.4B increase.
- Morgan Stanley's biggest Q3 2025 reduction was Alphabet (Google) Class A, cutting an estimated $2.63B.
- Morgan Stanley fully exited Paramount Global Class B in Q3 2025, selling an estimated $521M.
- Morgan Stanley's ten largest holdings make up 22% of its $1.65T portfolio in Q3 2025.
- Morgan Stanley opened 366 new positions and closed 291 in Q3 2025.
- Morgan Stanley's portfolio value rose 7.6% quarter-over-quarter to $1.65T.
Based on Morgan Stanley's 13F filing for Q3 2025, filed 14 Nov 2025.