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Matthews International

160 hedge funds and large institutions have $538M invested in Matthews International in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

3.73% less ownership

Funds ownership: 81.95%78.22% (-3.7%)

5% less funds holding

Funds holding: 169160 (-9)

22% less capital invested

Capital invested by funds: $694M → $538M (-$155M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

96% less call options, than puts

Call options by funds: $18K | Put options by funds: $493K

Holders
160
Holders Change
-9
Holders Change %
-5.33%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
53
Reduced
57
Closed
25
Calls
$18K
Puts
$493K
Net Calls
-$475K
Net Calls Change
+$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
126
Investors Research Corp
Georgia
$8.9K
MCM
127
MAI Capital Management
Ohio
$8.9K
Jones Financial Companies
128
Jones Financial Companies
Missouri
$5.63K +$6.5K +250 New
OPTFSNA
129
Old Point Trust & Financial Services N A
Virginia
$5.34K
UB
130
UMB Bank
Missouri
$4.89K +$260 +10 +5%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$4.67K
EWA
132
EverSource Wealth Advisors
Alabama
$4.6K +$3.3K +127 +159%
SFGP
133
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.45K
Barrow, Hanley, Mewhinney & Strauss
134
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.23K
GWM
135
Geneos Wealth Management
Colorado
$4.18K +$4.32K +166 +755%
Simplex Trading
136
Simplex Trading
Illinois
$4K +$5.26K +202 New
IWP
137
IAG Wealth Partners
Wisconsin
$3.4K
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$2.78K -$1.53K -59 -32%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$2.38K +$338 +13 +14%
AF
140
Allworth Financial
California
$2.21K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$2K +$156 +6 +7%
Mitsubishi UFJ Asset Management
142
Mitsubishi UFJ Asset Management
Japan
$1.96K
SS
143
SBI Securities
Japan
$1.96K
CIAM
144
Caitong International Asset Management
Hong Kong
$1.6K +$1.87K +72 New
RIL
145
Rothschild Investment LLC
Illinois
$1.45K -$650 -25 -28%
LC
146
Lindbrook Capital
California
$1.02K -$546 -21 -31%
CAL
147
Capital Advisors Ltd
Ohio
$1K -$52 -2 -6%
BIG
148
Brooklyn Investment Group
New York
$846 -$729 -28 -42%
FFWM
149
Future Financial Wealth Management
Ohio
$823
AAP
150
Arax Advisory Partners
Colorado
$757 +$885 +34 New

MATW Hedge Fund Activity: Q1 2025 in Review

160 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2025, worth a combined $538M — down 22% from $694M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MATW and 16 opened new positions — a net loss of 9 holders — while 57 trimmed existing stakes and 53 added.

The largest buyer was Boston Partners, adding an estimated $11.2M. The largest seller was Phoenix Financial, cutting an estimated $38.5M.

  • 160 institutional investors held Matthews International (MATW) as of Q1 2025, down from 169 in Q4 2024.
  • Funds reported $538M of Matthews International stock for Q1 2025, down 22% quarter-over-quarter.
  • 16 funds opened new Matthews International positions in Q1 2025 and 25 closed out, a net change of -9 holders.
  • The largest Matthews International buyer in Q1 2025 was Boston Partners, an estimated $11.2M added.
  • The largest Matthews International seller in Q1 2025 was Phoenix Financial, an estimated $38.5M sold.

Based on aggregated 13F filings for Q1 2025.