MATTHEWS INTERNATIONAL FUNDS - MCH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | History | Added to | 89,925 | 2,536 | 0.06% | 0.02% | 1 | +51,146 | 131.89% | Q4 2025 | Feb 17, 2026 |
| Welch Financial Planning, LLC | History | New | 79,924 | 2,254 | 1.64% | — | 2 | +79,924 | New | Q4 2025 | Feb 02, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 70,389 | 1,985 | 1.35% | 1.74% | 3 | -8,791 | -11.1% | Q4 2025 | Jan 29, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 62,920 | 1,774 | 0.86% | 0.88% | 4 | +1,150 | 1.86% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 28,692 | 809 | 0.0% | 0.0% | 5 | -7,719 | -21.2% | Q4 2025 | Feb 17, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 27,289 | 769 | 0.5% | — | 6 | +27,289 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 19,072 | 561 | 0.01% | 0.01% | 7 | +228 | 1.21% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,679 | 470 | 0.0% | 0.0% | 8 | +2,028 | 13.84% | Q4 2025 | Feb 13, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 11,642 | 328 | 0.13% | 0.15% | 9 | +199 | 1.74% | Q4 2025 | Feb 02, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 9,967 | 281 | 0.03% | 0.04% | 10 | -1,106 | -9.99% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 7,321 | 206 | 0.0% | 0.0% | 11 | -5,053 | -40.84% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,540 | 71 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,500 | 42 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 500 | 14 | 0.0% | — | 14 | +500 | New | Q4 2025 | Feb 17, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -11,443 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,383 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,754 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |