Morgan Stanley 4.250% Series O Preferred Stock
MS.PRO
4 hedge funds and large institutions have $502K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0.44% less ownership
Funds ownership: 0.49% → 0.06% (-0.44%)
33% less funds holding
Funds holding: 6 → 4 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
89% less capital invested
Capital invested by funds: $4.6M → $502K (-$4.1M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
+$1.22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$3.59M |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$200K |
| 3 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
-$13.4K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
Atlas Wealth
Cincinnati,
Ohio
| $462K | -$200K | -11,634 | -31% |
|
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $22.3K | -$7.53K | -438 | -25% |
|
|
TIM
3
Thompson Investment Management
Madison,
Wisconsin
| $17.2K | – | – | – |
|
|
NS
4
NBC Securities
Birmingham,
Alabama
| $1K | +$1.22K | +71 | New |
|
|
5
Marshall Wace
London,
United Kingdom
| – | -$3.59M | -200,000 | Closed |
|
|
TSMHT
6
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$13.4K | -750 | Closed |
|
MS.PRO Hedge Fund Activity: Q2 2025 in Review
4 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q2 2025, worth a combined $502K — down 89% from $4.6M 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 NBC Securities, opening a new position worth an estimated $1.22K. The largest seller was Marshall Wace, exiting entirely with an estimated $3.59M sold.
- 4 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q2 2025, down from 6 in Q1 2025.
- Funds reported $502K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q2 2025, down 89% quarter-over-quarter.
- 1 fund opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q2 2025 and 2 closed out, a net change of -1 holder.
- The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q2 2025 was NBC Securities, an estimated $1.22K added.
- The largest Morgan Stanley 4.250% Series O Preferred Stock seller in Q2 2025 was Marshall Wace, an estimated $3.59M sold.
Based on aggregated 13F filings for Q2 2025.