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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$2.16M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$1.9M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.44M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.28M |
| 5 |
Two Sigma Investments
New York
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$3.14M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.21M |
| 3 |
THC
Truffle Hound Capital
Bethesda,
Maryland
|
-$1.6M |
| 4 |
MWP
Meridian Wealth Partners
Exton,
Pennsylvania
|
-$1.01M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$830K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
76
Covestor
London,
United Kingdom
| $2K | +$1.51K | +101 | New |
|
|
AF
77
Allworth Financial
Folsom,
California
| $1.37K | +$1.3K | +87 | New |
|
|
GI
78
GAMMA Investing
Foster City,
California
| $474 | +$450 | +30 | New |
|
|
CA
79
Clearstead Advisors
Cleveland,
Ohio
| $411 | +$390 | +26 | New |
|
|
TWD
80
True Wealth Design
Akron,
Ohio
| $301 | +$285 | +19 | New |
|
81
Fidelity Investments
Boston,
Massachusetts
| $284 | +$225 | +15 | +500% |
|
|
IA
82
IFP Advisors
Tampa,
Florida
| $63 | +$60 | +4 | New |
|
|
SS
83
SBI Securities
Tokyo,
Japan
| $16 | – | – | – |
|
|
THC
84
Truffle Hound Capital
Bethesda,
Maryland
| – | -$1.6M | -124,295 | Closed |
|
|
85
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$830K | -59,467 | Closed |
|
86
HSBC Holdings
London,
United Kingdom
| – | -$324K | -25,166 | Closed |
|
87
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$160K | -12,393 | Closed |
|
88
Raymond James Financial
St Petersburg,
Florida
| – | -$9.02K | -700 | Closed |
|
|
NA
89
NewEdge Advisors
New Orleans,
Louisiana
| – | -$4.81K | -373 | Closed |
|
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.