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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$597M +$470K +4,659 +0.1%
BlackRock
2
BlackRock
New York
$566M -$5.37M -53,176 -0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$324M -$17.8M -176,715 -4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$282M +$17.6M +173,945 +5%
Victory Capital Management
5
Victory Capital Management
Texas
$272M +$30.3M +300,356 +10%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$260M +$96.8M +958,607 +42%
Capital International Investors
7
Capital International Investors
California
$248M +$134K +1,323 +0%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$179M -$25.4M -251,754 -10%
State Street
9
State Street
Massachusetts
$167M +$1.33M +13,132 +0.6%
Invesco
10
Invesco
Georgia
$164M -$18.4M -181,904 -8%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$156M +$16.1M +159,805 +9%
MAM
12
Madison Asset Management
Wisconsin
$114M +$49.9M +494,207 +53%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$98.1M +$4.93M +48,822 +4%
CB
14
Cooke & Bieler
Pennsylvania
$83.3M +$16.3M +161,905 +18%
Norges Bank
15
Norges Bank
Norway
$72.5M +$8.68M +85,926 +10%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$70.4M +$25.5M +252,538 +40%
Principal Financial Group
17
Principal Financial Group
Iowa
$66.9M -$121K -1,194 -0.1%
UBS Group
18
UBS Group
Switzerland
$64.7M +$13.6M +134,891 +20%
RA
19
Royce & Associates
New York
$63.6M +$5.43M +53,800 +7%
Charles Schwab
20
Charles Schwab
California
$57.6M +$5.23M +51,836 +8%
Barclays
21
Barclays
United Kingdom
$57M -$14.4M -142,138 -17%
KCM
22
Kodai Capital Management
Illinois
$56.7M +$41.5M +410,865 +138%
Bank of America
23
Bank of America
North Carolina
$54.6M -$2.59M -25,640 -4%
Morgan Stanley
24
Morgan Stanley
New York
$51.5M +$1.9M +18,801 +3%
Northern Trust
25
Northern Trust
Illinois
$50.8M +$2.61M +25,822 +4%

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.