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Matthews International

161 hedge funds and large institutions have $539M invested in Matthews International in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less capital invested

Capital invested by funds: $694M → $539M (-$155M)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

96% less call options, than puts

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

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18K
Puts
$493K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Sterling Capital Management
North Carolina
$11.4K
IRC
127
Investors Research Corp
Georgia
$8.9K
MCM
128
MAI Capital Management
Ohio
$8.9K
Jones Financial Companies
129
Jones Financial Companies
Missouri
$5.63K
OPTFSNA
130
Old Point Trust & Financial Services N A
Virginia
$5.34K
UB
131
UMB Bank
Missouri
$4.89K
MPWT
132
MassMutual Private Wealth & Trust
Connecticut
$4.67K
EWA
133
EverSource Wealth Advisors
Alabama
$4.6K
SFG
134
Stonebridge Financial Group
Pennsylvania
$4.45K
Barrow, Hanley, Mewhinney & Strauss
135
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.23K
GWM
136
Geneos Wealth Management
Colorado
$4.18K
Simplex Trading
137
Simplex Trading
Illinois
$4K
IWP
138
IAG Wealth Partners
Wisconsin
$3.4K
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$2.78K
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$2.38K
AF
141
Allworth Financial
California
$2.21K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$2K
SS
143
SBI Securities
Japan
$1.96K
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$1.96K
CIAM
145
Caitong International Asset Management
Hong Kong
$1.6K
RIL
146
Rothschild Investment LLC
Illinois
$1.45K
LC
147
Lindbrook Capital
California
$1.02K
CAL
148
Capital Advisors Ltd
Ohio
$1K
BIG
149
Brooklyn Investment Group
New York
$846
FFWM
150
Future Financial Wealth Management
Ohio
$823