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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
SW
376
SVB Wealth
Massachusetts
$802 +$1.01K +10 New
ACA
377
American Capital Advisory
Idaho
$722 +$909 +9 New
JWA
378
JFS Wealth Advisors
Pennsylvania
$642 +$303 +3 +60%
WA
379
Whipplewood Advisors
Colorado
$561 -$303 -3 -43%
HFS
380
Hughes Financial Services
Virginia
$482 +$606 +6 New
CFO
381
CVA Family Office
Colorado
$481 +$606 +6 New
RWM
382
Rialto Wealth Management
New York
$481 +$606 +6 New
BF
383
BOK Financial
Oklahoma
$401
DPW
384
DiNuzzo Private Wealth
Pennsylvania
$401
RIL
385
Rothschild Investment LLC
Illinois
$401
SIC
386
SJS Investment Consulting
Ohio
$401 +$101 +1 +25%
GFPC
387
Global Financial Private Client
Florida
$401 +$303 +3 +150%
CFD
388
Creative Financial Designs
Indiana
$401 +$505 +5 New
BI
389
Binnacle Investments
Iowa
$321 +$404 +4 New
BBHC
390
Brown Brothers Harriman & Co
New York
$240 -$3.94K -39 -93%
CH
391
Cromwell Holdings
Wyoming
$240 +$303 +3 New
GP
392
Greenline Partners
New York
$240 +$303 +3 New
HIA
393
HFM Investment Advisors
New Jersey
$161 +$202 +2 New
CA
394
Crewe Advisors
Utah
$81 +$101 +1 New
BHWM
395
Bay Harbor Wealth Management
Maryland
$80 +$101 +1 New
PWM
396
Parkworth Wealth Management
California
$80 +$101 +1 New
CVA
397
Ceredex Value Advisors
Florida
-$47.3M -453,059 Closed
Assenagon Asset Management
398
Assenagon Asset Management
Luxembourg
-$31.4M -300,711 Closed
PHK
399
Point72 Hong Kong
Hong Kong
-$12.9M -123,689 Closed
CCS
400
Concentric Capital Strategies
Connecticut
-$8.88M -85,033 Closed

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.