Morgan Stanley
About: Morgan Stanley is a massive global financial services firm, with offices in 42 countries and more than 80,000 employees as of year-end 2024. The firm cut its teeth in investment banking and institutional trading, where it maintains a strong presence today, but generates the lion share of its income from wealth and asset management franchises, where it boasted $7.9 trillion in client assets at the end of its most recent fiscal year. After reincorporation as a bank holding company in the wake of the great financial crisis, Morgan Stanley also boasts a top 10 banking franchise by deposits, with nearly $400 billion in customer deposits, predominately attributable to cash sweeps from its wealth management and brokerage businesses.
Employees: 81,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
117% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 113
59% more funds holding in top 10
Funds holding in top 10: 29 [Q1] → 46 (+17) [Q2]
21% more capital invested
Capital invested by funds: $157B [Q1] → $190B (+$32.9B) [Q2]
16% more repeat investments, than reductions
Existing positions increased: 878 | Existing positions reduced: 759
5% more funds holding
Funds holding: 2,066 [Q1] → 2,163 (+97) [Q2]
0.51% more ownership
Funds ownership: 83.59% [Q1] → 84.1% (+0.51%) [Q2]
20% less call options, than puts
Call options by funds: $3.27B | Put options by funds: $4.11B
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
Wells Fargo
Mike Mayo
|
$165
|
Equal-Weight
Maintained
|
16 Sep 2025 |
|
Keefe, Bruyette & Woods
David Konrad
|
$160
|
Outperform
Upgraded
|
9 Jul 2025 |
|
Citigroup
Keith Horowitz
|
$130
|
Neutral
Maintained
|
18 Jun 2025 |
Financial journalist opinion
Based on 37 articles about MS published over the past 30 days
