Morgan Stanley 4.250% Series O Preferred Stock
MS.PRO
6 hedge funds and large institutions have $749K invested in Morgan Stanley 4.250% Series O Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
14% more capital invested
Capital invested by funds: $655K → $749K (+$94K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$10.5K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
Atlas Wealth
Cincinnati,
Ohio
| $576K | -$10.5K | -586 | -2% |
|
|
MO
2
McMillan Office
St. Clair Shores,
Michigan
| $123K | +$126K | +7,000 | New |
|
|
TIM
3
Thompson Investment Management
Madison,
Wisconsin
| $17.6K | – | – | – |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $17K | -$4.04K | -225 | -19% |
|
|
TSMHT
5
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $13.2K | +$13.5K | +750 | New |
|
|
NS
6
NBC Securities
Birmingham,
Alabama
| $1.25K | – | – | – |
|
MS.PRO Hedge Fund Activity: Q4 2025 in Review
6 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) for Q4 2025, worth a combined $749K — up 14% from $655K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MS.PRO positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Thurston Springer Miller Herd & Titak, opening a new position worth an estimated $13.5K. The largest seller was Atlas Wealth, cutting an estimated $10.5K.
- 6 institutional investors held Morgan Stanley 4.250% Series O Preferred Stock (MS.PRO) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $749K of Morgan Stanley 4.250% Series O Preferred Stock stock for Q4 2025, up 14% quarter-over-quarter.
- 2 funds opened new Morgan Stanley 4.250% Series O Preferred Stock positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest Morgan Stanley 4.250% Series O Preferred Stock buyer in Q4 2025 was Thurston Springer Miller Herd & Titak, an estimated $13.5K added.
- The largest Morgan Stanley 4.250% Series O Preferred Stock seller in Q4 2025 was Atlas Wealth, an estimated $10.5K sold.
Based on aggregated 13F filings for Q4 2025.