We are live on ! Find out more
MKSI icon

MKS Inc

394 hedge funds and large institutions have $7.42B invested in MKS Inc in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 152 increasing their positions, 133 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

687% more call options, than puts

Call options by funds: $198M | Put options by funds: $25.1M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $5.73B → $7.42B (+$1.68B)

14% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 133

4.58% more ownership

Funds ownership: 106.09%110.67% (+4.6%)

4% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 71

1% less funds holding

Funds holding: 396394 (-2)

Holders
394
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
5.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
74
Increased
152
Reduced
133
Closed
71
Calls
$198M
Puts
$25.1M
Net Calls
+$173M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
351
Bare Financial Services
Pennsylvania
$4.97K +$2.52K +31 +163%
CT
352
Colonial Trust
South Carolina
$4.62K +$1.22K +15 +47%
TWD
353
True Wealth Design
Ohio
$4.37K -$8.53K -105 -70%
CA
354
CoreCap Advisors
Michigan
$4.07K -$1.06K -13 -24%
HWM
355
Hemington Wealth Management
Virginia
$4K -$2.6K -32 -40%
NS
356
NBC Securities
Alabama
$4K
SS
357
Sunbelt Securities
Texas
$3.65K +$1.71K +21 +150%
AssetMark Inc
358
AssetMark Inc
California
$3.28K +$1.46K +18 +120%
APW
359
Aventura Private Wealth
Florida
$3.18K -$17.7K -218 -87%
FNWA
360
Financial Network Wealth Advisors
Utah
$2.88K
CPG
361
Cornerstone Planning Group
New Jersey
$2.77K -$1.71K -21 -41%
RIL
362
Rothschild Investment LLC
Illinois
$2.58K +$1.71K +21 +420%
GRP
363
Global Retirement Partners
California
$2.48K +$2.03K +25 New
HNW
364
High Note Wealth
Minnesota
$2.38K +$1.95K +24 New
SS
365
SBI Securities
Japan
$2.29K +$163 +2 +10%
BWL
366
Bogart Wealth LLC
Virginia
$2.29K +$1.87K +23 New
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$2.29K +$1.87K +23 New
CTC
368
Central Trust Company
Missouri
$2.19K
PWMG
369
Prestige Wealth Management Group
New Jersey
$2.19K +$894 +11 +100%
CAWM
370
Capital A Wealth Management
Pennsylvania
$2.16K +$1.71K +21 New
BGAI
371
Bruce G. Allen Investments
Colorado
$2.09K -$1.46K -18 -46%
HFS
372
Hughes Financial Services
Virginia
$2.06K +$1.38K +17 +283%
SWP
373
Strategic Wealth Partners
Ohio
$2.04K +$1.71K +21 New
RCM
374
Raleigh Capital Management
North Carolina
$2.01K
PWMG
375
Private Wealth Management Group
New Jersey
$1.89K +$1.54K +19 New

MKSI Hedge Fund Activity: Q2 2025 in Review

394 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q2 2025, worth a combined $7.42B — up 29% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MKSI positions and 71 closed out — a net gain of 3 holders — while 152 added to existing stakes and 133 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $49.9M. The largest seller was Nordea Investment Management, cutting an estimated $47.1M.

  • 394 institutional investors held MKS Inc (MKSI) as of Q2 2025, down from 396 in Q1 2025.
  • Funds reported $7.42B of MKS Inc stock for Q2 2025, up 29% quarter-over-quarter.
  • 74 funds opened new MKS Inc positions in Q2 2025 and 71 closed out, a net change of +3 holders.
  • The largest MKS Inc buyer in Q2 2025 was T. Rowe Price Associates, an estimated $49.9M added.
  • The largest MKS Inc seller in Q2 2025 was Nordea Investment Management, an estimated $47.1M sold.

Based on aggregated 13F filings for Q2 2025.