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SPMC

Sound Point Meridian Capital

16 hedge funds and large institutions have $166M invested in Sound Point Meridian Capital in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

58.81% more ownership

Funds ownership: 0%58.81% (+59%)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

7% more funds holding

Funds holding: 1516 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less capital invested

Capital invested by funds: $209M → $166M (-$43.3M)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KL
1
KIM LLC
Kansas
$148M +$104K +6,736 +0.1%
Bank of America
2
Bank of America
North Carolina
$6.88M
Goldman Sachs
3
Goldman Sachs
New York
$6.52M +$1.92K +124 +0%
EMC
4
Everest Management Corp
California
$1.1M +$65.8K +4,243 +6%
Morgan Stanley
5
Morgan Stanley
New York
$566K +$197K +12,682 +45%
RPCA
6
Running Point Capital Advisors
California
$433K -$16.4K -1,059 -3%
VIA
7
Virtus Investment Advisers
Connecticut
$407K +$31.9K +2,061 +7%
Citadel Advisors
8
Citadel Advisors
Florida
$388K +$199K +12,836 +83%
Marshall Wace
9
Marshall Wace
United Kingdom
$370K -$537K -34,663 -56%
BSG
10
Black Swift Group
Colorado
$309K
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$189K +$213K +13,720 New
OC
12
Oppenheimer & Co
New York
$188K -$45.2K -2,915 -18%
UBS Group
13
UBS Group
Switzerland
$16.2K +$17.4K +1,126 +2,085%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.28K +$5.76K +372 +443%
HI
15
Harbour Investments
Wisconsin
$3.47K +$3.9K +252 New
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$2.75K +$3.1K +200 New
BRF
17
B. Riley Financial
California
-$147K -47,510 Closed
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
-$6.28K -362 Closed

SPMC Hedge Fund Activity: Q4 2025 in Review

16 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Sound Point Meridian Capital (SPMC) for Q4 2025, worth a combined $166M — down 21% from $209M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SPMC positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $213K. The largest seller was Marshall Wace, cutting an estimated $537K.

  • 16 institutional investors held Sound Point Meridian Capital (SPMC) as of Q4 2025, up from 15 in Q3 2025.
  • Funds reported $166M of Sound Point Meridian Capital stock for Q4 2025, down 21% quarter-over-quarter.
  • 3 funds opened new Sound Point Meridian Capital positions in Q4 2025 and 2 closed out, a net change of +1 holder.
  • The largest Sound Point Meridian Capital buyer in Q4 2025 was Thomas J. Herzfeld Advisors, an estimated $213K added.
  • The largest Sound Point Meridian Capital seller in Q4 2025 was Marshall Wace, an estimated $537K sold.

Based on aggregated 13F filings for Q4 2025.