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Merchants Bancorp

160 hedge funds and large institutions have $551M invested in Merchants Bancorp in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

64% less capital invested

Capital invested by funds: $1.53B → $551M (-$976M)

87% less call options, than puts

Call options by funds: $96K | Put options by funds: $759K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96K
Puts
$759K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$6.08M
Bank of New York Mellon
27
Bank of New York Mellon
New York
$5.35M
NL
28
Nuveen LLC
North Carolina
$5.28M
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$3.75M
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$3.72M
Ameriprise
31
Ameriprise
Minnesota
$3.33M
Russell Investments Group
32
Russell Investments Group
United Kingdom
$3.21M
BMCM
33
Black Maple Capital Management
Wisconsin
$2.94M
First Trust Advisors
34
First Trust Advisors
Illinois
$2.91M
AQR Capital Management
35
AQR Capital Management
Connecticut
$2.74M
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$2.24M
SC
37
Sapient Capital
Indiana
$2.15M
Raymond James Financial
38
Raymond James Financial
Florida
$2.09M
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$2.05M
UBS Group
40
UBS Group
Switzerland
$2.04M
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.85M
LPL Financial
42
LPL Financial
California
$1.79M
KOCAA
43
Knights of Columbus Asset Advisors
Connecticut
$1.68M
Deutsche Bank
44
Deutsche Bank
Germany
$1.54M
Franklin Resources
45
Franklin Resources
California
$1.52M
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.49M
Boston Partners
47
Boston Partners
Massachusetts
$1.45M
TPWM
48
Twelve Points Wealth Management
Massachusetts
$1.4M
JCIA
49
Jackson Creek Investment Advisors
Colorado
$1.39M
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.39M