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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
BlackRock
1
BlackRock
New York
$102M -$4.03M -155,055 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.1M -$5.65M -217,320 -6%
Ameriprise
3
Ameriprise
Minnesota
$34M -$8.51M -326,932 -18%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.6M +$1.42M +54,530 +4%
State Street
5
State Street
Massachusetts
$27.9M -$201K -7,744 -0.6%
GI
6
GAMCO Investors
Connecticut
$27.8M +$1.15M +44,055 +4%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$20.4M +$3.85M +148,161 +19%
BCG
8
Barington Capital Group
New York
$17.8M +$6.11M +234,655 +42%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$16.4M +$355K +13,662 +2%
ACB
10
Aristotle Capital Boston
Massachusetts
$15M -$3.99M -153,369 -18%
PCM
11
Palisade Capital Management
New Jersey
$14.5M +$1.82M +70,078 +12%
Boston Partners
12
Boston Partners
Massachusetts
$10.1M +$11.2M +430,125 +1,697%
QOP
13
Quinn Opportunity Partners
Virginia
$8.57M +$5.01M +192,720 +100%
Charles Schwab
14
Charles Schwab
California
$8.24M +$1.01M +38,740 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.01M -$412K -15,821 -4%
Morgan Stanley
16
Morgan Stanley
New York
$7.77M +$483K +18,578 +6%
Northern Trust
17
Northern Trust
Illinois
$7.26M -$371K -14,241 -4%
ProShare Advisors
18
ProShare Advisors
Maryland
$6.56M +$655K +25,171 +9%
Invesco
19
Invesco
Georgia
$5.26M -$1.09M -42,048 -15%
Bank of America
20
Bank of America
North Carolina
$5.21M +$3M +115,368 +97%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$5M +$773K +29,720 +15%
PAMP
22
Polar Asset Management Partners
Ontario, Canada
$4.78M +$1.92M +73,614 +52%
SEI Investments
23
SEI Investments
Pennsylvania
$4.12M +$177K +6,806 +4%
ICM
24
Invenomic Capital Management
Massachusetts
$4.12M +$4.82M +185,173 New
Goldman Sachs
25
Goldman Sachs
New York
$3.56M -$1.72M -66,089 -29%

MATW Hedge Fund Activity: Q1 2025 in Review

160 of the 7,457 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.