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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
AIP
126
Ameritas Investment Partners
Nebraska
$67.8K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$50K
TRCT
128
Tower Research Capital (TRC)
New York
$38.8K
S
129
SignatureFD
Georgia
$27K
AB
130
Amalgamated Bank
New York
$23K
NA
131
NewEdge Advisors
Louisiana
$22.5K
MIA
132
MeadowBrook Investment Advisors
Michigan
$22.2K
PFBT
133
Parkside Financial Bank & Trust
Missouri
$21.6K
PMAM
134
Picton Mahoney Asset Management
Ontario, Canada
$21K
Comerica Bank
135
Comerica Bank
Texas
$19.3K
QCG
136
Quadrant Capital Group
Ohio
$13.7K
CAL
137
Capital Advisors Ltd
Ohio
$12K
SCM
138
Sterling Capital Management
North Carolina
$11.5K
FHA
139
First Horizon Advisors
Tennessee
$9.8K
ME
140
McIlrath & Eck
Washington
$8.51K
GI
141
GAMMA Investing
California
$7.18K
BIG
142
Brooklyn Investment Group
New York
$5.33K
SPIA
143
Steward Partners Investment Advisory
New York
$4.25K
TWD
144
True Wealth Design
Ohio
$3.77K
C
145
Covestor
United Kingdom
$3K
PA
146
Parallel Advisors
California
$2.77K
LC
147
Lindbrook Capital
California
$2.7K
CCM
148
Coldstream Capital Management
Washington
$2.33K
RIL
149
Rothschild Investment LLC
Illinois
$1.85K
EWA
150
EverSource Wealth Advisors
Alabama
$1.85K