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First Merchants
FRME

Overview Fund Activity

275 hedge funds and large institutions have $1.69B invested in First Merchants in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
37
Increased
92
Reduced
86
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NL
Nuveen LLC
North Carolina
+$11.9M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.31M
3
EP
Edgestream Partners
New Jersey
+$6.11M
4
Millennium Management
Millennium Management
New York
+$3.01M
5
IA
Inspire Advisors
Idaho
+$2.75M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$12.1M
2
BlackRock
BlackRock
New York
-$6.85M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$5.16M
4
SEI Investments
SEI Investments
Pennsylvania
-$3.88M
5
OFS
OneAscent Financial Services
Alabama
-$3.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Smartleaf Asset Management
Massachusetts
$4.95K -$10.3K -267 -68%
VCM
252
Versant Capital Management
Arizona
$4.44K -$77 -2 -2%
Bessemer Group
253
Bessemer Group
New Jersey
$4K – – –
SIS
254
Sound Income Strategies
Florida
$3.41K – – –
PWMG
255
Private Wealth Management Group
New Jersey
$2.11K – – –
HWM
256
Hemington Wealth Management
Virginia
$2K +$30 +1 +2%
CSPIA
257
Cary Street Partners Investment Advisory
Virginia
$1.84K -$1.3K -34 -41%
FFA
258
Farther Finance Advisors
California
$1.84K -$38 -1 -2%
JWA
259
JFS Wealth Advisors
Pennsylvania
$1.61K +$77 +2 +5%
BIA
260
Bell Investment Advisors
California
$1.42K – – –
WA
261
WPG Advisers
Maryland
$1.42K – – –
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$728 – – –
BIG
263
Brooklyn Investment Group
New York
$690 -$2.3K -60 -77%
HNB
264
Huntington National Bank
Ohio
$651 – – –
FFO
265
Fortitude Family Office
Arizona
$613 +$613 +16 New
DPW
266
DiNuzzo Private Wealth
Pennsylvania
$460 – – –
SIC
267
SJS Investment Consulting
Ohio
$230 -$192 -5 -45%
PTC
268
Private Trust Company
Ohio
$192 – – –
SS
269
SBI Securities
Japan
$192 +$38 +1 +25%
BHWM
270
Bay Harbor Wealth Management
Maryland
$191 +$76 +2 +67%
RWM
271
Rialto Wealth Management
New York
$154 +$154 +4 New
TPWA
272
Twin Peaks Wealth Advisors
California
$117 +$117 +3 New
HIA
273
HFM Investment Advisors
New Jersey
$115 +$38 +1 +50%
PWM
274
Parkworth Wealth Management
California
$77 – – –
JCIA
275
Jackson Creek Investment Advisors
Colorado
– -$1.45M -35,761 Closed
9 10
11
12 13