Richard S. Fuld – Matrix Private Capital Group Options Positions & Derivatives (Jun 30, 2025)

As of Jun 30, 2025, the Matrix Private Capital Group portfolio disclosed options positions in its latest SEC 13F filing reported on Aug 14, 2025. These filings include call and put options tied to underlying equity holdings, providing a deeper look at the fund's use of derivatives for exposure and hedging.

The reported options activity included 2 call contracts and 2 put contracts across companies such as JP Morgan Chase & Co. (JPM), SPDR S&P 500 (SPY). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.

Balances

Matrix Private Capital Group Options Activity

Date	Symbol	Name	Option	Quantity	Value
Q2 2020	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	CALL	100	$9
Q2 2020	SPY SPDR S&P 500	SPDR S&P 500	PUT	2,200	$678
Q1 2020	SPY SPDR S&P 500	SPDR S&P 500	CALL	100	$26
Q1 2020	SPY SPDR S&P 500	SPDR S&P 500	PUT	1,200	$309