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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
SO
151
Sierra Ocean
California
$600
PFBT
152
Parkside Financial Bank & Trust
Missouri
$557 +$650 +25 New
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$467
SC
154
Stephens Consulting
Michigan
$334 +$390 +15 New
WA
155
Whipplewood Advisors
Colorado
$289 +$2.45K +94 +723%
HI
156
Harbour Investments
Wisconsin
$245
FFA
157
Farther Finance Advisors
California
$241
IA
158
IFP Advisors
Florida
$89
LFG
159
Larson Financial Group
Missouri
$44
SPIA
160
Steward Partners Investment Advisory
New York
$22 +$26 +1 New
FG
161
Formula Growth
Quebec, Canada
-$1.33M -48,000 Closed
ECM
162
ExodusPoint Capital Management
New York
-$1.28M -46,279 Closed
TI
163
Trexquant Investment
Connecticut
-$1.13M -40,915 Closed
Marshall Wace
164
Marshall Wace
United Kingdom
-$650K -23,465 Closed
N
165
Numerai
California
-$557K -20,107 Closed
HF
166
HRT Financial
New York
-$538K -19,447 Closed
CA
167
Clearstead Advisors
Ohio
-$420K -15,165 Closed
AQR Capital Management
168
AQR Capital Management
Connecticut
-$279K -10,064 Closed
VOYA Investment Management
169
VOYA Investment Management
Georgia
-$261K -9,428 Closed
GAM
170
Gotham Asset Management
New York
-$260K -9,393 Closed
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
-$255K -9,212 Closed
IA
172
Inspire Advisors
Idaho
-$254K -9,185 Closed
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
-$244K -8,830 Closed
Verition Fund Management
174
Verition Fund Management
Connecticut
-$243K -8,765 Closed
State Board of Administration of Florida Retirement System
175
State Board of Administration of Florida Retirement System
Florida
-$235K -8,492 Closed

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.