Mercado Libre
MELI
1,529 hedge funds and large institutions have $80.5B invested in Mercado Libre in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 600 increasing their positions, 482 reducing their positions, and 164 closing their positions.
43% more first-time investments, than exits
New positions opened: 234 | Existing positions closed: 164
24% more repeat investments, than reductions
Existing positions increased: 600 | Existing positions reduced: 482
2% more funds holding
Funds holding: 1,493 → 1,529 (+36)
0.55% more ownership
Funds ownership: 78.28% → 78.83% (+0.55%)
3% less funds holding in top 10
Funds holding in top 10: 73 → 71 (-2)
13% less capital invested
Capital invested by funds: $92.8B → $80.5B (-$12.3B)
18% less call options, than puts
Call options by funds: $2.82B | Put options by funds: $3.42B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.23B |
| 2 |
Eagle Capital Management (New York)
New York
|
+$864M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$859M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$623M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$413M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.85B |
| 2 |
Jennison Associates
New York
|
-$1.5B |
| 3 |
JP Morgan Chase
New York
|
-$1.04B |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$777M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$558M |
MELI Hedge Fund Activity: Q4 2025 in Review
1,529 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q4 2025, worth a combined $80.5B — down 13% from $92.8B a quarter earlier.
Buyers outnumbered sellers: 234 funds opened new MELI positions and 164 closed out — a net gain of 70 holders — while 600 added to existing stakes and 482 trimmed.
The largest buyer was Invesco, adding an estimated $2.23B. The largest seller was Fidelity Investments, cutting an estimated $1.85B.
- 1,529 institutional investors held Mercado Libre (MELI) as of Q4 2025, up from 1,493 in Q3 2025.
- Funds reported $80.5B of Mercado Libre stock for Q4 2025, down 13% quarter-over-quarter.
- 234 funds opened new Mercado Libre positions in Q4 2025 and 164 closed out, a net change of +70 holders.
- The largest Mercado Libre buyer in Q4 2025 was Invesco, an estimated $2.23B added.
- The largest Mercado Libre seller in Q4 2025 was Fidelity Investments, an estimated $1.85B sold.
Based on aggregated 13F filings for Q4 2025.