Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of 4.250% Non-Cumulative Preferred Stock, Series O (MS.PRO)

• Market cap: $880M
• 1 day: 0.24%
• 5 days: -0.99%
• 1 month: -2.65%
• 3 months: -10.28%
• 6 months: -12.78%
• Year to date: -8.88%
• 1 year: -9.61%
• 5 years: -32.50%
• 10 years: -32.50%
• 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)

508% more capital invested

Capital invested by funds: $757K [Q4 2024] → $4.6M (+$3.84M) [Q1 2025]

50% more funds holding

Funds holding: 4 [Q4 2024] → 6 (+2) [Q1 2025]

0.41% more ownership

Funds ownership: 0.08% [Q4 2024] → 0.49% (+0.41%) [Q1 2025]

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1