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Meridian
MRBK

83 hedge funds and large institutions have $115M invested in Meridian in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

32% more funds holding

Funds holding: 63 → 83 (+20)

28% more capital invested

Capital invested by funds: $89.7M → $115M (+$24.8M)

3.86% more ownership

Funds ownership: 60.34% → 64.2% (+3.9%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
83
Holders Change
+20
Holders Change %
+31.75%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
29
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCP
Wick Capital Partners
Pennsylvania
+$2.16M
2
SBH
Segall Bryant & Hamill
Illinois
+$1.9M
3
N
Nuveen
North Carolina
+$1.44M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.28M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
ACM
Ategra Capital Management
Virginia
-$3.14M
2
BFC
Banc Funds Company
Illinois
-$2.21M
3
THC
Truffle Hound Capital
Maryland
-$1.6M
4
MWP
Meridian Wealth Partners
Pennsylvania
-$1.01M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$988K +$145K +9,700 +18%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$971K +$566K +37,755 +159%
BCM
28
Bridgeway Capital Management
Texas
$966K -$118K -7,843 -11%
SIM
29
SummerHaven Investment Management
Connecticut
$946K +$899K +59,907 New
KFI
30
Key Financial Inc
Pennsylvania
$917K +$890K +59,366 New
AA
31
Ancora Advisors
Ohio
$849K +$7.65K +510 +1%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$669K +$635K +42,364 New
Barclays
33
Barclays
United Kingdom
$642K -$195K -12,998 -24%
Prudential Financial
34
Prudential Financial
New Jersey
$566K +$538K +35,865 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$562K +$37.9K +2,525 +8%
Charles Schwab
36
Charles Schwab
California
$420K – – –
AQR Capital Management
37
AQR Capital Management
Connecticut
$410K +$389K +25,957 New
MCA
38
Mendon Capital Advisors
Florida
$404K -$49.2K -3,278 -11%
TCM
39
Traynor Capital Management
Pennsylvania
$395K +$375K +25,000 New
Squarepoint
40
Squarepoint
New York
$390K +$371K +24,714 New
Millennium Management
41
Millennium Management
New York
$371K -$681K -45,375 -66%
JF
42
Jump Financial
Illinois
$369K +$148K +9,852 +73%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$300K +$285K +19,000 New
Jane Street
44
Jane Street
New York
$282K +$268K +17,845 New
Morgan Stanley
45
Morgan Stanley
New York
$265K -$384K -25,623 -60%
UBS Group
46
UBS Group
Switzerland
$258K +$93.5K +6,235 +62%
IQI
47
Integrated Quantitative Investments
Washington
$256K +$243K +16,220 New
Man Group
48
Man Group
United Kingdom
$211K +$200K +13,344 New
Invesco
49
Invesco
Georgia
$205K +$44.2K +2,948 +29%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$205K -$3.88K -259 -2%
1
2
3 4

MRBK Hedge Fund Activity: Q3 2025 in Review

83 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q3 2025, worth a combined $115M — up 28% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MRBK positions and 6 closed out — a net gain of 20 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Wick Capital Partners, adding an estimated $2.16M. The largest seller was Ategra Capital Management, cutting an estimated $3.14M.

  • 83 institutional investors held Meridian (MRBK) as of Q3 2025, up from 63 in Q2 2025.
  • Funds reported $115M of Meridian stock for Q3 2025, up 28% quarter-over-quarter.
  • 26 funds opened new Meridian positions in Q3 2025 and 6 closed out, a net change of +20 holders.
  • The largest Meridian buyer in Q3 2025 was Wick Capital Partners, an estimated $2.16M added.
  • The largest Meridian seller in Q3 2025 was Ategra Capital Management, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.