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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
TH
351
TCTC Holdings
Texas
$3.13K +$3.94K +39 New
MCM
352
MV Capital Management
Maryland
$3.05K +$3.43K +34 +850%
NS
353
NBC Securities
Alabama
$3K +$4.34K +43 New
CT
354
Colonial Trust
South Carolina
$2.6K -$303 -3 -9%
FNWA
355
Financial Network Wealth Advisors
Utah
$2.32K +$2.93K +29 New
SIM
356
Synergy Investment Management
Florida
$2.08K
PWA
357
Physician Wealth Advisors
Utah
$1.84K
CTC
358
Central Trust Company
Missouri
$1.76K
HCP
359
Hexagon Capital Partners
Arkansas
$1.76K +$606 +6 +38%
BIA
360
Bell Investment Advisors
California
$1.68K +$808 +8 +62%
SS
361
SBI Securities
Japan
$1.68K -$3.53K -35 -63%
RCM
362
Raleigh Capital Management
North Carolina
$1.62K +$2.02K +20 New
RAM
363
Riggs Asset Management
Pennsylvania
$1.6K +$1.72K +17 +567%
BFS
364
Bare Financial Services
Pennsylvania
$1.52K +$1.92K +19 New
S
365
Sachetta
Massachusetts
$1.52K +$1.92K +19 New
WCM
366
WealthTrak Capital Management
Virginia
$1.52K +$1.92K +19 New
AssetMark Inc
367
AssetMark Inc
California
$1.2K -$1.51K -15 -50%
SS
368
Sunbelt Securities
Texas
$1.12K -$2.12K -21 -60%
RS
369
Rakuten Securities
Japan
$1.12K +$1.41K +14 New
SO
370
Sierra Ocean
California
$1.04K
AW
371
Avion Wealth
Texas
$1K
AF
372
Advisornet Financial
Minnesota
$962 +$1.01K +10 +500%
PWMG
373
Prestige Wealth Management Group
New Jersey
$882
PWA
374
Principia Wealth Advisory
Texas
$878 +$808 +8 +200%
NFSG
375
Newbridge Financial Services Group
Florida
$802

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.