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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 19 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

6% less funds holding

Funds holding: 170160 (-10)

34% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 29

59.02% less ownership

Funds ownership: 91.51%32.49% (-59%)

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
-10
Holders Change %
-5.88%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
61
Reduced
55
Closed
29
Calls
$96K
Puts
$759K
Net Calls
-$663K
Net Calls Change
-$135K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$554K -$770K -19,519 -57%
Wells Fargo
77
Wells Fargo
California
$513K +$10.3K +262 +2%
IIM
78
INTECH Investment Management
Florida
$509K +$131K +3,329 +32%
Osaic Holdings
79
Osaic Holdings
Arizona
$499K +$66.4K +1,684 +14%
Verition Fund Management
80
Verition Fund Management
Connecticut
$478K +$205K +5,200 +67%
Federated Hermes
81
Federated Hermes
Pennsylvania
$459K -$365K -9,247 -43%
NW
82
NewEdge Wealth
Pennsylvania
$458K +$86.7K +2,199 +22%
EGM
83
Engineers Gate Manager
New York
$453K +$152K +3,846 +46%
NRD
84
Nebula Research & Development
New York
$444K +$38.7K +980 +9%
Mackenzie Financial
85
Mackenzie Financial
Ontario, Canada
$443K +$45.8K +1,160 +11%
Victory Capital Management
86
Victory Capital Management
Texas
$440K +$17K +432 +4%
HF
87
HRT Financial
New York
$426K -$937K -23,741 -67%
Creative Planning
88
Creative Planning
Kansas
$424K +$214K +5,422 +90%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$418K +$197 +5 +0%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$412K -$66.3K -1,681 -13%
Mirae Asset Global ETFs Holdings
91
Mirae Asset Global ETFs Holdings
Hong Kong
$397K +$17.7K +449 +4%
MIM
92
MetLife Investment Management
New Jersey
$394K -$6.47K -164 -2%
AC
93
Aldebaran Capital
Indiana
$375K
AG
94
Algert Global
California
$363K +$387K +9,803 New
AA
95
ALPS Advisors
Colorado
$347K +$55.2K +1,399 +18%
CF
96
Corebridge Financial
Texas
$328K -$5.17K -131 -1%
YMRC
97
Yorktown Management & Research Company
Virginia
$326K
WHG
98
Westwood Holdings Group
Texas
$319K -$31.3K -793 -8%
SFS
99
Sowell Financial Services
Arkansas
$318K +$339K +8,585 New
VEA
100
Virtus ETF Advisers
New York
$309K +$329K +8,350 New

MBIN Hedge Fund Activity: Q1 2025 in Review

160 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancorp (MBIN) for Q1 2025, worth a combined $551M — down 64% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of MBIN and 19 opened new positions — a net loss of 10 holders — while 55 trimmed existing stakes and 61 added.

The largest buyer was Macquarie Group, adding an estimated $24.8M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $994M sold.

  • 160 institutional investors held Merchants Bancorp (MBIN) as of Q1 2025, down from 170 in Q4 2024.
  • Funds reported $551M of Merchants Bancorp stock for Q1 2025, down 64% quarter-over-quarter.
  • 19 funds opened new Merchants Bancorp positions in Q1 2025 and 29 closed out, a net change of -10 holders.
  • The largest Merchants Bancorp buyer in Q1 2025 was Macquarie Group, an estimated $24.8M added.
  • The largest Merchants Bancorp seller in Q1 2025 was Elser Financial Planning, an estimated $994M sold.

Based on aggregated 13F filings for Q1 2025.