We are live on ! Find out more
MKSI icon

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
BTI
276
Blue Trust Inc
Georgia
$211K +$266K +2,631 New
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$206K +$102K +1,012 +65%
CTC
278
Cetera Trust Company
Minnesota
$202K +$10.1K +100 +4%
GS
279
GTS Securities
New York
$201K -$691K -6,847 -73%
CI Investments Inc
280
CI Investments Inc
Ontario, Canada
$170K +$16.3K +161 +8%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$153K +$8.68K +86 +5%
Simplex Trading
282
Simplex Trading
Illinois
$138K +$175K +1,731 New
1IA
283
1620 Investment Advisors
Massachusetts
$115K +$43.5K +431 +43%
SAM
284
Smartleaf Asset Management
Massachusetts
$115K -$4.14K -41 -3%
NAAA
285
New Age Alpha Advisors
New York
$113K -$44.6K -442 -24%
GI
286
GAMMA Investing
California
$95.3K +$5.86K +58 +5%
GWM
287
Geneos Wealth Management
Colorado
$89K +$68.2K +675 +155%
SC
288
SouthState Corp
Florida
$81.1K +$1.21K +12 +1%
WT
289
Whittier Trust
California
$78.3K
EI
290
eCIO Inc
Wisconsin
$76.9K +$96.9K +960 New
Group One Trading
291
Group One Trading
Illinois
$73.6K +$92.7K +918 New
MCM
292
MAI Capital Management
Ohio
$68.1K -$2.52K -25 -3%
S
293
SignatureFD
Georgia
$66.4K +$37K +366 +79%
BIG
294
Brooklyn Investment Group
New York
$64K +$74.3K +736 +1,168%
TC
295
Truvestments Capital
Florida
$58.3K -$185K -1,835 -72%
UB
296
UMB Bank
Missouri
$50.2K +$5.45K +54 +9%
PA
297
Parallel Advisors
California
$46.6K +$27.7K +274 +89%
EWA
298
EverSource Wealth Advisors
Alabama
$41.1K +$29.2K +289 +129%
OIA
299
Optimum Investment Advisors
Illinois
$40.1K +$20.2K +200 +67%
WSFS
300
Wilmington Savings Fund Society
Delaware
$35K +$505 +5 +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.