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Matsons

390 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, 155 reducing their positions, and 55 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: 125 | 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
390
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
JPMorgan Chase & Co
JPMorgan Chase & Co
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
WSFS
360
Wilmington Savings Fund Society
Delaware
$4.34K
PWMG
361
Private Wealth Management Group
New Jersey
$4.34K
DWM
362
Dogwood Wealth Management
Kansas
$4.29K
QL
363
Quarry LP
New York
$3.9K
LWMI
364
Legacy Wealth Management (Idaho)
Idaho
$3.45K
LIS
365
Legacy Investment Solutions
Idaho
$3.45K
HNW
366
High Note Wealth
Minnesota
$3.34K
S
367
Sachetta
Massachusetts
$3.01K
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$2.23K
CT
369
Clearstead Trust
Maine
$2K
FFO
370
Fortitude Family Office
Arizona
$1.89K
TWD
371
True Wealth Design
Ohio
$1.78K
NWM
372
Nova Wealth Management
Florida
$1.56K
CFFP
373
Center for Financial Planning
Michigan
$1.45K
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$1.23K
AAS
375
Ameritas Advisory Services
Nebraska
$1.11K