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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
BCM
26
Bridgeway Capital Management
Texas
$14.6M -$292K -7,893 -2%
AQR Capital Management
27
AQR Capital Management
Connecticut
$14.3M +$2.7M +72,895 +24%
Fisher Asset Management
28
Fisher Asset Management
Washington
$14.1M -$1.92M -51,843 -12%
Millennium Management
29
Millennium Management
New York
$13.4M +$4.6M +124,162 +53%
American Century Companies
30
American Century Companies
Missouri
$13M -$8.96M -241,963 -41%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$12.5M +$446K +12,046 +4%
MIM
32
MetLife Investment Management
New Jersey
$11.8M -$187K -5,035 -2%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$11.5M +$2.2M +59,415 +24%
Morgan Stanley
34
Morgan Stanley
New York
$10.9M +$335K +9,035 +3%
PFC
35
Phocas Financial Corp
California
$10.2M -$24K -648 -0.2%
GT
36
Glenmede Trust
Pennsylvania
$9.77M +$9.66M +260,721 New
Wells Fargo
37
Wells Fargo
California
$8.21M +$331K +8,933 +4%
DA
38
Denali Advisors
California
$7.69M +$911K +24,600 +14%
OAM
39
Oberweis Asset Management
Illinois
$7.35M
ProShare Advisors
40
ProShare Advisors
Maryland
$6.34M -$5.71M -154,014 -48%
Bank of America
41
Bank of America
North Carolina
$6.23M -$1.17M -31,657 -16%
UBS Group
42
UBS Group
Switzerland
$6.19M +$1.56M +42,222 +34%
OFS
43
OneAscent Financial Services
Alabama
$5.1M
PCM
44
Peregrine Capital Management
Minnesota
$4.98M -$242K -6,544 -5%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$4.56M -$652K -17,598 -13%
Ameriprise
46
Ameriprise
Minnesota
$4.29M -$128K -3,464 -3%
Swiss National Bank
47
Swiss National Bank
Switzerland
$4.28M +$40.8K +1,100 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$4.2M -$1.9M -51,401 -31%
SEI Investments
49
SEI Investments
Pennsylvania
$4.17M +$90.1K +2,431 +2%
Barclays
50
Barclays
United Kingdom
$4.16M +$748K +20,186 +22%