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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
18% more repeat investments, than reductions
Existing positions increased: 871 | Existing positions reduced: 739
9% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 154
0.69% less ownership
Funds ownership: 84.26% [Q4 2024] → 83.57% (-0.69%) [Q1 2025]
1% less funds holding
Funds holding: 2,075 [Q4 2024] → 2,051 (-24) [Q1 2025]
9% less capital invested
Capital invested by funds: $173B [Q4 2024] → $157B (-$15.9B) [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
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Keefe, Bruyette & Woods David Konrad | 10%upside $160 | Outperform Upgraded | 9 Jul 2025 |
Wells Fargo Mike Mayo | 0%upside $145 | Equal-Weight Maintained | 8 Jul 2025 |
Citigroup Keith Horowitz | 10%downside $130 | Neutral Maintained | 18 Jun 2025 |
Goldman Sachs Richard Ramsden | 6%downside $136 | Neutral Maintained | 10 Jun 2025 |
Financial journalist opinion
Based on 78 articles about MS published over the past 30 days









