Sound Point Meridian CapitalSPMC
13F holders, Q2 2025 (June 30)14holders −3
3new positions
6sold out
$17.88avg. 13F price*
At the end of Q2 2025, 14 institutions reported holding Sound Point Meridian Capital (SPMC) in their 13F filings, down 3 from Q1 2025. 3 opened new positions and 6 sold out. The largest holders were Kim, LLC ($192.8M), Bank of America Corp. ($8.9M) and Goldman Sachs Group Inc. ($8.5M).
- Company
- Sound Point Meridian Capital
- CUSIP
- 83617A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $194.2M |
| Exits | 6 | $1.0M |
All 13F filers, Q1 2025 → Q2 2025: 10,901,213 shares bought and 349,929 shares sold, net +10,551,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Kim, LLC | 35.92% | New | 10,784,192 | $192.8M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 500,000 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.3% | 474,308 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.7% | 99,558 | $1.8M |
| Marshall Wace, LLP | 0.00% | Add +35.4% | 77,152 | $1.4M |
| Everest Private Wealth | 0.94% | New | 72,858 | $1.3M |
| Thomas J. Herzfeld Advisors, Inc. | 0.40% | Reduce -72.0% | 62,921 | $1.1M |
| Running Point Capital Advisors, LLC | 0.16% | Add +14.9% | 33,424 | $598K |
| Morgan Stanley | 0.00% | Add +84.8% | 28,066 | $502K |
| Black Swift Group, LLC | 0.08% | No change | 22,500 | $402K |
| Oppenheimer & Co. Inc. | 0.00% | Add +16.4% | 18,712 | $335K |
| UBS Group AG | 0.00% | New | 4,169 | $75K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.0% | 144 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -72.4% | 51 | $1K |
"% of holder's portfolio" is SPMC's weight in each manager's 13F, not the share of Sound Point Meridian Capital the manager owns.