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Matthews International

175 hedge funds and large institutions have $723M invested in Matthews International in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $644M → $723M (+$79.4M)

9% more funds holding

Funds holding: 161175 (+14)

3.78% more ownership

Funds ownership: 86.14%89.92% (+3.8%)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.14M

Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
34
Increased
57
Reduced
60
Closed
19
Calls
Puts
$4.14M
Net Calls
-$4.14M
Net Calls Change
-$616K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Tripletail Wealth Management
Florida
$73.2K +$46.7K +1,900 +207%
AIP
127
Ameritas Investment Partners
Nebraska
$65.1K
PCM
128
Potomac Capital Management
New York
$58.8K +$55.3K +2,250 New
US Bancorp
129
US Bancorp
Minnesota
$53.9K
GI
130
GAMMA Investing
California
$46.2K -$1.52K -62 -3%
SCM
131
Sterling Capital Management
North Carolina
$45.5K -$7.83K -319 -15%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.6K +$1.28K +52 +4%
Osaic Holdings
133
Osaic Holdings
Arizona
$35.6K -$74 -3 -0.2%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$35.1K +$12.2K +497 +59%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$24K +$19.2K +780 +569%
ST
136
Smithfield Trust
Pennsylvania
$18K
EWA
137
EverSource Wealth Advisors
Alabama
$17.7K +$1.57K +64 +10%
PWPS
138
Pinnacle Wealth Planning Services
Ohio
$16.8K +$15.8K +644 New
SL
139
Salomon & Ludwin
Virginia
$12.9K +$4.74K +193 +65%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$12K +$1.4K +57 +14%
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$12K +$3.36K +137 +44%
VCM
142
Versant Capital Management
Arizona
$11.7K +$1.18K +48 +12%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$11.4K +$4.3K +175 +67%
IRC
144
Investors Research Corp
Georgia
$10.4K
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$7.08K +$6.29K +256 +1,707%
OPTFSNA
146
Old Point Trust & Financial Services N A
Virginia
$6.27K
ACM
147
Aster Capital Management
United Arab Emirates
$5.62K +$5.28K +215 New
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$5.49K
FFA
149
Farther Finance Advisors
California
$5.43K +$74 +3 +1%
AAP
150
Arax Advisory Partners
Colorado
$4.1K -$3.46K -141 -47%