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Matthews International

169 hedge funds and large institutions have $763M invested in Matthews International in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 51

6% more capital invested

Capital invested by funds: $723M → $763M (+$40M)

5.2% more ownership

Funds ownership: 89.92%95.13% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

3% less funds holding

Funds holding: 175169 (-6)

66% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $5.45M

Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
62
Reduced
51
Closed
22
Calls
$1.87M
Puts
$5.45M
Net Calls
-$3.58M
Net Calls Change
+$563K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
GAMMA Investing
California
$50.2K +$4.61K +176 +10%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.6K +$446 +17 +1%
Osaic Holdings
128
Osaic Holdings
Arizona
$35.3K +$79 +3 +0.2%
SAM
129
Smartleaf Asset Management
Massachusetts
$26.4K -$72.6K -2,768 -73%
SCM
130
Sterling Capital Management
North Carolina
$25.5K -$19.7K -752 -43%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$23.1K -$629 -24 -3%
TRCT
132
Tower Research Capital (TRC)
New York
$22.9K -$137K -5,219 -85%
SL
133
Salomon & Ludwin
Virginia
$19.5K +$7.29K +278 +57%
EWA
134
EverSource Wealth Advisors
Alabama
$18.7K +$1.31K +50 +7%
BNP Paribas Asset Management
135
BNP Paribas Asset Management
France
$18.1K +$6.63K +253 +56%
ST
136
Smithfield Trust
Pennsylvania
$18K
PWPS
137
Pinnacle Wealth Planning Services
Ohio
$17.2K +$603 +23 +4%
VCM
138
Versant Capital Management
Arizona
$13.8K +$2.28K +87 +19%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$11.9K +$4.93K +188 +69%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$11K
IRC
141
Investors Research Corp
Georgia
$10.3K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$9.45K -$2.28K -87 -19%
OPTFSNA
143
Old Point Trust & Financial Services N A
Virginia
$6.2K
MCM
144
MAI Capital Management
Ohio
$5.94K +$3.8K +145 +171%
FFA
145
Farther Finance Advisors
California
$5.54K +$288 +11 +5%
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$5.42K
Bessemer Group
147
Bessemer Group
New Jersey
$4K
IWP
148
IAG Wealth Partners
Wisconsin
$3.95K
Los Angeles Capital Management
149
Los Angeles Capital Management
California
$2.58K
GSEP
150
Golden State Equity Partners
California
$2.58K +$2.62K +100 New