MORGAN STANLEY Depositary Shares, each representing 1/1,000th of a share of Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series I (MS.PRI)

• Market cap: $993M
• 1 day: -0.44%
• 5 days: -0.40%
• 1 month: 1.35%
• 3 months: -1.86%
• 6 months: -2.13%
• Year to date: -1.51%
• 1 year: -1.74%
• 5 years: -4.87%
• 10 years: -3.65%
• 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)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

50% more funds holding

Funds holding: 2 [Q4 2024] → 3 (+1) [Q1 2025]

0.02% less ownership

Funds ownership: 0.03% [Q4 2024] → 0.01% (-0.02%) [Q1 2025]

68% less capital invested

Capital invested by funds: $252K [Q4 2024] → $81.1K (-$171K) [Q1 2025]