MBIN icon

Merchants Bancorp

149 hedge funds and large institutions have $505M invested in Merchants Bancorp in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 38 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-11
Holders Change %
-6.88%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
72
Reduced
38
Closed
30
Calls
$221K
Puts
$1.48M
Net Calls
-$1.26M
Net Calls Change
-$597K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$61.3M +$10.8M +325,833 +21%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$50.9M +$4.91M +148,558 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.8M +$4.03M +121,995 +10%
Macquarie Group
4
Macquarie Group
Australia
$29.3M -$116K -3,500 -0.4%
RA
5
Royce & Associates
New York
$25.9M +$3.17M +95,905 +14%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$22.5M +$3.35M +101,139 +17%
American Century Companies
7
American Century Companies
Missouri
$18.8M +$1.82M +55,038 +11%
State Street
8
State Street
Massachusetts
$17.6M +$2.28M +68,864 +15%
Invesco
9
Invesco
Georgia
$14.4M -$1.53M -46,302 -10%
BFC
10
Banc Funds Company
Illinois
$12.8M -$4.13K -125 -0%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$12M +$2.05M +61,970 +21%
Marshall Wace
12
Marshall Wace
United Kingdom
$9.29M -$553K -16,729 -6%
BCM
13
Basswood Capital Management
New York
$9.05M -$10M -303,454 -53%
Morgan Stanley
14
Morgan Stanley
New York
$8.41M -$823K -24,879 -9%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$8.35M -$512K -15,474 -6%
FCM
16
FJ Capital Management
Virginia
$7.89M -$2.57M -77,610 -25%
VFA
17
Valeo Financial Advisors
Indiana
$7.82M +$364K +10,998 +5%
Charles Schwab
18
Charles Schwab
California
$7.48M +$790K +23,880 +12%
Northern Trust
19
Northern Trust
Illinois
$7.48M +$1.76M +53,072 +31%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.47M +$188K +5,689 +3%
DA
21
Denali Advisors
California
$6.63M +$1M +30,356 +18%
PCA
22
PL Capital Advisors
Florida
$6.23M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.58M +$796K +24,080 +17%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$5.36M +$2.03M +61,420 +61%
Millennium Management
25
Millennium Management
New York
$5.12M +$4.45M +134,642 +664%