Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series K (MS.PRK)

• Market cap: $930M
• 1 day: 0.35%
• 5 days: -0.04%
• 1 month: 1.35%
• 3 months: -5.53%
• 6 months: -6.63%
• Year to date: -5.14%
• 1 year: -5.68%
• 5 years: -11.77%
• 10 years: -8.54%
• 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)

67% more funds holding

Funds holding: 3 [Q4 2024] → 5 (+2) [Q1 2025]

36% more capital invested

Capital invested by funds: $514K [Q4 2024] → $701K (+$187K) [Q1 2025]

0.02% more ownership

Funds ownership: 0.05% [Q4 2024] → 0.07% (+0.02%) [Q1 2025]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1