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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
KBC Group
201
KBC Group
Belgium
$123K
LFG
202
Larson Financial Group
Missouri
$118K
AF
203
Allworth Financial
California
$103K
OIA
204
Optimum Investment Advisors
Illinois
$91.1K
AB
205
Amalgamated Bank
New York
$81K
CAL
206
Capital Analysts LLC
Pennsylvania
$73K
AA
207
Ancora Advisors
Ohio
$72.4K
S
208
SignatureFD
Georgia
$65.4K
SWC
209
Spectrum Wealth Counsel
Indiana
$55.8K
TSMHT
210
Thurston Springer Miller Herd & Titak
Indiana
$53.3K
CT
211
Caldwell Trust
Florida
$52.6K
SIS
212
Strategic Investment Solutions
Illinois
$46.9K
WCM
213
Westend Capital Management
California
$46.5K
MCM
214
MAI Capital Management
Ohio
$45.7K
SCM
215
Sterling Capital Management
North Carolina
$40.7K
ITIM
216
Indiana Trust & Investment Management
Indiana
$36.5K
BTI
217
Blue Trust Inc
Georgia
$36.4K
Ohio Public Employees Retirement System (OPERS)
218
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.6K
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$35K
CCM
220
Coldstream Capital Management
Washington
$32.8K
Nomura Asset Management
221
Nomura Asset Management
Japan
$30.3K
LSV Asset Management
222
LSV Asset Management
Illinois
$29K
CFD
223
Creative Financial Designs
Indiana
$26.3K
LC
224
Lindbrook Capital
California
$22.4K
GI
225
GAMMA Investing
California
$21.2K