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MKS Inc

433 hedge funds and large institutions have $8.91B invested in MKS Inc in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 146 increasing their positions, 140 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $254M | Put options by funds: $44.3M

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

20% more capital invested

Capital invested by funds: $7.42B → $8.91B (+$1.5B)

10% more funds holding

Funds holding: 394433 (+39)

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 140

3.45% less ownership

Funds ownership: 110.67%107.22% (-3.4%)

Holders
433
Holders Change
+39
Holders Change %
+9.9%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
80
Increased
146
Reduced
140
Closed
38
Calls
$254M
Puts
$44.3M
Net Calls
+$209M
Net Calls Change
+$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
376
Physician Wealth Advisors
Utah
$14.9K
OC
377
Oakworth Capital
Alabama
$14.7K +$12.7K +119 New
AF
378
Advisornet Financial
Minnesota
$14.2K +$1.39K +13 +13%
RFP
379
Root Financial Partners
California
$14K +$12K +113 New
AAG
380
Armstrong Advisory Group
Massachusetts
$11.9K
FFO
381
Fortitude Family Office
Arizona
$10.8K +$853 +8 +10%
CT
382
Clearstead Trust
Maine
$10.2K +$213 +2 +3%
HWM
383
Hemington Wealth Management
Virginia
$10K +$3.41K +32 +65%
TWD
384
True Wealth Design
Ohio
$9.78K +$3.73K +35 +80%
QC
385
Quent Capital
New York
$8.18K +$7.04K +66 New
BIA
386
Bell Investment Advisors
California
$8.05K
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$6.93K +$320 +3 +6%
AssetMark Inc
388
AssetMark Inc
California
$6.93K +$2.45K +23 +70%
IRC
389
Investors Research Corp
Georgia
$6.44K
BFS
390
Bare Financial Services
Pennsylvania
$6.19K
AW
391
Avion Wealth
Texas
$6K
CA
392
CoreCap Advisors
Michigan
$5.08K
SS
393
SBI Securities
Japan
$4.95K +$1.81K +17 +74%
ASN
394
Advisory Services Network
Georgia
$4.83K +$4.16K +39 New
TFA
395
Transamerica Financial Advisors
Florida
$4.58K +$3.94K +37 New
CPG
396
Cornerstone Planning Group
New Jersey
$4.19K
CT
397
Colonial Trust
South Carolina
$4.17K -$1.39K -13 -28%
APW
398
Aventura Private Wealth
Florida
$3.96K
HFS
399
Hughes Financial Services
Virginia
$3.65K
FNWA
400
Financial Network Wealth Advisors
Utah
$3.59K

MKSI Hedge Fund Activity: Q3 2025 in Review

433 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MKS Inc (MKSI) for Q3 2025, worth a combined $8.91B — up 20% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new MKSI positions and 38 closed out — a net gain of 42 holders — while 146 added to existing stakes and 140 trimmed.

The largest buyer was Franklin Resources, adding an estimated $120M. The largest seller was BlackRock, cutting an estimated $127M.

  • 433 institutional investors held MKS Inc (MKSI) as of Q3 2025, up from 394 in Q2 2025.
  • Funds reported $8.91B of MKS Inc stock for Q3 2025, up 20% quarter-over-quarter.
  • 80 funds opened new MKS Inc positions in Q3 2025 and 38 closed out, a net change of +42 holders.
  • The largest MKS Inc buyer in Q3 2025 was Franklin Resources, an estimated $120M added.
  • The largest MKS Inc seller in Q3 2025 was BlackRock, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2025.