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FIRST MERCHANTS CORP hedge fund holdings

FRMENASDAQ
$40.15+0.57 (+1.44%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FRME · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+7.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257873$55.2M$76.5M253Aug 14, 2025
Q3 20259365$135M$102M265Nov 14, 2025
Q4 20258581$91.8M$119M267Feb 14, 2026
Q1 202612370$190M$130M289May 15, 2026
Q2 202611562$128M$99.3M291Aug 14, 2026

Quarterly action breakdown

Q2 2026
291 filers
New position
28
$13.7M+314K sh
Increased
87
$115M+2.62M sh
Reduced
47
-$90.8M-2.08M sh
Out / sold
15
-$8.46M-194K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Wellington Management Group LLPReduce 30.84%-$13.6M$30.4M0.01%Aug 14, 2026
William Blair Investment Management, LLCReduce 21.20%-$7.32M$27.2M0.08%Aug 12, 2026
Edgestream Partners, L.P.Added 732.01%+$7.14M$8.11M0.24%Aug 11, 2026
Earnest Partners LLCReduce 3.62%-$3.56M$95M0.34%Aug 13, 2026
Empowered Funds, LLCAdded 24.61%+$2.4M$12.1M0.06%Aug 17, 2026
First Trust Advisors LPAdded 7.01%+$2.22M$33.9M0.02%Aug 11, 2026
Jain Global LLCNew Buy+$1.37M$1.37M0.01%Aug 14, 2026
Quantinno Capital Management LPAdded 87.69%+$1.14M$2.43M0.00%Aug 13, 2026
Numerai GP LLCAdded 24.37%+$987K$5.04M0.41%Aug 14, 2026
Mendon Capital Advisors CorpReduce 23.08%-$983K$3.28M1.16%Aug 11, 2026
Elo Mutual Pension Insurance CoSell 100%-$907K$00.00%Aug 13, 2026
Curi Capital, LLCReduce 20.36%-$875K$3.42M0.05%Aug 14, 2026
Fisher Asset Management, LLCAdded 5.20%+$793K$16M0.00%Aug 4, 2026
Odyssean, LLCAdded 125.60%+$741K$1.33M0.22%Aug 14, 2026
IFG Advisory, LLCNew Buy+$736K$736K0.03%Aug 14, 2026
Kennedy Capital Management LLCAdded 67.98%+$537K$1.33M0.02%Aug 14, 2026
Systematic Financial Management LPReduce 1.34%-$506K$37.2M0.74%Aug 14, 2026
Denali Advisors LLCReduce 5.21%-$467K$8.5M0.86%Aug 10, 2026
Phocas Financial Corp.Reduce 5.00%-$464K$8.81M1.22%Jul 31, 2026
Hotchkis & Wiley Capital Management LLCAdded 3.01%+$432K$14.8M0.04%Aug 14, 2026
Peregrine Capital Management LLCReduce 8.05%-$427K$4.87M0.16%Jul 17, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 16.48%+$391K$2.76M0.00%Aug 13, 2026
Evergreen Capital Management LLCAdded 138.44%+$352K$607K0.01%Jul 23, 2026
Keybank National AssociationNew Buy+$349K$349K0.00%Jul 28, 2026
Freestone Grove Partners LPAdded 54.83%+$330K$931K0.01%Aug 14, 2026
Great Lakes Advisors, LLCAdded 6.79%+$323K$5.07M0.04%Aug 10, 2026
R Squared LtdSell 100%-$314K$00.00%Aug 5, 2026
Contravisory Investment Management, Inc.New Buy+$293K$293K0.05%Jul 9, 2026
Nordea Investment Management ABReduce 4.87%-$248K$4.85M0.00%Aug 5, 2026
Vise Technologies, Inc.New Buy+$233K$233K0.00%Aug 11, 2026
Hennion & Walsh Asset Management, Inc.New Buy+$222K$222K0.01%Jul 8, 2026
Fox Run Management, L.L.C.Reduce 22.76%-$209K$709K0.12%Aug 4, 2026
Legacy Financial Independent Advisors LLCNew Buy+$204K$204K0.10%Aug 10, 2026
Directional Asset ManagementNew Buy+$204K$204K0.17%Jul 27, 2026
Rafferty Asset Management, LLCReduce 12.29%-$198K$1.42M0.00%Aug 14, 2026
Paradigm Capital Management IncReduce 14.06%-$197K$1.2M0.03%Aug 13, 2026
Inspire Advisors, LLCReduce 5.60%-$177K$2.98M0.21%Aug 13, 2026
Round Hill Asset ManagementReduce 6.78%-$173K$2.38M1.50%Aug 12, 2026
Guggenheim Capital LLCReduce 8.64%-$157K$1.66M0.01%Aug 12, 2026
First Merchants CorpReduce 0.60%-$138K$22.8M0.80%Jul 15, 2026
Thrivent Financial for LutheransAdded 16.33%+$135K$961K0.00%Aug 14, 2026
Harbor Capital Advisors, Inc.Added 17.65%+$131K$873K0.06%Aug 7, 2026
Healthcare of Ontario Pension Plan Trust FundSell 100%-$130K$00.00%Aug 13, 2026
OneAscent Financial Services LLCAdded 2.60%+$108K$4.27M0.20%Aug 11, 2026
Inspire Investing, LLCAdded 17.38%+$103K$692K0.03%Aug 12, 2026
Advisory Research IncReduce 3.43%-$101K$2.85M0.28%Aug 13, 2026
Choreo, LLCAdded 23.20%+$98.9K$525K0.01%Aug 4, 2026
Holocene Advisors, LPReduce 25.01%-$89.9K$269K0.00%Aug 14, 2026
Susquehanna Fundamental Investments, LLCReduce 3.47%-$80.9K$2.25M0.04%Aug 14, 2026
Natixis Advisors, LLCReduce 4.59%-$56.4K$1.17M0.00%Aug 14, 2026
CANADA LIFE ASSURANCE CoAdded 13.34%+$51.8K$440K0.00%Aug 13, 2026
Bailard, Inc.Added 4.41%+$43.7K$1.04M0.02%Jul 30, 2026
Connable Office IncReduce 7.58%-$33.8K$412K0.04%Aug 3, 2026
Oppenheimer Asset Management Inc.Reduce 2.03%-$31.9K$1.54M0.02%Aug 3, 2026
Fiduciary Financial AdvisorsNew Buy+$31.5K$31.5K0.00%Aug 14, 2026
Wellington Grp LLCSell 100%-$29.7K$00.00%Aug 26, 2026
Stock Yards Bank & Trust CoReduce 5.12%-$29.5K$546K0.02%Aug 19, 2026
Nomura Asset Management Co LtdSell 100%-$29K$00.00%Aug 13, 2026
Wedge Capital Management L L PReduce 2.02%-$25.8K$1.26M0.02%Jul 10, 2026
Vest Financial, LLCAdded 1.36%+$24.7K$1.84M0.02%Jul 24, 2026
Monarch Capital Management IncReduce 5.61%-$21.8K$368K0.08%Jul 22, 2026
Stratos Wealth Partners, LTD.Added 1.77%+$13.9K$801K0.01%Aug 11, 2026
VestGen Advisors, LLCAdded 5.81%+$13.1K$238K0.01%Aug 11, 2026
Waterfront Wealth Inc.Added 0.91%+$11K$1.23M0.19%Jul 30, 2026
EJF Capital LPReduce 2.19%-$10.4K$465K0.31%Aug 13, 2026
Xponance LLCAdded 3.73%+$9.66K$269K0.00%Aug 10, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 59.35%-$8.04K$5.51K0.00%Aug 7, 2026
&PartnersAdded 2.02%+$6.64K$336K0.00%Aug 14, 2026
Sapient Capital LLCReduce 1.24%-$4.63K$369K0.00%Jul 9, 2026
Bare Financial Services, IncAdded 224.39%+$4.02K$5.81K0.00%Jul 27, 2026
Sound Income Strategies, LLCSell 100%-$3.5K$00.00%Jul 20, 2026
Elevation Point Wealth Partners, LLCAdded 1.10%+$3.06K$280K0.01%Aug 12, 2026
Kemnay Advisory Services Inc.Added 17.57%+$2.84K$19K0.00%Aug 14, 2026
Pathway Financial Advisers, LLCAdded 0.90%+$2.36K$263K0.07%Jul 30, 2026
BCGM Wealth Management, LLCReduce 0.21%-$2.1K$989K0.21%Aug 4, 2026
BridgePort Financial Solutions, LLCReduce 0.07%-$1.66K$2.54M0.65%Jul 24, 2026
Quarry LPReduce 22.89%-$1.66K$5.59K0.00%Aug 14, 2026
Cary Street Partners Investment Advisory LLCAdded 86.05%+$1.62K$3.5K0.00%Jul 17, 2026
Integrated Investment Consultants, LLCReduce 0.45%-$1.4K$311K0.06%Aug 17, 2026
Creative Capital Management Investments LLCNew Buy+$961$9610.00%Jul 24, 2026
Assetmark, IncReduce 4.54%-$874$18.4K0.00%Jul 30, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 4.60%-$699$14.5K0.00%Aug 13, 2026
GGM Financial LLCAdded 0.93%+$699$76K0.03%Jul 23, 2026
Cornerstone Financial Management LLCNew Buy+$568$5680.00%Aug 28, 2026
Innovative Asset Advisors Group, LLCSell 100%-$542$00.00%Aug 5, 2026
Bell Investment Advisors, IncAdded 23.08%+$524$2.8K0.00%Aug 7, 2026
Rialto Wealth Management, LLCAdded 57.14%+$524$1.44K0.00%Aug 11, 2026
SHP Wealth ManagementNew Buy+$481$4810.00%Aug 11, 2026
Venture Visionary Partners LLCAdded 0.06%+$350$593K0.02%Jul 27, 2026
Norris Perne & French LLPAdded 0.09%+$262$299K0.01%Aug 13, 2026
Vermillion Wealth Management, Inc.Sell 100%-$155$00.00%Jul 16, 2026
CX InstitutionalAdded 0.74%+$132$18K0.00%Jul 2, 2026
HFM Investment Advisors, LLCAdded 60.00%+$131$3500.00%Aug 4, 2026
LRI Investments, LLCNew Buy+$131$1310.00%Jul 14, 2026
DecisionPoint Financial, LLCNew Buy+$89$890.00%Aug 5, 2026
Bay Harbor Wealth Management, LLCAdded 20.00%+$87$5240.00%Jul 28, 2026
Maryland Capital Advisors Inc.New Buy+$44$440.00%Jul 17, 2026
Keating Financial Advisory Services, Inc.Added 5.88%+$44$7860.00%Aug 11, 2026
TD Capital Management LLCAdded 2.33%+$44$1.91K0.00%Aug 6, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$39$00.00%Aug 13, 2026

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