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First Merchants

253 hedge funds and large institutions have $1.74B invested in First Merchants in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $1.6B → $1.74B (+$146M)

4% more funds holding

Funds holding: 243253 (+10)

6% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 81

0.79% more ownership

Funds ownership: 73.62%74.4% (+0.79%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
86
Reduced
81
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$5.38K +$40 +1 +0.7%
RWS
227
Retirement Wealth Solutions
Wisconsin
$5.21K +$5.54K +137 New
HNB
228
Huntington National Bank
Ohio
$4.91K +$688 +17 +16%
Bessemer Group
229
Bessemer Group
New Jersey
$4K
SIS
230
Sound Income Strategies
Florida
$3.55K
CWC
231
Carolinas Wealth Consulting
North Carolina
$2.79K -$324 -8 -10%
RIL
232
Rothschild Investment LLC
Illinois
$2.79K +$404 +10 +17%
MG
233
Mather Group
Illinois
$2.47K
CPG
234
Cornerstone Planning Group
New Jersey
$2.21K +$40 +1 +2%
PWMG
235
Private Wealth Management Group
New Jersey
$2.19K
FFA
236
Farther Finance Advisors
California
$2K -$81 -2 -4%
JWA
237
JFS Wealth Advisors
Pennsylvania
$1.6K +$404 +10 +33%
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$1.52K +$769 +19 +100%
EWA
239
EverSource Wealth Advisors
Alabama
$1.48K -$485 -12 -24%
BIA
240
Bell Investment Advisors
California
$1.48K
WA
241
WPG Advisers
Maryland
$1.48K +$1.5K +37 New
CFGS
242
Concourse Financial Group Securities
Alabama
$1K
HWM
243
Hemington Wealth Management
Virginia
$1K +$485 +12 +34%
CSPIA
244
Cary Street Partners Investment Advisory
Virginia
$997 +$1.01K +25 New
SPIA
245
Steward Partners Investment Advisory
New York
$957 +$971 +24 New
CSWM
246
Cassady Schiller Wealth Management
Ohio
$718 +$728 +18 New
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$479
SIC
248
SJS Investment Consulting
Ohio
$439 -$81 -2 -15%
IA
249
IFP Advisors
Florida
$319
PTC
250
Private Trust Company
Ohio
$199

FRME Hedge Fund Activity: Q4 2024 in Review

253 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2024, worth a combined $1.74B — up 9.1% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FRME positions and 26 closed out — a net gain of 14 holders — while 86 added to existing stakes and 81 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $24.1M. The largest seller was Boston Partners, exiting entirely with an estimated $26.9M sold.

  • 253 institutional investors held First Merchants (FRME) as of Q4 2024, up from 243 in Q3 2024.
  • Funds reported $1.74B of First Merchants stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 40 funds opened new First Merchants positions in Q4 2024 and 26 closed out, a net change of +14 holders.
  • The largest First Merchants buyer in Q4 2024 was Capital International Investors, an estimated $24.1M added.
  • The largest First Merchants seller in Q4 2024 was Boston Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2024.