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Merchants Bancorp

177 hedge funds and large institutions have $1.97B invested in Merchants Bancorp in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

24% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 45

19% more funds holding

Funds holding: 149177 (+28)

66% less call options, than puts

Call options by funds: $502K | Put options by funds: $1.5M

Holders
177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$502K
Puts
$1.5M
Net Calls
Net Calls Change

Top Buyers

1 +$1.1B
2 +$88.4M
3 +$18.8M
4
Principal Financial Group
Principal Financial Group
Iowa
+$5.81M
5
Invesco
Invesco
Georgia
+$4.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$107K
BOJHT
127
Bank of Jackson Hole Trust
Wyoming
$96.8K
AIP
128
Ameritas Investment Partners
Nebraska
$93K
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$62.5K
QT
130
Quantbot Technologies
New York
$45.9K
SCM
131
Sterling Capital Management
North Carolina
$36.9K
Simplex Trading
132
Simplex Trading
Illinois
$31.3K
TSMHT
133
Thurston Springer Miller Herd & Titak
Indiana
$29.9K
EWA
134
EverSource Wealth Advisors
Alabama
$26.2K
VCM
135
Versant Capital Management
Arizona
$25.5K
SL
136
Salomon & Ludwin
Virginia
$20.6K
GI
137
GAMMA Investing
California
$16.7K
HFS
138
Hantz Financial Services
Michigan
$16K
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$15.9K
AAP
140
Arax Advisory Partners
Colorado
$15.3K
CAL
141
Capital Advisors Ltd
Ohio
$14K
PWPS
142
Pinnacle Wealth Planning Services
Ohio
$12.4K
Bessemer Group
143
Bessemer Group
New Jersey
$9K
FFA
144
Farther Finance Advisors
California
$8.59K
LFG
145
Larson Financial Group
Missouri
$7.77K
OCWP
146
Owl Creek Wealth Partners
Colorado
$7.72K
QCG
147
Quadrant Capital Group
Ohio
$7.34K
AF
148
Allworth Financial
California
$6.82K
SPIA
149
Steward Partners Investment Advisory
New York
$4.63K
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.59K