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MKS Inc

396 hedge funds and large institutions have $5.73B invested in MKS Inc in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 169 increasing their positions, 120 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

847% more call options, than puts

Call options by funds: $155M | Put options by funds: $16.4M

41% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 120

1.38% more ownership

Funds ownership: 104.72%106.09% (+1.4%)

5% less funds holding

Funds holding: 419396 (-23)

22% less capital invested

Capital invested by funds: $7.36B → $5.73B (-$1.63B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 79

Holders
396
Holders Change
-23
Holders Change %
-5.49%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
59
Increased
169
Reduced
120
Closed
79
Calls
$155M
Puts
$16.4M
Net Calls
+$139M
Net Calls Change
-$41.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
251
Venturi Wealth Management
Texas
$320K +$105K +1,043 +35%
AIC
252
Archer Investment Corporation
Indiana
$318K +$86.8K +860 +28%
Wealth Enhancement Advisory Services
253
Wealth Enhancement Advisory Services
Minnesota
$312K -$43.2K -428 -10%
First Trust Advisors
254
First Trust Advisors
Illinois
$311K +$391K +3,875 New
AAS
255
Avantax Advisory Services
Texas
$291K +$150K +1,484 +69%
HighTower Advisors
256
HighTower Advisors
Illinois
$288K +$66.3K +657 +22%
BAM
257
Blueshift Asset Management
New Jersey
$286K +$360K +3,563 New
SG Americas Securities
258
SG Americas Securities
New York
$282K -$37K -366 -9%
YMRC
259
Yorktown Management & Research Company
Virginia
$281K
EWA
260
EP Wealth Advisors
California
$278K +$350K +3,466 New
ATC
261
Argent Trust Co
Tennessee
$269K -$22.5K -223 -6%
OTL
262
Oak Thistle LLC
New York
$268K +$53.1K +526 +19%
FC
263
Farringdon Capital
United Kingdom
$263K +$331K +3,278 New
TPI
264
Trust Point Inc
Wisconsin
$257K -$127K -1,257 -28%
Truist Financial
265
Truist Financial
North Carolina
$257K -$54.3K -538 -14%
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$250K -$68.7K -680 -18%
KBC Group
267
KBC Group
Belgium
$247K -$2.8M -27,730 -90%
HSBC Holdings
268
HSBC Holdings
United Kingdom
$245K -$169K -1,672 -35%
IPW
269
Impact Partnership Wealth
Georgia
$238K +$300K +2,970 New
Kovitz Investment Group Partners
270
Kovitz Investment Group Partners
Illinois
$234K +$69.9K +692 +31%
SIG
271
Stonegate Investment Group
Alabama
$220K +$33.4K +331 +14%
SAM
272
Shell Asset Management
Netherlands
$216K -$11.8K -117 -4%
GCP
273
GSA Capital Partners
United Kingdom
$214K -$197K -1,956 -42%
Osaic Holdings
274
Osaic Holdings
Arizona
$213K -$6.87K -68 -2%
EF
275
Empowered Funds
Pennsylvania
$211K +$3.74K +37 +1%

MKSI Hedge Fund Activity: Q1 2025 in Review

396 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q1 2025, worth a combined $5.73B — down 22% from $7.36B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of MKSI and 59 opened new positions — a net loss of 20 holders — while 120 trimmed existing stakes and 169 added.

The largest buyer was Wellington Management Group, adding an estimated $96.8M. The largest seller was Goldman Sachs, cutting an estimated $75.7M.

  • 396 institutional investors held MKS Inc (MKSI) as of Q1 2025, down from 419 in Q4 2024.
  • Funds reported $5.73B of MKS Inc stock for Q1 2025, down 22% quarter-over-quarter.
  • 59 funds opened new MKS Inc positions in Q1 2025 and 79 closed out, a net change of -20 holders.
  • The largest MKS Inc buyer in Q1 2025 was Wellington Management Group, an estimated $96.8M added.
  • The largest MKS Inc seller in Q1 2025 was Goldman Sachs, an estimated $75.7M sold.

Based on aggregated 13F filings for Q1 2025.