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SPMC

Sound Point Meridian Capital

17 hedge funds and large institutions have $31.2M invested in Sound Point Meridian Capital in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

21% more funds holding

Funds holding: 1417 (+3)

0.07% less ownership

Funds ownership: 8.09%8.02% (-0.07%)

8% less capital invested

Capital invested by funds: $33.8M → $31.2M (-$2.65M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
9
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$9.99M +$15.9K +765 +0.2%
Bank of America
2
Bank of America
North Carolina
$9.98M +$5.49K +264 +0.1%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$4.49M -$2.27M -109,407 -33%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.91M +$241K +11,602 +9%
Marshall Wace
5
Marshall Wace
United Kingdom
$1.14M +$816K +39,242 +221%
RPCA
6
Running Point Capital Advisors
California
$580K +$144K +6,907 +31%
CL
7
Choreo LLC
Illinois
$467K -$384K -18,473 -44%
BSG
8
Black Swift Group
Colorado
$449K
OC
9
Oppenheimer & Co
New York
$321K +$3.37K +162 +1%
Morgan Stanley
10
Morgan Stanley
New York
$303K +$10.9K +522 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$295K +$35.1K +1,689 +13%
BlackRock
12
BlackRock
New York
$239K +$249K +11,974 New
BRF
13
B. Riley Financial
California
$30K +$1.32M +63,694 New
Barclays
14
Barclays
United Kingdom
$9.35K +$9.75K +469 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4K -$1.31K -63 -25%
TRCT
16
Tower Research Capital (TRC)
New York
$3.99K +$4.16K +200 New
Osaic Holdings
17
Osaic Holdings
Arizona
$3.83K +$2.25K +108 +129%
UBS Group
18
UBS Group
Switzerland
-$48.2K -2,308 Closed

SPMC Hedge Fund Activity: Q1 2025 in Review

17 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sound Point Meridian Capital (SPMC) for Q1 2025, worth a combined $31.2M — down 7.8% from $33.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SPMC positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was B. Riley Financial, opening a new position worth an estimated $1.32M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $2.27M.

  • 17 institutional investors held Sound Point Meridian Capital (SPMC) as of Q1 2025, up from 14 in Q4 2024.
  • Funds reported $31.2M of Sound Point Meridian Capital stock for Q1 2025, down 7.8% quarter-over-quarter.
  • 4 funds opened new Sound Point Meridian Capital positions in Q1 2025 and 1 closed out, a net change of +3 holders.
  • The largest Sound Point Meridian Capital buyer in Q1 2025 was B. Riley Financial, an estimated $1.32M added.
  • The largest Sound Point Meridian Capital seller in Q1 2025 was Thomas J. Herzfeld Advisors, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2025.