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Matrix Service

144 hedge funds and large institutions have $279M invested in Matrix Service in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 46

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 144144 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.93% less ownership

Funds ownership: 87.21%86.28% (-0.93%)

3% less capital invested

Capital invested by funds: $287M → $279M (-$8.55M)

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
63
Reduced
46
Closed
19
Calls
$329K
Puts
Net Calls
+$329K
Net Calls Change
-$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
126
Optiver Holding
Netherlands
$3.05K +$953 +80 +43%
FFA
127
Farther Finance Advisors
California
$3.03K +$429 +36 +16%
AF
128
Allworth Financial
California
$2.97K +$1.74K +146 +129%
QCG
129
Quadrant Capital Group
Ohio
$2.42K +$2.06K +173 +455%
TWD
130
True Wealth Design
Ohio
$2.34K -$465 -39 -16%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$1.99K
RIL
132
Rothschild Investment LLC
Illinois
$1.99K +$1.49K +125 +260%
AAP
133
Arax Advisory Partners
Colorado
$1.69K +$1.75K +147 New
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$1.18K +$1.23K +103 New
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$872 -$8.3K -697 -90%
TM
136
Torren Management
California
$620 -$1.43K -120 -69%
BWA
137
Basecamp Wealth Advisors
Washington
$551 +$572 +48 New
SIC
138
SJS Investment Consulting
Ohio
$517 +$393 +33 +275%
RFP
139
Root Financial Partners
California
$505 +$524 +44 New
PFBT
140
Parkside Financial Bank & Trust
Missouri
$460
WPA
141
Wealth Preservation Advisors
Tennessee
$390 +$405 +34 New
IA
142
IFP Advisors
Florida
$276 -$95 -8 -25%
SS
143
Sunbelt Securities
Texas
$69 -$71 -6 -50%
CIAM
144
Caitong International Asset Management
Hong Kong
$11 +$12 +1 New
OAM
145
Oberweis Asset Management
Illinois
-$2.65M -226,575 Closed
SLG
146
Stanley-Laman Group
Pennsylvania
-$2.12M -181,563 Closed
RA
147
Royce & Associates
New York
-$1.41M -120,782 Closed
Two Sigma Advisers
148
Two Sigma Advisers
New York
-$1.04M -88,800 Closed
TI
149
Trexquant Investment
Connecticut
-$484K -41,395 Closed
PA
150
PharVision Advisers
Florida
-$419K -35,826 Closed