Morgan Stanley
About: Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments with approximately 45% of net revenue from its institutional securities business, 45% from wealth management, and 10% from investment management. About 24% of its total revenue is from outside the Americas. The company had over $6 trillion of client assets as well as around 70,000 employees at the end of 2024.
Employees: 81,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
18% more repeat investments, than reductions
Existing positions increased: 871 | Existing positions reduced: 737
9% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 153
0.73% less ownership
Funds ownership: 84.26% [Q4 2024] → 83.53% (-0.73%) [Q1 2025]
1% less funds holding
Funds holding: 2,073 [Q4 2024] → 2,048 (-25) [Q1 2025]
9% less capital invested
Capital invested by funds: $173B [Q4 2024] → $157B (-$16B) [Q1 2025]
26% less funds holding in top 10
Funds holding in top 10: 39 [Q4 2024] → 29 (-10) [Q1 2025]
40% less call options, than puts
Call options by funds: $2.36B | Put options by funds: $3.92B
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Keefe, Bruyette & Woods David Konrad | 12%upside $160 | Outperform Upgraded | 9 Jul 2025 |
Wells Fargo Whit Mayo | 2%upside $145 | Equal-Weight Maintained | 8 Jul 2025 |
Citigroup Keith Horowitz | 9%downside $130 | Neutral Maintained | 18 Jun 2025 |
Goldman Sachs Richard Ramsden | 4%downside $136 | Neutral Maintained | 10 Jun 2025 |
JP Morgan Kian Abouhossein | 14%downside $122 | Neutral Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 54 articles about MS published over the past 30 days









