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Matsons

387 hedge funds and large institutions have $3.06B invested in Matsons in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 124 increasing their positions, 153 reducing their positions, and 54 closing their positions.

Holders
387
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
124
Reduced
153
Closed
54
Calls
$5.34M
Puts
$10.6M
Net Calls
-$5.27M
Net Calls Change
-$7.22M
Name Market Value Shares Shares
Change
Shares
Change %
TPWA
351
Twin Peaks Wealth Advisors
California
$5.73K 53 +53 New
PK
352
Pflug Koory
Nebraska
$5.57K 50
SIS
353
Strategic Investment Solutions
Illinois
$5.15K 46 -7 -13%
JWA
354
JFS Wealth Advisors
Pennsylvania
$5.01K 45 -1 -2%
HWM
355
Hemington Wealth Management
Virginia
$5K 52 -9 -15%
MFT
356
Moisand Fitzgerald Tamayo
Florida
$4.68K 42
WSFS
357
Wilmington Savings Fund Society
Delaware
$4.34K 39
PWMG
358
Private Wealth Management Group
New Jersey
$4.34K 39 +29 +290%
DWM
359
Dogwood Wealth Management
Kansas
$4.29K 38 +38 New
QL
360
Quarry LP
New York
$3.9K 35 +29 +483%
LWMI
361
Legacy Wealth Management (Idaho)
Idaho
$3.45K 31 -14 -31%
LIS
362
Legacy Investment Solutions
Idaho
$3.45K 31 +31 New
HNW
363
High Note Wealth
Minnesota
$3.34K 30 -6 -17%
S
364
Sachetta
Massachusetts
$3.01K 27
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$2.23K 20 -4 -17%
CT
366
Clearstead Trust
Maine
$2.01K 18 +18 New
FFO
367
Fortitude Family Office
Arizona
$1.89K 17 +17 New
TWD
368
True Wealth Design
Ohio
$1.78K 16 -2 -11%
NWM
369
Nova Wealth Management
Florida
$1.56K 14
CFFP
370
Center for Financial Planning
Michigan
$1.45K 13
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$1.23K 11 -1 -8%
AAS
372
Ameritas Advisory Services
Nebraska
$1.11K 10 +10 New
CAL
373
Capital Advisors Ltd
Ohio
$1K 9
CFB
374
Cullen/Frost Bankers
Texas
$903 8 -90 -92%
KG
375
Kilter Group
New York
$891 8 +8 New