Meridian

MRBK • NASDAQ

Meridian is a banks - regional company in the financial services sector on NASDAQ, led by Christopher J. Annas, with a market cap of $198.4M. As of Q3 2025, 64% of shares are held by 83 institutional investors, with Fourthstone LLC as the largest holder at 9.49%.

CEOChristopher J. Annas

Market Cap$198.4M

Banks - Regional

Financial Services

Employees324.0

Websitemeridianbanker.com

Country

United States of America

Overview

Overview of institutional ownership in MRBK as of Q3 2025 with a market cap of $178.4M

All Institutions

Institutions: 83
Value Held: $114.5M
Shares Held: 7.3M
Avg Position: $1.4M
Median Position: $369.5K

Hedge Funds

Hedge Funds: 15
Value Held: $43.1M
Shares Held: 2.7M
Avg Position: $2.9M
Median Position: $988.5K

Ownership Breakdown

Institutional (non-HF)

40.03%

$71.4M

Hedge Funds

24.15%

$43.1M

Retail & Other

35.82%

$63.9M

Based on market cap of $178.4M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MRBK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	$16.9M 3.04% of portfolio	9.49% 1.1M shares	Q2 2021 Held for 4y 5m	$557.6M
STRATEGIC VALUE BANK PARTNERS LLC Hedge Fund•Value	Josh Kaye CCO	$10.3M 7.31% of portfolio	5.76% 651.3K shares	Q4 2021 Held for 3y 11m	$140.6M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$9.2M 0.00% of portfolio	5.13% 579.6K shares	Q4 2017 Held for 7y 11m	$6.69T
B BlackRock, Inc. Institution	-	$8.2M 0.00% of portfolio	4.61% 521.5K shares	Q4 2017 Held for 7y 11m	$5.67T
B BANC FUNDS CO LLC Institution	-	$7.2M 1.74% of portfolio	4.01% 452.8K shares	Q4 2017 Held for 7y 11m	$411.3M
FIRST MANHATTAN CO Institution	Zachary A Wydra CEO	$6.8M 0.02% of portfolio	3.83% 432.6K shares	Q4 2017 Held for 7y 11m	$37.6B
Ategra Capital Management, LLC Hedge Fund•Sector	Jacques [Nmn] Rebibo Chairman	$6.4M 4.56% of portfolio	3.60% 406.9K shares	Q1 2019 Held for 6y 8m	$140.8M
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$5.7M 0.00% of portfolio	3.20% 361.9K shares	Q1 2020 Held for 5y 8m	$466.32B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$3.3M 0.00% of portfolio	1.87% 211.9K shares	Q2 2020 Held for 5y 5m	$1.57T
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	Gillian Morna Therese Savage CEO	$3.0M 0.01% of portfolio	1.66% 187.6K shares	Q1 2019 Held for 6y 8m	$51.5B

Net Capital Flow

Institutional buying and selling activity for MRBK in Q3 2025

Traded: +$7.7M
Buyers: 56
Sellers: 23
Total Bought: +$19.7M
Total Sold: −$12.0M
Avg Position: $1.3M

Biggest Buyers

Institution	Net Bought	Current Position
W Wick Capital Partners, LLC RIA/Wealth	+$2.3M +144.0K shares	$2.3M 144.5K shares
SEGALL BRYANT & HAMILL Long Only Manager	+$2.0M +126.4K shares	$2.0M 126.4K shares
N Nuveen, LLC Institution	+$1.5M +95.8K shares	$1.7M 107.7K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$1.4M +85.6K shares	$2.7M 171.8K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$1.3M +82.8K shares	$1.3M 82.8K shares
SummerHaven Investment Management, LLC Long Only Manager	+$945.9K +59.9K shares	$945.9K 59.9K shares
Key FInancial Inc RIA/Wealth	+$917.2K +59.4K shares	$917.2K 59.4K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	+$757.1K +47.9K shares	$3.0M 187.6K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	+$668.9K +42.4K shares	$668.9K 42.4K shares
GOLDMAN SACHS GROUP INC Institution	+$614.6K +38.9K shares	$1.0M 64.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
Ategra Capital Management, LLC Hedge Fund•Sector	−$3.3M −209.2K shares	$6.4M 406.9K shares
B BANC FUNDS CO LLC Institution	−$2.3M −147.6K shares	$7.2M 452.8K shares
T Truffle Hound Capital, LLC Hedge Fund•Long/Short	−$1.6M −124.3K shares	Sold Off 0 shares
Meridian Wealth Partners, LLC RIA/Wealth	−$1.1M −67.5K shares	$1.1M 72.2K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$830.2K −59.5K shares	Sold Off 0 shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$716.5K −45.4K shares	$370.7K 23.5K shares
MORGAN STANLEY RIA/Wealth	−$404.6K −25.6K shares	$265.3K 16.8K shares
H HSBC HOLDINGS PLC Institution	−$323.6K −25.2K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$314.4K −19.9K shares	$9.2M 579.6K shares
BARCLAYS PLC Institution	−$205.2K −13.0K shares	$641.8K 40.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MRBK in Q3 2025

New Positions: 17
New Value: $6.3M
Exited Positions: 6
Exited Value: $2.9M

New Positions

Institution	Position Value
SEGALL BRYANT & HAMILL Long Only Manager	$2.0M 126.4K shares
SummerHaven Investment Management, LLC Long Only Manager	$945.9K 59.9K shares
Key FInancial Inc RIA/Wealth	$917.2K 59.4K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	$668.9K 42.4K shares
PRUDENTIAL FINANCIAL INC Institution	$566.3K 35.9K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$409.9K 26.0K shares
Traynor Capital Management, Inc. RIA/Wealth	$394.8K 25.0K shares
Integrated Quantitative Investments LLC Long Only Manager	$256.1K 16.2K shares
MetLife Investment Advisors, LLC Insurance Manager	$89.0K 5.6K shares
CWM, LLC RIA/Wealth	$33.6K 2.1K shares

Exited Positions

Institution	Previous Position
T Truffle Hound Capital, LLC Hedge Fund•Long/Short	$1.6M 124.3K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$830.2K 59.5K shares
H HSBC HOLDINGS PLC Institution	$323.6K 25.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$159.7K 12.4K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$9.0K 700.0 shares
Goss Wealth Management LLC RIA/Wealth	$4.8K 373.0 shares

Options Activity

Institutions with the largest Call and Put options positions in MRBK as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with MRBK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
STRATEGIC VALUE BANK PARTNERS LLC Hedge Fund•Value	Josh Kaye CCO	7.31% $10.3M	5.76% 651.3K shares	Q4 2021 Held for 3y 11m	$140.6M
Ategra Capital Management, LLC Hedge Fund•Sector	Jacques [Nmn] Rebibo Chairman	4.56% $6.4M	3.60% 406.9K shares	Q1 2019 Held for 6y 8m	$140.8M
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	3.04% $16.9M	9.49% 1.1M shares	Q2 2021 Held for 4y 5m	$557.6M
B BANC FUNDS CO LLC Institution	-	1.74% $7.2M	4.01% 452.8K shares	Q4 2017 Held for 7y 11m	$411.3M
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.55% $945.9K	0.53% 59.9K shares	Q3 2025 Held for 2 months	$170.9M
W Wick Capital Partners, LLC RIA/Wealth	Thomas Charles Huber CIO	0.55% $2.3M	1.28% 144.5K shares	Q3 2022 Held for 3y 2m	$417.9M
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	Anton Villars Schutz President	0.18% $404.4K	0.24% 26.7K shares	Q4 2023 Held for 1y 11m	$221.8M
Key FInancial Inc RIA/Wealth	Patricia Clark Brennan CEO	0.17% $917.2K	0.53% 59.4K shares	Q3 2025 Held for 2 months	$541.0M
Meridian Wealth Partners, LLC RIA/Wealth	Kenneth Charles Ambrogi CIO	0.16% $1.1M	0.64% 72.2K shares	Q4 2019 Held for 5y 11m	$726.2M
ELCO Management Co., LLC Hedge Fund•Long/Short	Paul Elliot Managing Partner	0.10% $185.1K	0.10% 11.7K shares	Q4 2022 Held for 2y 11m	$191.4M

Hedge Fund Spotlight

Discover hedge funds investing in MRBK

ELCO Management Co., LLC

Hedge Fund • Long/Short

Portfolio ManagerPaul Elliot

Portfolio Value: $191.4M
Positions: 163
Last Reported: Q3 2025

Sector Allocation

Position in Meridian

Market Value: $185.1K
Shares Held: 11.7K
Portfolio Weight: 0.10%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 Cheniere Energy LNG	Oil & Gas Midstream Energy	$12.1M	6.31%
2 Williams Companies WMB	Oil & Gas Midstream Energy	$11.5M	6.03%
3 Targa Resources TRGP	Oil & Gas Midstream Energy	$8.8M	4.62%