
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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Position history
Between Q4 2024 and Q2 2026, 1 fund letter reported a position in Morgan Stanley — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- TrimmedMatrix Asset Advisors Capital Markets CommentaryJune 2026
“We trimmed some positions in the financial sector (again): Bank of New York Mellon, Morgan Stanley, and Goldman Sachs.”
Read the letterMorgan Stanley
Also mentioned · 3
These funds discuss Morgan Stanley — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedNinepoint Partners Mid‑Year OutlookJune 2026
“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.”
Read the letterMorgan 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).”
Read the letterMorgan Stanley - MentionedCDT CapitalJune 2026
“Morgan Stanley estimates that $500B in debt will be raise this year after a $125B raised in 2025 (Article).”
Read the letterMorgan 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.
Read the full thesis
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