We are live on ! Find out more
FRME icon

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
OQS
126
Occudo Quantitative Strategies
Florida
$924K +$331K +8,942 +57%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$918K -$131K -3,530 -13%
SO
128
STRS Ohio
Ohio
$881K
BWM
129
BCGM Wealth Management
Indiana
$850K +$259 +7 +0%
B
130
Bailard
California
$843K +$92.6K +2,500 +13%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$836K -$2.63K -71 -0.3%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$826K +$56.3K +1,519 +7%
QCG
133
Quadrant Capital Group
Ohio
$820K +$128K +3,460 +19%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$785K -$278K -7,515 -26%
SFI
135
Susquehanna Fundamental Investments
Pennsylvania
$742K +$733K +19,796 New
KCM
136
Kennondale Capital Management
Virginia
$722K
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$709K
Acadian Asset Management
138
Acadian Asset Management
Massachusetts
$695K +$256K +6,919 +59%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$670K -$143K -3,861 -18%
Voloridge Investment Management
140
Voloridge Investment Management
Florida
$649K -$159K -4,292 -20%
US Bancorp
141
US Bancorp
Minnesota
$635K -$1.15K -31 -0.2%
IA
142
IFG Advisory
Georgia
$632K -$153K -4,140 -20%
PFSRSONJ
143
Police & Firemen's Retirement System of New Jersey
New Jersey
$605K
ASRS
144
Arizona State Retirement System
Arizona
$604K -$41.5K -1,121 -7%
LFG
145
Larson Financial Group
Missouri
$594K +$1.04K +28 +0.2%
SPA
146
Sentinel Pension Advisors
Massachusetts
$571K
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$561K -$87.8K -2,371 -14%
Osaic Holdings
148
Osaic Holdings
Arizona
$537K -$104K -2,816 -16%
KAS
149
Kestra Advisory Services
Texas
$528K +$519 +14 +0.1%
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$524K +$31.7K +857 +7%