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 | |
|---|---|---|---|---|---|---|
5701
Vor Biopharma
VOR
$1.05B
| $217K | ﹤0.01% |
4,456
+4,431
| +17,724% | +$178K |
|
5702
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.87B
| $214K | ﹤0.01% |
3,379
-463
| -12% | -$28.6K |
|
5703
Riskified
RSKD
$702M
| $214K | ﹤0.01% |
45,683
+27,439
| +150% | +$135K |
|
5704
SuperCom
SPCB
$69.2M
| $213K | ﹤0.01% |
17,709
+17,702
| +252,886% | +$180K |
|
5705
NexGel
NXGL
$4.03M
| $213K | ﹤0.01% |
87,104
-34,450
| -28% | -$84.7K |
|
|
MURA
5706
DELISTED
Mural Oncology
MURA
| $211K | ﹤0.01% |
102,173
+81,551
| +395% | +$175K |
|
|
QIPT
5707
DELISTED
Quipt Home Medical
QIPT
| $211K | ﹤0.01% |
80,947
+2,870
| +4% | +$6.63K |
|
|
DFSD
5708
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.08B
| $211K | ﹤0.01% |
4,369
+4,327
| +10,302% | +$208K |
|
5709
Sutro Biopharma
STRO
$398M
| $210K | ﹤0.01% |
24,189
-1,671
| -6% | -$14.2K |
|
5710
Tiziana Life Sciences
TLSA
$116M
| $210K | ﹤0.01% |
97,102
+23,831
| +33% | +$44.1K |
|
|
KG
5711
Kestrel Group
KG
$70.1M
| $210K | ﹤0.01% |
7,678
+1,059
| +16% | +$28.1K |
|
|
PAL
5712
Proficient Auto Logistics
PAL
$195M
| $209K | ﹤0.01% |
30,339
-9,319
| -23% | -$68.6K |
|
5713
SoFi Select 500 ETF
SFY
$650M
| $208K | ﹤0.01% |
1,610
+96
| +6% | +$11.8K |
|
5714
InspireMD
NSPR
$32.3M
| $207K | ﹤0.01% |
86,011
-8,130
| -9% | -$19.7K |
|
|
OPPE
5715
WisdomTree European Opportunities Fund
OPPE
$285M
| $207K | ﹤0.01% |
4,233
+740
| +21% | +$35.3K |
|
|
RPT
5716
Rithm Property Trust
RPT
$92.3M
| $207K | ﹤0.01% |
13,668
-11,876
| -46% | -$188K |
|
|
IMDX
5717
Insight Molecular Diagnostics
IMDX
$152M
| $207K | ﹤0.01% |
62,208
| – | – |
|
5718
Torrid Holdings
CURV
$257M
| $206K | ﹤0.01% |
117,871
+74,277
| +170% | +$171K |
|
5719
New England Realty Associates
NEN
$197M
| $206K | ﹤0.01% |
2,874
| – | – |
|
5720
Aemetis
AMTX
$109M
| $206K | ﹤0.01% |
91,566
-20,719
| -18% | -$55K |
|
|
SFBC
5721
Sound Financial Bancorp
SFBC
$107M
| $205K | ﹤0.01% |
4,461
+1,003
| +29% | +$46.8K |
|
5722
Belpointe PREP
OZ
$178M
| $204K | ﹤0.01% |
3,195
-28
| -0.9% | -$1.79K |
|
5723
Eastern Company
EML
$146M
| $204K | ﹤0.01% |
8,714
-2,326
| -21% | -$55.1K |
|
5724
EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
$114M
| $204K | ﹤0.01% |
6,470
| – | – |
|
5725
Innovator US Equity Power Buffer ETF March
PMAR
$756M
| $204K | ﹤0.01% |
4,644
| – | – |
|
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.