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Meridian
MRBK

Overview Fund Activity

60 hedge funds and large institutions have $95.1M invested in Meridian in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
19
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$2.2M
2
Marshall Wace
Marshall Wace
United Kingdom
+$1.61M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.13M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$757K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$755K

Top Sellers

1
FL
Fourthstone LLC
Missouri
-$4.87M
2
ACM
Ategra Capital Management
Virginia
-$3.64M
3
BFC
Banc Funds Company
Illinois
-$1.47M
4
Renaissance Technologies
Renaissance Technologies
New York
-$589K
5
MWP
Meridian Wealth Partners
Pennsylvania
-$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
FL
1
Fourthstone LLC
Missouri
$11.1M -$4.87M -337,988 -30%
ACM
2
Ategra Capital Management
Virginia
$11.1M -$3.64M -252,643 -25%
BFC
3
Banc Funds Company
Illinois
$9.49M -$1.47M -102,205 -13%
SVBP
4
Strategic Value Bank Partners
Ohio
$9.38M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.58M -$92.8K -6,444 -1%
First Manhattan
6
First Manhattan
New York
$6.22M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.79M +$757K +52,574 +25%
BlackRock
8
BlackRock
New York
$3.34M +$159K +11,073 +5%
Millennium Management
9
Millennium Management
New York
$2.95M +$2.2M +152,900 +293%
THC
10
Truffle Hound Capital
Maryland
$2.88M – – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.48M +$1.13M +78,203 +83%
WCP
12
Wick Capital Partners
Pennsylvania
$2.08M – – –
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.76M +$755K +52,500 +75%
MWP
14
Meridian Wealth Partners
Pennsylvania
$1.73M -$338K -23,454 -16%
Marshall Wace
15
Marshall Wace
United Kingdom
$1.61M +$1.61M +111,550 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.45M +$99.5K +6,905 +7%
Goldman Sachs
17
Goldman Sachs
New York
$1.2M +$638K +44,332 +114%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.19M +$548K +38,021 +85%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.14M +$606K +42,106 +114%
BCM
20
Bridgeway Capital Management
Texas
$994K -$253K -17,597 -20%
LSV Asset Management
21
LSV Asset Management
Illinois
$980K -$114K -7,900 -10%
Jane Street
22
Jane Street
New York
$943K +$605K +41,984 +179%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$856K -$27.4K -1,900 -3%
MCA
24
Mendon Capital Advisors
Florida
$652K -$47.4K -3,291 -7%
Barclays
25
Barclays
United Kingdom
$558K +$1.53K +106 +0.3%
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