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Matsons
MATX

Overview Fund Activity

389 hedge funds and large institutions have $3.07B invested in Matsons in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 124 increasing their positions, 155 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
5.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
124
Reduced
155
Closed
55
Calls
$16.1M
Puts
$26.2M
Net Calls
-$10.1M
Net Calls Change
-$12.1M

Top Buyers

1
PWAM
1
Park West Asset Management
California
$33.4M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$21M
3
FACM
3
Forest Avenue Capital Management
Florida
$46M
4
Ameriprise
4
Ameriprise
Minnesota
$65.8M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$32.3M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$37.2M
2
BlackRock
2
BlackRock
New York
$552M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$430M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26.4M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
351
Sound Income Strategies
Florida
$6.12K -$43.3K -389 -88%
BFS
352
Bare Financial Services
Pennsylvania
$5.9K +$4.57K +41 +342%
TPWA
353
Twin Peaks Wealth Advisors
California
$5.73K +$5.73K +53 New
PK
354
Pflug Koory
Nebraska
$5.57K – – –
SIS
355
Strategic Investment Solutions
Illinois
$5.15K -$783 -7 -13%
JWA
356
JFS Wealth Advisors
Pennsylvania
$5.01K -$111 -1 -2%
HWM
357
Hemington Wealth Management
Virginia
$5K -$865 -9 -15%
MFT
358
Moisand Fitzgerald Tamayo
Florida
$4.68K – – –
WSFS
359
Wilmington Savings Fund Society
Delaware
$4.34K – – –
PWMG
360
Private Wealth Management Group
New Jersey
$4.34K +$3.23K +29 +290%
DWM
361
Dogwood Wealth Management
Kansas
$4.29K +$4.29K +38 New
QL
362
Quarry LP
New York
$3.9K +$3.23K +29 +483%
LWMI
363
Legacy Wealth Management (Idaho)
Idaho
$3.45K -$1.56K -14 -31%
LIS
364
Legacy Investment Solutions
Idaho
$3.45K +$3.45K +31 New
HNW
365
High Note Wealth
Minnesota
$3.34K -$668 -6 -17%
S
366
Sachetta
Massachusetts
$3.01K – – –
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$2.23K -$445 -4 -17%
CT
368
Clearstead Trust
Maine
$2.01K +$2.01K +18 New
FFO
369
Fortitude Family Office
Arizona
$1.89K +$1.89K +17 New
TWD
370
True Wealth Design
Ohio
$1.78K -$223 -2 -11%
NWM
371
Nova Wealth Management
Florida
$1.56K – – –
CFFP
372
Center for Financial Planning
Michigan
$1.45K – – –
DPW
373
DiNuzzo Private Wealth
Pennsylvania
$1.23K -$111 -1 -8%
AAS
374
Ameritas Advisory Services
Nebraska
$1.11K +$1.11K +10 New
CAL
375
Capital Advisors Ltd
Ohio
$1K – – –
13 14
15
16 17