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Milestone Scientific

29 hedge funds and large institutions have $3.9M invested in Milestone Scientific in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 5.7%5.37% (-0.33%)

8% less capital invested

Capital invested by funds: $4.26M → $3.9M (-$360K)

17% less funds holding

Funds holding: 3529 (-6)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
7
Closed
8
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04M +$3.5K +3,187 +0.1%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$513K +$26.4K +24,021 +5%
BCM
3
Bridgeway Capital Management
Texas
$332K -$11.9K -10,800 -3%
State Street
4
State Street
Massachusetts
$130K -$2.52K -2,300 -2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$115K -$38K -34,647 -22%
Mariner
6
Mariner
Kansas
$114K
Northern Trust
7
Northern Trust
Illinois
$105K +$19.7K +17,927 +19%
WIA
8
World Investment Advisors
California
$93.3K
Renaissance Technologies
9
Renaissance Technologies
New York
$72.5K -$53.2K -48,519 -38%
BlackRock
10
BlackRock
New York
$65.8K
BIG
11
Brookwood Investment Group
Arizona
$45.8K +$53.9K +49,100 New
SFA
12
Sequoia Financial Advisors
Ohio
$42K
OC
13
Oppenheimer & Co
New York
$39.6K
KAS
14
Kestra Advisory Services
Texas
$38.3K
Charles Schwab
15
Charles Schwab
California
$32.1K
XT
16
XTX Topco
Cayman Islands
$31.8K +$18.7K +17,002 +99%
RCM
17
Radnor Capital Management
Pennsylvania
$29K
HighTower Advisors
18
HighTower Advisors
Illinois
$14.6K -$1.1K -1,000 -6%
CPRC
19
Consolidated Portfolio Review Corp
New York
$11.3K +$13.3K +12,100 New
Raymond James Financial
20
Raymond James Financial
Florida
$11.2K
DSAM
21
Dock Street Asset Management
Florida
$9.33K
NFSG
22
Newbridge Financial Services Group
Florida
$8.39K
Morgan Stanley
23
Morgan Stanley
New York
$5.14K +$1.54K +1,401 +34%
UBS Group
24
UBS Group
Switzerland
$4.65K
US Bancorp
25
US Bancorp
Minnesota
$1.86K

MLSS Hedge Fund Activity: Q1 2025 in Review

29 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Milestone Scientific (MLSS) for Q1 2025, worth a combined $3.9M — down 8.4% from $4.26M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MLSS and 2 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Geode Capital Management, adding an estimated $26.4K. The largest seller was Carnegie Investment Counsel, exiting entirely with an estimated $166K sold.

  • 29 institutional investors held Milestone Scientific (MLSS) as of Q1 2025, down from 35 in Q4 2024.
  • Funds reported $3.9M of Milestone Scientific stock for Q1 2025, down 8.4% quarter-over-quarter.
  • 2 funds opened new Milestone Scientific positions in Q1 2025 and 8 closed out, a net change of -6 holders.
  • The largest Milestone Scientific buyer in Q1 2025 was Geode Capital Management, an estimated $26.4K added.
  • The largest Milestone Scientific seller in Q1 2025 was Carnegie Investment Counsel, an estimated $166K sold.

Based on aggregated 13F filings for Q1 2025.