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Meridian
MRBK

Overview Fund Activity

63 hedge funds and large institutions have $89.7M invested in Meridian in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
23
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
$14M
2
BlackRock
BlackRock
New York
$6.55M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$2.74M
4
Vanguard Group
Vanguard Group
Pennsylvania
$7.73M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$4.26M

Top Sellers

1
WCP
Wick Capital Partners
Pennsylvania
$1.86M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$160K
3
ACM
Ategra Capital Management
Virginia
$7.94M
4
Millennium Management
Millennium Management
New York
$888K
5
THC
Truffle Hound Capital
Maryland
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FL
1
Fourthstone LLC
Missouri
$14M +$4.02M +311,870 +40%
SVBP
2
Strategic Value Bank Partners
Ohio
$8.4M – – –
ACM
3
Ategra Capital Management
Virginia
$7.94M -$1.98M -153,626 -20%
BFC
4
Banc Funds Company
Illinois
$7.74M -$757K -58,689 -9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.73M +$941K +73,031 +14%
BlackRock
6
BlackRock
New York
$6.55M +$3.57M +276,732 +119%
First Manhattan
7
First Manhattan
New York
$5.54M -$25.8K -2,000 -0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.26M +$869K +67,432 +26%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.74M +$1.44M +111,939 +111%
WCP
10
Wick Capital Partners
Pennsylvania
$1.86M -$513M -143,993 -100%
MWP
11
Meridian Wealth Partners
Pennsylvania
$1.8M +$249K +19,346 +16%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.8M +$225K +17,477 +14%
THC
13
Truffle Hound Capital
Maryland
$1.6M -$976K -75,705 -38%
Marshall Wace
14
Marshall Wace
United Kingdom
$1.3M -$139K -10,751 -10%
State Street
15
State Street
Massachusetts
$1.15M +$741K +57,461 +183%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.12M +$97.2K +7,543 +10%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.11M +$44.8K +3,475 +4%
BCM
18
Bridgeway Capital Management
Texas
$890K – – –
Millennium Management
19
Millennium Management
New York
$888K -$1.76M -136,290 -66%
LSV Asset Management
20
LSV Asset Management
Illinois
$877K – – –
Northern Trust
21
Northern Trust
Illinois
$871K +$634K +49,207 +268%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$830K – – –
Barclays
23
Barclays
United Kingdom
$692K +$193K +14,932 +39%
AA
24
Ancora Advisors
Ohio
$687K +$254K +19,680 +59%
Renaissance Technologies
25
Renaissance Technologies
New York
$682K +$192K +14,900 +39%
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