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Matrix Service

144 hedge funds and large institutions have $287M invested in Matrix Service in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $697K | Put options by funds: $234K

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

0.77% more ownership

Funds ownership: 86.45%87.21% (+0.77%)

1% more funds holding

Funds holding: 143144 (+1)

8% less capital invested

Capital invested by funds: $312M → $287M (-$25.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
144
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
58
Reduced
49
Closed
17
Calls
$697K
Puts
$234K
Net Calls
+$463K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$43.1M +$4.8M +382,274 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.9M +$48.2K +3,834 +0.3%
NIM
3
Needham Investment Management
New York
$16.8M
GJL
4
Gendell Jeffrey L
$12.4M +$1.4M +111,087 +12%
WCM
5
Westerly Capital Management
California
$11.6M -$1.41M -112,000 -10%
American Century Companies
6
American Century Companies
Missouri
$10.3M +$1.19M +94,644 +12%
HP
7
Harvey Partners
New York
$9.98M +$3.73K +297 +0%
ACM
8
Azarias Capital Management
Pennsylvania
$8.55M +$1.21M +95,924 +15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.82M -$1.78M -141,975 -18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.82M +$294K +23,358 +4%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$7.49M +$731K +58,209 +10%
CP
12
CenterBook Partners
Connecticut
$7.42M +$2.84M +226,325 +56%
FWSM
13
First Wilshire Securities Management
California
$7.17M -$1M -79,860 -12%
State Street
14
State Street
Massachusetts
$6.24M +$31.6K +2,517 +0.5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.78M -$443K -35,230 -7%
Millennium Management
16
Millennium Management
New York
$5.69M -$1.81M -143,728 -23%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$4.75M +$2.87M +228,289 +129%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$4.59M +$806K +64,157 +20%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.52M +$565K +44,968 +13%
AQR Capital Management
20
AQR Capital Management
Connecticut
$4.27M +$736K +58,538 +19%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$3.82M +$428K +34,022 +12%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$3.48M +$29.5K +2,351 +0.8%
Morgan Stanley
23
Morgan Stanley
New York
$3.4M -$19.2K -1,530 -0.5%
Goldman Sachs
24
Goldman Sachs
New York
$3.36M -$356K -28,314 -9%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.05M -$581K -46,275 -15%

MTRX Hedge Fund Activity: Q4 2025 in Review

144 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q4 2025, worth a combined $287M — down 8% from $312M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MTRX positions and 17 closed out — a net gain of 4 holders — while 58 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $4.8M. The largest seller was Royce & Associates, cutting an estimated $5.4M.

  • 144 institutional investors held Matrix Service (MTRX) as of Q4 2025, up from 143 in Q3 2025.
  • Funds reported $287M of Matrix Service stock for Q4 2025, down 8% quarter-over-quarter.
  • 21 funds opened new Matrix Service positions in Q4 2025 and 17 closed out, a net change of +4 holders.
  • The largest Matrix Service buyer in Q4 2025 was BlackRock, an estimated $4.8M added.
  • The largest Matrix Service seller in Q4 2025 was Royce & Associates, an estimated $5.4M sold.

Based on aggregated 13F filings for Q4 2025.