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First Merchants

281 hedge funds and large institutions have $1.64B invested in First Merchants in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

3% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 95

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 282281 (-1)

0.77% less ownership

Funds ownership: 76.66%75.9% (-0.77%)

1% less capital invested

Capital invested by funds: $1.67B → $1.64B (-$23.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.39M

Holders
281
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
98
Reduced
95
Closed
26
Calls
Puts
$1.39M
Net Calls
-$1.39M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
251
Central Trust Company
Missouri
$5.51K
AssetMark Inc
252
AssetMark Inc
California
$4.16K -$91.5K -2,470 -96%
Bessemer Group
253
Bessemer Group
New Jersey
$4K
SIS
254
Sound Income Strategies
Florida
$3.39K
DWM
255
Dogwood Wealth Management
Kansas
$2.32K +$2.3K +62 New
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$2.21K +$111 +3 +5%
PWMG
257
Private Wealth Management Group
New Jersey
$2.06K
BIA
258
Bell Investment Advisors
California
$1.95K +$556 +15 +41%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$1.87K -$43.1K -1,164 -96%
JWA
260
JFS Wealth Advisors
Pennsylvania
$1.76K +$185 +5 +12%
BFS
261
Bare Financial Services
Pennsylvania
$1.61K +$1.59K +43 New
PWA
262
Physician Wealth Advisors
Utah
$1.57K +$1.56K +42 New
CSPIA
263
Cary Street Partners Investment Advisory
Virginia
$1.5K +$222 +6 +18%
WA
264
WPG Advisers
Maryland
$1.39K
RWS
265
Retirement Wealth Solutions
Wisconsin
$1.27K
PFBT
266
Parkside Financial Bank & Trust
Missouri
$1.13K +$1.11K +30 New
KFAS
267
Keating Financial Advisory Services
Kansas
$937 +$926 +25 New
SIC
268
SJS Investment Consulting
Ohio
$900 +$667 +18 +300%
CA
269
Clearstead Advisors
Ohio
$788 -$17.3K -468 -96%
KG
270
Kilter Group
New York
$750 +$741 +20 New
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$712
HNB
272
Huntington National Bank
Ohio
$637
FFO
273
Fortitude Family Office
Arizona
$450 -$333 -9 -43%
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$450
TC
275
Trust Company
Kansas
$450 +$445 +12 New