Morgan Stanley 4.250% Series O Preferred Stock
MS.PRO
4 hedge funds and large institutions have $655K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
30% more capital invested
Capital invested by funds: $502K → $655K (+$153K)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.06% less ownership
Funds ownership: 0.06% → 0% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
Atlas Wealth
Cincinnati,
Ohio
| $613K | +$121K | +6,763 | +26% |
|
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $21.9K | -$1.9K | -106 | -8% |
|
|
TIM
3
Thompson Investment Management
Madison,
Wisconsin
| $18.4K | – | – | – |
|
|
NS
4
NBC Securities
Birmingham,
Alabama
| $1.31K | – | – | – |
|
MS.PRO Hedge Fund Activity: Q3 2025 in Review
4 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q3 2025, worth a combined $655K — up 30% from $502K a quarter earlier.
Fund positioning in MS.PRO was balanced in Q3 2025: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Atlas Wealth, adding an estimated $121K. The largest seller was PNC Financial Services Group, cutting an estimated $1.9K.
- 4 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $655K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q3 2025, up 30% quarter-over-quarter.
- 0 funds opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q3 2025 and 0 closed out.
- The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q3 2025 was Atlas Wealth, an estimated $121K added.
- The largest Morgan Stanley 4.250% Series O Preferred Stock seller in Q3 2025 was PNC Financial Services Group, an estimated $1.9K sold.
Based on aggregated 13F filings for Q3 2025.