MORGAN STANLEY SERIES F (MS.PRF)

• Market cap: $862M
• 1 day: -0.08%
• 5 days: 0.08%
• 1 month: 0.40%
• 3 months: -0.31%
• 6 months: -0.12%
• Year to date: 0.24%
• 1 year: -0.12%
• 5 years: -5.83%
• 10 years: -6.25%
• Sector: Financials
• Industry: Capital Markets

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)

0% more funds holding

Funds holding: 3 [Q4 2024] → 3 (+0) [Q1 2025]

0% less ownership

Funds ownership: 0% [Q4 2024] → 0% (-0%) [Q1 2025]

5% less capital invested

Capital invested by funds: $19.9K [Q4 2024] → $18.9K (-$1.04K) [Q1 2025]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1