What smart money is saying about Morgan Stanley
2 funds in our archive have pitched Morgan Stanley, most recently Baron Financials ETF in December 2025.
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
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Fund signal · last 12 months
13 lettersToo few moves on Morgan Stanley yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 15 fund letters reported a position in Morgan Stanley, with 1 buy (opened or added) and 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 7 | 1 | 3 | 0 |
| Q4 2025 | 5 | 0 | 0 | 1 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 15 positions · 5 moves
- July 2026
“Financial Services was the largest detractor. Primary headwinds came from long positions in Plus500 and Polar Capital, which more than offset modest gains from Goldman Sachs and Morgan Stanley.”
Morgan Stanley - June 2026
“We trimmed some positions in the financial sector (again): Bank of New York Mellon, Morgan Stanley, and Goldman Sachs.”
Morgan Stanley - HoldsBaron Financials ETFJune 2026
“Morgan Stanley, a leading global investment bank and wealth manager, contributed to performance on strong execution across the franchise.”
Morgan Stanley - HoldsHamlin Capital Management Equity and High Yield Municipal Bond StrategiesJune 2026
“Cummins, Texas Instruments, and Morgan Stanley led the portfolio in the second quarter, gaining 37.25% on average.5 Cummins continues to benefit from strong demand for its backup power solutions used in data centers in both the U.S. and international markets, specifically China. The company held an investor day in May where management announced they will expand beyond backup power into prime power, and shortly thereafter announced a multi-year agreement to supply prime power to a large data center campus in West Texas. Cummins is also seeing improvement in truck engine orders as demand is inflecting in its core North American engine business. Texas Instruments delivered first quarter results that were above expectations and guided to above- seasonal growth in the coming quarter, fueled by accelerating demand in the industrial and data center sectors. Data center revenue surged 90% year-over-year. In addition, Texas Instruments noted that analog chip prices are stable and may rise this year which is a 4 Apollo, “Strip Out AI and Energy, and the S&P 500 is Down” (6/19/26). Strip Out AI and Energy, and the S&P 500 Is Down | The Daily Spark 5 CVS and Broadcom were the 4th and 5th top contributors, increasing 33.79% on average. 4 sharp contrast to the typical pattern of falling prices. We interpret this as evidence of a broad-based industrial recovery and perhaps customer concern over chip availability. The strong performance of the semiconductor index this quarter also benefited the stock. Morgan Stanley delivered solid first quarter results thanks to broad based strength across institutional securities and wealth management. Our position in Morgan Stanley gave us best-in-class exposure to healthy capital markets activity this quarter.”
Morgan Stanley - TrimmedNightview Capital NITE ETFJune 2026
“Within financials, we rotated toward scale. We roughly doubled our stake in BlackRock and added substantially to Charles Schwab , while trimming Goldman Sachs and Morgan Stanley .”
Morgan Stanley - New positionLiontrust Global Innovation FundJune 2026
Listed in Liontrust Global Innovation Fund’s reported holdings.
Morgan Stanley - New positionLiontrust GF Global Innovation FundJune 2026
Listed in Liontrust GF Global Innovation Fund’s reported holdings.
Morgan Stanley - June 2026
“• Shares of financial services firm Morgan Stanley, medical technology company Becton, Dickinson and Company and property and casualty insurer Hartford Insurance Group were sold to allocate funds to more attractive opportunities.”
Morgan Stanley - December 2025
“In financials, Morgan Stanley continued its strong share price performance: growth in its wealth management business remains robust, while the market is anticipating further upside in its investment banking business as capital markets activity picks up.”
Morgan Stanley - December 2025
“In the Financials sector, our position in Morgan Stanley returned 12.4% during the quarter, after a strong third quarter print reinforced confidence in the firm’s shift toward a more stable, fee-based earnings mix.”
Morgan Stanley - December 2025
“Our overweight allocation to and strong stock selection within the Financials sector made it the largest contributor to relative performance for the quarter. Citigroup (+15.6%) has had a string of positive earnings releases this year, and 3Q’25 continued the trend. ROTCE reached 9.7% in the quarter, putting management’s 10-11% target for 2026 well within reach. The biggest changes from the company’s restructuring plan are now complete and the focus is shifting toward growing market share. In December, the OCC lifted one amended consent order, putting Citi on a path to removing its regulatory overhang, which could be a major catalyst for 2026. Morgan Stanley (+12.4%) continued to deliver strong results that reinforced confidence in the firm’s shift towards a more stable, fee-based earnings mix.”
Morgan Stanley - December 2025
“In Financials, Morgan Stanley enjoyed a record quarter with trading revenue (+35% YoY) surpassing both peers and consensus, while better-than-expected investment-banking fees (+44% YoY) and an outperformance in wealth management drove shares higher.”
Morgan Stanley - December 2025
“Strong stock selection within the Financials sector made it the largest contributor to relative performance for the quarter. Citigroup (+15.6%) has had a string of positive earnings releases this year, and 3Q’25 continued the trend. ROTCE reached 9.7% in the quarter, putting management’s 10-11% target for 2026 well within reach. The biggest changes from the company’s restructuring plan are now complete and the focus is shifting toward growing market share. In December, the OCC lifted one amended consent order, putting Citi on a path to removing its regulatory overhang, which could be a major catalyst for 2026. Morgan Stanley (+13.6%) continued to deliver strong results that reinforced confidence in the firm’s shift towards a more stable, fee-based earnings mix.”
Morgan Stanley - September 2025
“Morgan Stanley reported record Capital Markets revenue in the second quarter, driven by equity capital markets activity and equities trading volumes, while its Wealth Management division reported 14% y/y revenue growth, as fund flows grew 7% and market share was strong.”
Morgan Stanley - June 2025
Listed in Madison Dividend Income Fund’s reported holdings.
Morgan Stanley
Also mentioned · 10
These funds discuss Morgan Stanley as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedSomma Investimentos Fund FamilySeptember 2026
“the signals emitted at the 24th Global Healthcare Conference of Morgan Stanley bank indicated that policymakers in the United States began to prioritize "sector stability" and greater clarity on tariffs and the drug pricing framework significantly reduced risk.”
Morgan Stanley - MentionedNinepoint Partners Mid‑Year OutlookJune 2026
“Tokenization of other real-world assets (RWAs) represents the next phase of that evolution. Tokenized RWAs have surpassed $30 billion4, up 200% year-over-year, as Wall Street is bringing equities, commodities, treasuries, and credit products onto crypto rails. In 2026, the NYSE and Nasdaq each unveiled plans for tokenized stock platforms, Morgan Stanley announced plans to launch a digital wallet for tokenized RWAs, and the S&P 500 officially became tradable onchain, among many other examples.”
Morgan Stanley - MentionedCDT Capital (CDT)June 2026
“Morgan Stanley estimates that $500B in debt will be raise this year after a $125B raised in 2025 (Article).”
Morgan Stanley - MentionedCDT CapitalJune 2026
“Meanwhile, other questions like the financial system implications of the billions raised in debt related to possibly superfluous data center builds linger out on the tail of the risk curve; Morgan Stanley estimates that $500B in debt will be raise this year after a $125B raised in 2025 (Article).”
Morgan Stanley - MentionedPeterson Investment Fund IJune 2026
“Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He is cofounder of Talas Turkey Value Fund and Titan Strategic Income Fund. Matthew has launched an AI investment research platform available to partners. Matthew has been working as a financial professional for over two decades. His experience includes working with global financial services firms, including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.”
Morgan Stanley - MentionedMilitia CapitalDecember 2025
“Many large, credible seeming brokers - Credit Suisse, Nomura, Goldman Sachs, Morgan Stanley, Deutsche Bank, UBS and Wells Fargo - were doing business with Hwang.”
Morgan Stanley - MentionedAppleseedNovember 2025
“0 10 20 30 40 50 60 70 80 90 100 1980 1990 2000 2010 2020 Gold/Oil Ratio (Price/Ounce of Gold: Barrel of WTI Oil) Sources: FRED, Incrementum AG 4 20251118-4991522 allocation to commodities of just ~1%.1 When financial advisors and family offices begin to allocate ~20% of their clients’ portfolios to gold, as Morgan Stanley’s Chief Investment Officer Mike Wilson just recommended for the first time last month, the demand for gold will necessarily increase markedly, and, with gold’s supply scarcity, we believe the price of gold will necessarily have to increase, too.”
Morgan Stanley - September 2025
“MUFG gained from reflationary tailwinds in Japan as well as its overseas exposure through Morgan Stanley.”
Morgan Stanley - MentionedGeneration IMMarch 2025
“She also served as Morgan Stanley’s chief marketing officer and was a member of the firm’s global management committee.”
Morgan Stanley - MentionedRothshild&Co LongRun EquityMarch 2025
“Whilst only spun out of Morgan Stanley in 2006, MSCI draws on over 50 years of deep knowledge of the investment process and expertise in research, data and technology.”
Morgan Stanley
Fund coverage · 2 theses
- Baron Financials ETFDecember 2025
Morgan Stanley is a diversified wealth and investment banking leader with durable, capital-light growth, competitive advantages, and potential for 20%+ ROE.
Read the full thesis - Nightview capitalDecember 2024
Morgan Stanley is a strong investment opportunity due to its diversified business model, impressive revenue growth in investment banking and wealth management, and a compelling valuation.
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