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Matsons

392 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, 125 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 57

1% less funds holding

Funds holding: 395392 (-3)

1.12% less ownership

Funds ownership: 85.54%84.41% (-1.1%)

15% less capital invested

Capital invested by funds: $3.6B → $3.07B (-$529M)

20% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 156

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
392
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
5.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
125
Reduced
156
Closed
57
Calls
$16.1M
Puts
$26.2M
Net Calls
-$10.1M
Net Calls Change
-$12.1M
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 -$42.6K -389 -88%
BFS
353
Bare Financial Services
Pennsylvania
$5.9K +$4.49K +41 +342%
TPWA
354
Twin Peaks Wealth Advisors
California
$5.73K +$5.8K +53 New
PK
355
Pflug Koory
Nebraska
$5.57K
SIS
356
Strategic Investment Solutions
Illinois
$5.15K -$766 -7 -13%
JWA
357
JFS Wealth Advisors
Pennsylvania
$5.01K -$109 -1 -2%
HWM
358
Hemington Wealth Management
Virginia
$5K -$985 -9 -15%
MFT
359
Moisand Fitzgerald Tamayo
Florida
$4.68K
DB
360
Danske Bank
Denmark
$4.34K -$1.17M -10,707 -100%
WSFS
361
Wilmington Savings Fund Society
Delaware
$4.34K
PWMG
362
Private Wealth Management Group
New Jersey
$4.34K +$3.17K +29 +290%
DWM
363
Dogwood Wealth Management
Kansas
$4.29K +$4.16K +38 New
QL
364
Quarry LP
New York
$3.9K +$3.17K +29 +483%
LWMI
365
Legacy Wealth Management (Idaho)
Idaho
$3.45K -$1.53K -14 -31%
LIS
366
Legacy Investment Solutions
Idaho
$3.45K +$3.39K +31 New
HNW
367
High Note Wealth
Minnesota
$3.34K -$656 -6 -17%
S
368
Sachetta
Massachusetts
$3.01K
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$2.23K -$438 -4 -17%
CT
370
Clearstead Trust
Maine
$2K +$1.97K +18 New
FFO
371
Fortitude Family Office
Arizona
$1.89K +$1.86K +17 New
TWD
372
True Wealth Design
Ohio
$1.78K -$219 -2 -11%
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 -$109 -1 -8%

MATX Hedge Fund Activity: Q2 2025 in Review

392 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Matsons (MATX) for Q2 2025, worth a combined $3.07B — down 15% from $3.6B a quarter earlier.

Fund positioning in MATX was balanced in Q2 2025: 57 funds opened new positions, 57 closed out, 125 added to existing stakes and 156 trimmed.

The largest buyer was Park West Asset Management, adding an estimated $23M. The largest seller was Boston Partners, cutting an estimated $68.3M.

  • 392 institutional investors held Matsons (MATX) as of Q2 2025, down from 395 in Q1 2025.
  • Funds reported $3.07B of Matsons stock for Q2 2025, down 15% quarter-over-quarter.
  • 57 funds opened new Matsons positions in Q2 2025 and 57 closed out, a net change of 0 holders.
  • The largest Matsons buyer in Q2 2025 was Park West Asset Management, an estimated $23M added.
  • The largest Matsons seller in Q2 2025 was Boston Partners, an estimated $68.3M sold.

Based on aggregated 13F filings for Q2 2025.