Morgan Stanley shifts to defense? In Q1, heavily buys pharmaceutical giants, reduces positions in Nvidia, Microsoft, and other tech stocks

Zhitong
2025.05.16 08:22
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Morgan Stanley's first quarter position report as of March 31, 2025, shows a total position market value of $1.4 trillion, a decrease of 2.1% quarter-over-quarter. The fund added 444 stocks, increased holdings in 3,493 stocks, reduced holdings in 3,410 stocks, and completely exited 323 stocks. The top ten holdings account for 19.97% of the total market value. The top five heavyweights are Apple, Microsoft, NVIDIA, Amazon, and META, with both NVIDIA and Microsoft seeing a reduction in holdings. Major newly purchased stocks include Abbvie, Johnson & Johnson, and Eli Lilly

According to the disclosure by the U.S. Securities and Exchange Commission (SEC), Morgan Stanley submitted its first-quarter holdings report (13F) for the period ending March 31, 2025.

Statistics show that Morgan Stanley's total market value of holdings in the first quarter was $1.4 trillion, down from $1.43 trillion in the previous quarter, a decrease of 2.1%. The fund added 444 new stocks to its portfolio in the first quarter, increased its holdings in 3,493 stocks, reduced its holdings in 3,410 stocks, and completely sold out of 323 stocks. The top ten holdings accounted for 19.97% of the total market value.

Among the top five holdings, Apple (AAPL.US) ranked first with 241 million shares, a holding market value of approximately $53.58 billion, accounting for 3.83% of the portfolio, an increase of 1.24% from the previous quarter.

Microsoft (MSFT.US) ranked second with 124 million shares, a holding market value of approximately $46.49 billion, accounting for 3.32% of the portfolio, a decrease of 1.32% from the previous quarter.

NVIDIA (NVDA.US) ranked third with 344 million shares, a holding market value of $37.3 billion, accounting for 2.67% of the portfolio, a decrease of 1.57% from the previous quarter.

Amazon (AMZN.US) ranked fourth with 167 million shares, a holding market value of approximately $31.68 billion, accounting for 2.27% of the portfolio, a decrease of 0.38% from the previous quarter.

META (META.US) ranked fifth with 37.89 million shares, a holding market value of $21.84 billion, accounting for 1.56% of the portfolio, an increase of 4.89% from the previous quarter.

In terms of changes in holding proportions, the top five purchased stocks were: Abbvie (ABBV.US), Johnson & Johnson (JNJ.US), Eli Lilly (LLY.US), ExxonMobil (XOM.US), and Amgen (AMGN.US).

The top five sold stocks included: NVIDIA, Microsoft, Amazon, TradeDesk (TTD.US), and ServiceNow (NOW.US).

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