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Matsons
MATX

395 hedge funds and large institutions have $3.6B invested in Matsons in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 144 increasing their positions, 120 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $2.1M

20% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 120

12% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 51

0.25% more ownership

Funds ownership: 85.29% → 85.54% (+0.25%)

0% more funds holding

Funds holding: 395 → 395 (0)

6% less capital invested

Capital invested by funds: $3.82B → $3.6B (-$222M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
395
Holders Change
–
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
57
Increased
144
Reduced
120
Closed
51
Calls
$4.05M
Puts
$2.1M
Net Calls
+$1.95M
Net Calls Change
+$439K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$106M
2
Bank of America
Bank of America
North Carolina
+$26.9M
3
Jane Street
Jane Street
New York
+$18.6M
4
PWAM
Park West Asset Management
California
+$12.3M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$11.4M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$108M
2
First Trust Advisors
First Trust Advisors
Illinois
-$63M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$30.2M
4
BlackRock
BlackRock
New York
-$25.7M
5
Norges Bank
Norges Bank
Norway
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
376
Center for Financial Planning
Michigan
$1.67K – – –
DPW
377
DiNuzzo Private Wealth
Pennsylvania
$1.54K – – –
SIC
378
SJS Investment Consulting
Ohio
$1.54K – – –
BFS
379
Bare Financial Services
Pennsylvania
$1.54K +$1.65K +12 New
GFPC
380
Global Financial Private Client
Florida
$1.41K +$1.1K +8 +267%
PWMG
381
Private Wealth Management Group
New Jersey
$1.28K – – –
SC
382
Stephens Consulting
Michigan
$1.28K +$1.37K +10 New
CAL
383
Capital Advisors Ltd
Ohio
$1K – – –
QL
384
Quarry LP
New York
$769 -$4.66K -34 -85%
LFG
385
Larson Financial Group
Missouri
$769 – – –
BGAI
386
Bruce G. Allen Investments
Colorado
$769 +$274 +2 +50%
CFO
387
CVA Family Office
Colorado
$641 – – –
MCM
388
Manchester Capital Management
Vermont
$641 – – –
SS
389
SBI Securities
Japan
$513 -$1.78K -13 -76%
AWM
390
Abound Wealth Management
Tennessee
$257 – – –
PWM
391
Parkworth Wealth Management
California
$256 – – –
BHWM
392
Bay Harbor Wealth Management
Maryland
$256 +$274 +2 New
TFM
393
TFC Financial Management
Massachusetts
$129 – – –
HIA
394
HFM Investment Advisors
New Jersey
$129 +$137 +1 New
LIP
395
Lighthouse Investment Partners
Florida
– -$3.24M -24,013 Closed
Wellington Management Group
396
Wellington Management Group
Massachusetts
– -$2.7M -20,059 Closed
EGI
397
EAM Global Investors
California
– -$2.42M -17,976 Closed
KWM
398
Kingsview Wealth Management
Oregon
– -$2.37M -17,580 Closed
EF
399
Empowered Funds
Pennsylvania
– -$2.17M -16,067 Closed
Tudor Investment Corp
400
Tudor Investment Corp
Connecticut
– -$1.69M -12,497 Closed
14 15
16
17 18

MATX Hedge Fund Activity: Q1 2025 in Review

395 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Matsons (MATX) for Q1 2025, worth a combined $3.6B — down 5.8% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MATX positions and 51 closed out — a net gain of 6 holders — while 144 added to existing stakes and 120 trimmed.

The largest buyer was Boston Partners, adding an estimated $106M. The largest seller was Pacer Advisors, cutting an estimated $108M.

  • 395 institutional investors held Matsons (MATX) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $3.6B of Matsons stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 57 funds opened new Matsons positions in Q1 2025 and 51 closed out, a net change of +6 holders.
  • The largest Matsons buyer in Q1 2025 was Boston Partners, an estimated $106M added.
  • The largest Matsons seller in Q1 2025 was Pacer Advisors, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2025.