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Milestone Scientific

35 hedge funds and large institutions have $2.98M invested in Milestone Scientific in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

21% more funds holding

Funds holding: 2935 (+6)

0.59% more ownership

Funds ownership: 5.37%5.97% (+0.59%)

24% less capital invested

Capital invested by funds: $3.9M → $2.98M (-$922K)

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
4
Closed
1
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.39M
Geode Capital Management
2
Geode Capital Management
Massachusetts
$350K +$599 +653 +0.1%
BCM
3
Bridgeway Capital Management
Texas
$226K
Mariner
4
Mariner
Kansas
$125K +$68.8K +75,000 +62%
CIC
5
Carnegie Investment Counsel
Ohio
$105K +$151K +164,609 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$102K +$33K +36,020 +29%
State Street
7
State Street
Massachusetts
$89K
Northern Trust
8
Northern Trust
Illinois
$71.7K
LPL Financial
9
LPL Financial
California
$66.8K +$96.3K +104,945 New
WIA
10
World Investment Advisors
California
$63.6K
Renaissance Technologies
11
Renaissance Technologies
New York
$46.6K -$4.18K -4,559 -6%
BlackRock
12
BlackRock
New York
$45.1K +$263 +287 +0.4%
Raymond James Financial
13
Raymond James Financial
Florida
$39.5K +$45.9K +50,000 +417%
BIG
14
Brookwood Investment Group
Arizona
$31.3K
SFA
15
Sequoia Financial Advisors
Ohio
$27.6K -$1.45K -1,578 -4%
KAS
16
Kestra Advisory Services
Texas
$26.2K
Citadel Advisors
17
Citadel Advisors
Florida
$25.2K +$36.4K +39,642 New
OC
18
Oppenheimer & Co
New York
$23.9K -$4.59K -5,000 -12%
Charles Schwab
19
Charles Schwab
California
$21.9K
RCM
20
Radnor Capital Management
Pennsylvania
$20K
VF
21
Virtu Financial
New York
$20K +$29.1K +31,747 New
NFSG
22
Newbridge Financial Services Group
Florida
$10.5K +$6.88K +7,500 +83%
HighTower Advisors
23
HighTower Advisors
Illinois
$9.97K
CPRC
24
Consolidated Portfolio Review Corp
New York
$9.32K +$2.34K +2,551 +21%
UBS Group
25
UBS Group
Switzerland
$8.33K +$7.44K +8,114 +163%

MLSS Hedge Fund Activity: Q2 2025 in Review

35 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Milestone Scientific (MLSS) for Q2 2025, worth a combined $2.98M — down 24% from $3.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MLSS positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Carnegie Investment Counsel, opening a new position worth an estimated $151K. The largest seller was XTX Topco, exiting entirely with an estimated $31.8K sold.

  • 35 institutional investors held Milestone Scientific (MLSS) as of Q2 2025, up from 29 in Q1 2025.
  • Funds reported $2.98M of Milestone Scientific stock for Q2 2025, down 24% quarter-over-quarter.
  • 7 funds opened new Milestone Scientific positions in Q2 2025 and 1 closed out, a net change of +6 holders.
  • The largest Milestone Scientific buyer in Q2 2025 was Carnegie Investment Counsel, an estimated $151K added.
  • The largest Milestone Scientific seller in Q2 2025 was XTX Topco, an estimated $31.8K sold.

Based on aggregated 13F filings for Q2 2025.