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Matsons

391 hedge funds and large institutions have $3.07B invested in Matsons in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 155 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

19% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 155

39% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $26.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
391
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.1M
Puts
$26.2M
Net Calls
Net Calls Change

Top Buyers

1 +$23.4M
2 +$21M
3 +$15.5M
4
Ameriprise
Ameriprise
Minnesota
+$14.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$12.7M

Top Sellers

1 -$69.5M
2 -$28.4M
3 -$14.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$10.4M
5
HF
HRT Financial
New York
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
351
Albion Financial Group
Utah
$6.13K
SIS
352
Sound Income Strategies
Florida
$6.12K
BFS
353
Bare Financial Services
Pennsylvania
$5.9K
TPWA
354
Twin Peaks Wealth Advisors
California
$5.73K
PK
355
Pflug Koory
Nebraska
$5.57K
SIS
356
Strategic Investment Solutions
Illinois
$5.15K
JWA
357
JFS Wealth Advisors
Pennsylvania
$5.01K
HWM
358
Hemington Wealth Management
Virginia
$5K
MFT
359
Moisand Fitzgerald Tamayo
Florida
$4.68K
DB
360
Danske Bank
Denmark
$4.34K
WSFS
361
Wilmington Savings Fund Society
Delaware
$4.34K
PWMG
362
Private Wealth Management Group
New Jersey
$4.34K
DWM
363
Dogwood Wealth Management
Kansas
$4.29K
QL
364
Quarry LP
New York
$3.9K
LWMI
365
Legacy Wealth Management (Idaho)
Idaho
$3.45K
LIS
366
Legacy Investment Solutions
Idaho
$3.45K
HNW
367
High Note Wealth
Minnesota
$3.34K
S
368
Sachetta
Massachusetts
$3.01K
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$2.23K
CT
370
Clearstead Trust
Maine
$2K
FFO
371
Fortitude Family Office
Arizona
$1.89K
TWD
372
True Wealth Design
Ohio
$1.78K
NWM
373
Nova Wealth Management
Florida
$1.56K
CFFP
374
Center for Financial Planning
Michigan
$1.45K
DPW
375
DiNuzzo Private Wealth
Pennsylvania
$1.23K