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MKS Inc

615 hedge funds and large institutions have $15.8B invested in MKS Inc in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 202 increasing their positions, 191 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $496M | Put options by funds: $50.6M

212% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 52

85% more funds holding in top 10

Funds holding in top 10: 1324 (+11)

40% more capital invested

Capital invested by funds: $11.3B → $15.8B (+$4.5B)

20% more funds holding

Funds holding: 513615 (+102)

6% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 191

2.72% less ownership

Funds ownership: 105.2%102.47% (-2.7%)

Holders
615
Holders Change
+102
Holders Change %
+19.88%
% of All Funds
7.58%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.3%
New
162
Increased
202
Reduced
191
Closed
52
Calls
$496M
Puts
$50.6M
Net Calls
+$445M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
551
Joseph Group Capital Management
Ohio
$9.42K +$9.27K +41 New
MWA
552
Medallion Wealth Advisors
Connecticut
$9.19K -$2.26K -10 -20%
PPC
553
Park Place Capital
Alabama
$9.19K
AW
554
Avion Wealth
Texas
$9K
WPA
555
Wealth Preservation Advisors
Tennessee
$8.96K +$8.82K +39 New
TFA
556
Transamerica Financial Advisors
Florida
$8.96K +$678 +3 +8%
AWA
557
Acumen Wealth Advisors
Tennessee
$8.5K
LI
558
LRI Investments
Florida
$8.27K +$8.14K +36 New
EWP
559
Elevation Wealth Partners
California
$7.81K
WETS
560
Wealth Enhancement Trust Services
South Dakota
$7.81K
EP
561
Essential Partners
California
$7.58K +$2.49K +11 +50%
CCWM
562
Cassaday & Co Wealth Management
Virginia
$7.36K +$7.24K +32 New
APW
563
Aventura Private Wealth
Florida
$7.35K
PTC
564
Private Trust Company
Ohio
$7.35K +$7.24K +32 New
JWA
565
JFS Wealth Advisors
Pennsylvania
$7.13K +$2.04K +9 +41%
CFM
566
Cornerstone Financial Management
Massachusetts
$6.66K
JSAM
567
J. Safra Asset Management
New York
$5.75K +$1.13K +5 +25%
FG
568
Fairman Group
Pennsylvania
$5.51K
BWL
569
Bogart Wealth LLC
Virginia
$5.29K
PWMG
570
Prestige Wealth Management Group
New Jersey
$5.06K
JWM
571
JPL Wealth Management
Colorado
$5.06K +$4.97K +22 New
BGAI
572
Bruce G. Allen Investments
Colorado
$4.83K
Q1WB
573
Quest 10 Wealth Builders
Virginia
$4.83K +$4.75K +21 New
SFS
574
Sunrise Financial Services
Washington
$4.6K
PWMG
575
Private Wealth Management Group
New Jersey
$4.37K