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SPMC

Sound Point Meridian Capital

14 hedge funds and large institutions have $218M invested in Sound Point Meridian Capital in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

598% more capital invested

Capital invested by funds: $31.2M → $218M (+$187M)

52% more ownership

Funds ownership: 8.02%60.02% (+52%)

18% less funds holding

Funds holding: 1714 (-3)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
14
Holders Change
-3
Holders Change %
-17.65%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
4
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KL
1
KIM LLC
Kansas
$193M +$199M +10,784,192 New
Bank of America
2
Bank of America
North Carolina
$8.94M -$4.86K -264 -0.1%
Goldman Sachs
3
Goldman Sachs
New York
$8.48M -$487K -26,457 -5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.78M -$852K -46,293 -32%
Marshall Wace
5
Marshall Wace
United Kingdom
$1.38M +$371K +20,163 +35%
EMC
6
Everest Management Corp
California
$1.3M +$1.34M +72,858 New
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.13M -$2.99M -162,216 -72%
RPCA
8
Running Point Capital Advisors
California
$598K +$79.6K +4,323 +15%
Morgan Stanley
9
Morgan Stanley
New York
$502K +$237K +12,878 +85%
BSG
10
Black Swift Group
Colorado
$402K
OC
11
Oppenheimer & Co
New York
$335K +$48.4K +2,630 +16%
UBS Group
12
UBS Group
Switzerland
$74.5K +$76.8K +4,169 New
Osaic Holdings
13
Osaic Holdings
Arizona
$2.57K -$884 -48 -25%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1K -$2.47K -134 -72%
BRF
15
B. Riley Financial
California
-$30K -63,694 Closed
CL
16
Choreo LLC
Illinois
-$467K -23,396 Closed
Citadel Advisors
17
Citadel Advisors
Florida
-$295K -14,784 Closed
BlackRock
18
BlackRock
New York
-$239K -11,974 Closed
Barclays
19
Barclays
United Kingdom
-$9.35K -469 Closed
TRCT
20
Tower Research Capital (TRC)
New York
-$3.99K -200 Closed

SPMC Hedge Fund Activity: Q2 2025 in Review

14 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sound Point Meridian Capital (SPMC) for Q2 2025, worth a combined $218M — up 598% from $31.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SPMC and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was KIM LLC, opening a new position worth an estimated $199M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $2.99M.

  • 14 institutional investors held Sound Point Meridian Capital (SPMC) as of Q2 2025, down from 17 in Q1 2025.
  • Funds reported $218M of Sound Point Meridian Capital stock for Q2 2025, up 598% quarter-over-quarter.
  • 3 funds opened new Sound Point Meridian Capital positions in Q2 2025 and 6 closed out, a net change of -3 holders.
  • The largest Sound Point Meridian Capital buyer in Q2 2025 was KIM LLC, an estimated $199M added.
  • The largest Sound Point Meridian Capital seller in Q2 2025 was Thomas J. Herzfeld Advisors, an estimated $2.99M sold.

Based on aggregated 13F filings for Q2 2025.