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Milestone Scientific
MLSS

Overview Fund Activity

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
Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.47%
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

Top Buyers

1
CIC
Carnegie Investment Counsel
Ohio
$105K
2
LPL Financial
LPL Financial
California
$66.8K
3
Mariner
Mariner
Kansas
$125K
4
Raymond James Financial
Raymond James Financial
Florida
$39.5K
5
Citadel Advisors
Citadel Advisors
Florida
$25.2K

Top Sellers

1
XT
XTX Topco
Cayman Islands
$0
2
OC
Oppenheimer & Co
New York
$23.9K
3
Renaissance Technologies
Renaissance Technologies
New York
$46.6K
4
SFA
Sequoia Financial Advisors
Ohio
$27.6K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$212
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.39M – – –
Geode Capital Management
2
Geode Capital Management
Massachusetts
$350K +$416 +653 +0.1%
BCM
3
Bridgeway Capital Management
Texas
$226K – – –
Mariner
4
Mariner
Kansas
$125K +$47.7K +75,000 +62%
CIC
5
Carnegie Investment Counsel
Ohio
$105K +$105K +164,609 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$102K +$22.9K +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 +$66.8K +104,945 New
WIA
10
World Investment Advisors
California
$63.7K – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$46.6K -$2.9K -4,559 -6%
BlackRock
12
BlackRock
New York
$45.1K +$183 +287 +0.4%
Raymond James Financial
13
Raymond James Financial
Florida
$39.5K +$31.8K +50,000 +417%
BIG
14
Brookwood Investment Group
Arizona
$31.3K – – –
SFA
15
Sequoia Financial Advisors
Ohio
$27.6K -$1K -1,578 -4%
KAS
16
Kestra Advisory Services
Texas
$26.2K – – –
Citadel Advisors
17
Citadel Advisors
Florida
$25.2K +$25.2K +39,642 New
OC
18
Oppenheimer & Co
New York
$23.9K -$3.18K -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 +$20K +31,747 New
NFSG
22
Newbridge Financial Services Group
Florida
$10.5K +$4.77K +7,500 +83%
HighTower Advisors
23
HighTower Advisors
Illinois
$9.97K – – –
CPRC
24
Consolidated Portfolio Review Corp
New York
$9.33K +$1.62K +2,551 +21%
UBS Group
25
UBS Group
Switzerland
$8.33K +$5.16K +8,114 +163%
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