We are live on ! Find out more
MS.PRO icon

Morgan Stanley 4.250% Series O Preferred Stock

6 hedge funds and large institutions have $562K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding

Funds holding: 5 → 6 (+1)

42% less capital inflows, than outflows

Capital inflows: $34.5K | Capital outflows: $59.9K

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

MS.PRO Hedge Fund Activity: Q2 2026 in Review

6 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q2 2026, worth a combined $562K — down 5.3% from $594K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new MS.PRO positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $21.6K. The largest seller was Atlas Wealth, cutting an estimated $59.7K.

  • 6 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q2 2026, up from 5 in Q1 2026.
  • Funds reported $562K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q2 2026, down 5.3% quarter-over-quarter.
  • 1 fund opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q2 2026 and 0 closed out, a net change of +1 holder.
  • The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q2 2026 was First Command Advisory Services, an estimated $21.6K added.
  • The largest Morgan Stanley 4.250% Series O Preferred Stock seller in Q2 2026 was Atlas Wealth, an estimated $59.7K sold.

Based on aggregated 13F filings for Q2 2026.