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Merchants Bancorp

150 hedge funds and large institutions have $548M invested in Merchants Bancorp in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $501M → $548M (+$46.8M)

0.72% more ownership

Funds ownership: 34.34%35.07% (+0.72%)

0% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 56

5% less funds holding

Funds holding: 158150 (-8)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

69% less call options, than puts

Call options by funds: $438K | Put options by funds: $1.42M

Holders
150
Holders Change
-8
Holders Change %
-5.06%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
56
Reduced
56
Closed
24
Calls
$438K
Puts
$1.42M
Net Calls
-$986K
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$64.1M +$901K +27,424 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$56.4M +$1.81M +54,970 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$48.2M +$1.19M +36,184 +3%
DPCM
4
Doma Perpetual Capital Management
Florida
$38M +$33.6M +1,021,761 +1,089%
NAMI
5
Nomura Asset Management International
Pennsylvania
$37.8M +$36.5M +1,110,383 New
RA
6
Royce & Associates
New York
$27.5M -$1.77M -53,805 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$24.4M +$622K +18,925 +3%
American Century Companies
8
American Century Companies
Missouri
$23M +$1.49M +45,440 +7%
State Street
9
State Street
Massachusetts
$19.6M +$848K +25,823 +5%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$13.3M +$39.1K +1,190 +0.3%
BCM
11
Basswood Capital Management
New York
$9.32M
Northern Trust
12
Northern Trust
Illinois
$8.73M -$600K -18,260 -7%
Morgan Stanley
13
Morgan Stanley
New York
$8.68M +$670K +20,401 +9%
BFC
14
Banc Funds Company
Illinois
$8.33M -$3.16M -96,228 -28%
VFA
15
Valeo Financial Advisors
Indiana
$8.31M +$1.45K +44 +0%
DA
16
Denali Advisors
California
$8.09M -$59.1K -1,800 -0.8%
Charles Schwab
17
Charles Schwab
California
$7.99M -$79.1K -2,410 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.01M -$503K -15,308 -7%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$6.14M +$1.12M +34,241 +23%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.6M -$206K -6,270 -4%
Goldman Sachs
21
Goldman Sachs
New York
$5.53M +$2.63M +80,136 +98%
First Trust Advisors
22
First Trust Advisors
Illinois
$4.81M +$3.81M +115,881 +459%
Marshall Wace
23
Marshall Wace
United Kingdom
$4.77M +$432K +13,166 +10%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$4.74M +$4.19M +127,451 +1,080%
BAM
25
Ballast Asset Management
Texas
$4.54M -$151K -4,591 -3%

MBIN Hedge Fund Activity: Q4 2025 in Review

150 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancorp (MBIN) for Q4 2025, worth a combined $548M — up 9.3% from $501M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MBIN and 16 opened new positions — a net loss of 8 holders — while 56 trimmed existing stakes and 56 added.

The largest buyer was Doma Perpetual Capital Management, adding an estimated $33.6M. The largest seller was Macquarie Group, exiting entirely with an estimated $28.5M sold.

  • 150 institutional investors held Merchants Bancorp (MBIN) as of Q4 2025, down from 158 in Q3 2025.
  • Funds reported $548M of Merchants Bancorp stock for Q4 2025, up 9.3% quarter-over-quarter.
  • 16 funds opened new Merchants Bancorp positions in Q4 2025 and 24 closed out, a net change of -8 holders.
  • The largest Merchants Bancorp buyer in Q4 2025 was Doma Perpetual Capital Management, an estimated $33.6M added.
  • The largest Merchants Bancorp seller in Q4 2025 was Macquarie Group, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2025.