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MSC Industrial Direct

383 hedge funds and large institutions have $3.66B invested in MSC Industrial Direct in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 153 increasing their positions, 119 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 119

2.09% more ownership

Funds ownership: 82.15%84.24% (+2.1%)

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

0% more funds holding

Funds holding: 382383 (+1)

5% less capital invested

Capital invested by funds: $3.86B → $3.66B (-$203M)

85% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $88.9M

Holders
383
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
153
Reduced
119
Closed
49
Calls
$13.1M
Puts
$88.9M
Net Calls
-$75.8M
Net Calls Change
-$80.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
351
Whipplewood Advisors
Colorado
$2.48K -$400 -5 -16%
JWA
352
JFS Wealth Advisors
Pennsylvania
$2.41K +$560 +7 +29%
AWM
353
Accredited Wealth Management
Kentucky
$2.33K
KFI
354
Key Financial Inc
Pennsylvania
$2.25K
SC
355
Swan Capital
Florida
$2.17K
BTD
356
BankPlus Trust Department
Mississippi
$2.1K
DJSG
357
D.J. St. Germain
Massachusetts
$1.79K +$1.84K +23 New
BGAI
358
Bruce G. Allen Investments
Colorado
$1.71K -$80 -1 -4%
BIA
359
Bell Investment Advisors
California
$1.71K +$480 +6 +38%
TWD
360
True Wealth Design
Ohio
$1.55K +$1.6K +20 New
SAM
361
Smartleaf Asset Management
Massachusetts
$1.48K -$2.16K -27 -59%
PWA
362
Physician Wealth Advisors
Utah
$1.32K +$1.36K +17 New
BCMLT
363
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.18K -$160 -2 -12%
AssetMark Inc
364
AssetMark Inc
California
$1.09K
SO
365
Sierra Ocean
California
$1.01K
MEG
366
Millstone Evans Group
Colorado
$932
FNWA
367
Financial Network Wealth Advisors
Utah
$854 +$881 +11 New
Amundi
368
Amundi
France
$827 +$881 +11 New
SIC
369
SJS Investment Consulting
Ohio
$777 +$320 +4 +67%
GFPC
370
Global Financial Private Client
Florida
$699 +$560 +7 +350%
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$622 +$160 +2 +33%
PTC
372
Private Trust Company
Ohio
$621
CA
373
Continuum Advisory
Idaho
$388
CCM
374
Copeland Capital Management
Pennsylvania
$388
T
375
Transce3nd
Texas
$311

MSM Hedge Fund Activity: Q1 2025 in Review

383 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in MSC Industrial Direct (MSM) for Q1 2025, worth a combined $3.66B — down 5.3% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MSM positions and 49 closed out — a net gain of 4 holders — while 153 added to existing stakes and 119 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $51M. The largest seller was Pacer Advisors, exiting entirely with an estimated $65.9M sold.

  • 383 institutional investors held MSC Industrial Direct (MSM) as of Q1 2025, up from 382 in Q4 2024.
  • Funds reported $3.66B of MSC Industrial Direct stock for Q1 2025, down 5.3% quarter-over-quarter.
  • 53 funds opened new MSC Industrial Direct positions in Q1 2025 and 49 closed out, a net change of +4 holders.
  • The largest MSC Industrial Direct buyer in Q1 2025 was Victory Capital Management, an estimated $51M added.
  • The largest MSC Industrial Direct seller in Q1 2025 was Pacer Advisors, an estimated $65.9M sold.

Based on aggregated 13F filings for Q1 2025.