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MKS Inc

513 hedge funds and large institutions have $11.3B invested in MKS Inc in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 176 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more call options, than puts

Call options by funds: $325M | Put options by funds: $56.5M

212% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 42

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

27% more capital invested

Capital invested by funds: $8.91B → $11.3B (+$2.37B)

21% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 145

18% more funds holding

Funds holding: 433513 (+80)

2.03% less ownership

Funds ownership: 107.22%105.2% (-2%)

Holders
513
Holders Change
+80
Holders Change %
+18.48%
% of All Funds
6.24%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.16%
New
131
Increased
176
Reduced
145
Closed
42
Calls
$325M
Puts
$56.5M
Net Calls
+$268M
Net Calls Change
+$59.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
426
Smithfield Trust
Pennsylvania
$25K
RFP
427
Root Financial Partners
California
$22.5K +$4.15K +28 +25%
CAL
428
Capital Advisors Ltd
Ohio
$22K
HNB
429
Huntington National Bank
Ohio
$20K -$2.23K -15 -11%
PWA
430
Physician Wealth Advisors
Utah
$19.2K
CFD
431
Creative Financial Designs
Indiana
$18.9K +$14.8K +100 +556%
SAG
432
SageView Advisory Group
California
$18.7K +$17.4K +117 New
AF
433
Advisornet Financial
Minnesota
$18.4K
TM
434
Torren Management
California
$17K +$15.7K +106 New
BIA
435
Bell Investment Advisors
California
$16.9K +$6.08K +41 +63%
CHC
436
City Holding Co
West Virginia
$16.3K +$15.1K +102 New
AAG
437
Armstrong Advisory Group
Massachusetts
$15.3K
QC
438
Quent Capital
New York
$14.7K +$3.86K +26 +39%
FFO
439
Fortitude Family Office
Arizona
$14.2K +$297 +2 +2%
TWD
440
True Wealth Design
Ohio
$13.3K +$593 +4 +5%
CT
441
Clearstead Trust
Maine
$13.1K
AA
442
Ancora Advisors
Ohio
$13.1K +$12.2K +82 New
AssetMark Inc
443
AssetMark Inc
California
$12.3K +$3.12K +21 +38%
CIAS
444
CBIZ Investment Advisory Services
Ohio
$11.5K +$10.7K +72 New
DT
445
DV Trading
Illinois
$11.5K +$10.7K +72 New
IAIM
446
International Assets Investment Management
Florida
$11K +$10.2K +69 New
RF
447
Rossby Financial
Florida
$9.91K +$9.2K +62 New
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$9.43K +$445 +3 +5%
RIL
449
Rothschild Investment LLC
Illinois
$8.31K +$3.86K +26 +100%
KFAS
450
Keating Financial Advisory Services
Kansas
$8.15K +$7.57K +51 New