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First Merchants

271 hedge funds and large institutions have $1.79B invested in First Merchants in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $1.74B → $1.79B (+$48.2M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
251
Cornerstone Planning Group
New Jersey
$2K
HWM
252
Hemington Wealth Management
Virginia
$2K
FFA
253
Farther Finance Advisors
California
$1.97K
JWA
254
JFS Wealth Advisors
Pennsylvania
$1.62K
BIA
255
Bell Investment Advisors
California
$1.5K
WA
256
WPG Advisers
Maryland
$1.5K
PFBT
257
Parkside Financial Bank & Trust
Missouri
$1.22K
SPIA
258
Steward Partners Investment Advisory
New York
$971
SC
259
Stephens Consulting
Michigan
$809
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$768
HNB
261
Huntington National Bank
Ohio
$687
DPW
262
DiNuzzo Private Wealth
Pennsylvania
$486
SIC
263
SJS Investment Consulting
Ohio
$445
GFPC
264
Global Financial Private Client
Florida
$445
IA
265
IFP Advisors
Florida
$324
PTC
266
Private Trust Company
Ohio
$202
SS
267
SBI Securities
Japan
$162
BHWM
268
Bay Harbor Wealth Management
Maryland
$121
PWM
269
Parkworth Wealth Management
California
$81
HIA
270
HFM Investment Advisors
New Jersey
$81
TWD
271
True Wealth Design
Ohio
$81
Norges Bank
272
Norges Bank
Norway
EP
273
Edgestream Partners
New Jersey
SGI
274
Summit Global Investments
Utah
Natixis Advisors
275
Natixis Advisors
Massachusetts