Morgan Stanley 4.250% Series O Preferred Stock
MS.PRO
6 hedge funds and large institutions have $4.6M invested in Morgan Stanley 4.250% Series O Preferred Stock in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
508% more capital invested
Capital invested by funds: $757K → $4.6M (+$3.84M)
50% more funds holding
Funds holding: 4 → 6 (+2)
0.41% more ownership
Funds ownership: 0.08% → 0.49% (+0.41%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$3.71M |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$276K |
| 3 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
+$13.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.82K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Marshall Wace
London,
United Kingdom
| $3.59M | +$3.71M | +200,000 | New |
|
|
AW
2
Atlas Wealth
Cincinnati,
Ohio
| $684K | +$276K | +14,845 | +64% |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $269K | – | – | – |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $31.1K | -$1.82K | -98 | -5% |
|
|
TIM
5
Thompson Investment Management
Madison,
Wisconsin
| $17.9K | – | – | – |
|
|
TSMHT
6
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $13.4K | +$13.9K | +750 | New |
|
MS.PRO Hedge Fund Activity: Q1 2025 in Review
6 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q1 2025, worth a combined $4.6M — up 508% from $757K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MS.PRO positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $3.71M. The largest seller was PNC Financial Services Group, cutting an estimated $1.82K.
- 6 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q1 2025, up from 4 in Q4 2024.
- Funds reported $4.6M of Morgan Stanley 4.250% Series O Preferred Stock stock for Q1 2025, up 508% quarter-over-quarter.
- 2 funds opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q1 2025 and 0 closed out, a net change of +2 holders.
- The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q1 2025 was Marshall Wace, an estimated $3.71M added.
- The largest Morgan Stanley 4.250% Series O Preferred Stock seller in Q1 2025 was PNC Financial Services Group, an estimated $1.82K sold.
Based on aggregated 13F filings for Q1 2025.