Morgan Stanley 4.250% Series O Preferred Stock
MS.PRO
5 hedge funds and large institutions have $594K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.
17% less funds holding
Funds holding: 6 → 5 (-1)
21% less capital invested
Capital invested by funds: $749K → $594K (-$155K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$10.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$133K |
| 2 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
-$13.2K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.92K |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
-$1.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
Atlas Wealth
Cincinnati,
Ohio
| $432K | -$133K | -7,492 | -23% |
|
|
MO
2
McMillan Office
St. Clair Shores,
Michigan
| $120K | – | – | – |
|
|
TIM
3
Thompson Investment Management
Madison,
Wisconsin
| $17.2K | – | – | – |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13.8K | -$2.92K | -164 | -17% |
|
|
FCAS
5
First Command Advisory Services
Fort Worth,
Texas
| $10.3K | +$10.6K | +593 | New |
|
|
TSMHT
6
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$13.2K | -750 | Closed |
|
|
NS
7
NBC Securities
Birmingham,
Alabama
| – | -$1.25K | -71 | Closed |
|
MS.PRO Hedge Fund Activity: Q1 2026 in Review
5 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q1 2026, worth a combined $594K — down 21% from $749K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MS.PRO and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest buyer was First Command Advisory Services, opening a new position worth an estimated $10.6K. The largest seller was Atlas Wealth, cutting an estimated $133K.
- 5 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q1 2026, down from 6 in Q4 2025.
- Funds reported $594K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q1 2026, down 21% quarter-over-quarter.
- 1 fund opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q1 2026 and 2 closed out, a net change of -1 holder.
- The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q1 2026 was First Command Advisory Services, an estimated $10.6K added.
- The largest Morgan Stanley 4.250% Series O Preferred Stock seller in Q1 2026 was Atlas Wealth, an estimated $133K sold.
Based on aggregated 13F filings for Q1 2026.