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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
BlackRock
1
BlackRock
New York
$115M +$1.25M +47,697 +1%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$46.3M +$47M +1,792,021 New
Ameriprise
3
Ameriprise
Minnesota
$45.8M +$3.79M +144,546 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$41.7M +$2.2M +83,860 +5%
GI
5
GAMCO Investors
Connecticut
$39.7M -$444K -16,928 -1%
PF
6
Phoenix Financial
Israel
$37.8M +$38M +1,450,829 +10,115%
VCM
7
Vanguard Capital Management
Pennsylvania
$33.4M +$33.9M +1,294,693 New
State Street
8
State Street
Massachusetts
$31.6M +$99.8K +3,805 +0.3%
PCMF
9
Private Capital Management (Florida)
Florida
$29.6M +$3.31M +126,118 +12%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$27.8M +$668K +25,478 +2%
BCG
11
Barington Capital Group
New York
$23.9M -$1.99M -75,900 -8%
SPH
12
Steel Partners Holdings
New York
$19.9M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$19.8M +$677K +25,810 +3%
PEAK6
14
PEAK6
Illinois
$18.4M +$15.9M +607,983 +584%
SCM
15
Simcoe Capital Management
New York
$18.2M +$9.72M +370,947 +111%
Charles Schwab
16
Charles Schwab
California
$15.2M -$897K -34,209 -5%
PCM
17
Palisade Capital Management
New Jersey
$13.4M -$573K -21,857 -4%
ACB
18
Aristotle Capital Boston
Massachusetts
$13.4M -$2.01M -76,824 -13%
Morgan Stanley
19
Morgan Stanley
New York
$10.7M -$3.15M -120,069 -23%
QOP
20
Quinn Opportunity Partners
Virginia
$10.2M -$143K -5,456 -1%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$10.2M +$5.05M +192,493 +96%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$9.47M -$130K -4,947 -1%
Northern Trust
23
Northern Trust
Illinois
$7.96M +$223K +8,494 +3%
Invesco
24
Invesco
Georgia
$7.69M -$266K -10,129 -3%
ProShare Advisors
25
ProShare Advisors
Maryland
$6.36M -$27.4K -1,046 -0.4%

MATW Hedge Fund Activity: Q1 2026 in Review

169 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2026, worth a combined $763M — up 5.5% from $723M a quarter earlier.

Fund positioning in MATW was balanced in Q1 2026: 22 funds opened new positions, 22 closed out, 62 added to existing stakes and 51 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $38M. The largest seller was Boston Partners, cutting an estimated $11.2M.

  • 169 institutional investors held Matthews International (MATW) as of Q1 2026, down from 175 in Q4 2025.
  • Funds reported $763M of Matthews International stock for Q1 2026, up 5.5% quarter-over-quarter.
  • 22 funds opened new Matthews International positions in Q1 2026 and 22 closed out, a net change of 0 holders.
  • The largest Matthews International buyer in Q1 2026 was Phoenix Financial, an estimated $38M added.
  • The largest Matthews International seller in Q1 2026 was Boston Partners, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2026.