Sound Point Meridian CapitalSPMC
13F holders, Q4 2025 (December 31)16holders +1
3new positions
2sold out
1famous investor
$13.75avg. 13F price*
At the end of Q4 2025, 16 institutions reported holding Sound Point Meridian Capital (SPMC) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Kim, LLC ($148.4M), Bank of America Corp. ($6.9M) and Goldman Sachs Group Inc. ($6.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sound Point Meridian Capital
- CUSIP
- 83617A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $195K |
| Exits | 2 | $154K |
All 13F filers, Q3 2025 → Q4 2025: 54,352 shares bought and 86,509 shares sold, net −32,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Kim, LLC | 38.58% | Add +0.1% | 10,790,928 | $148.4M |
| Bank of America Corp. | 0.00% | No change | 500,000 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 474,434 | $6.5M |
| Everest Private Wealth | 0.61% | Add +5.6% | 79,798 | $1.1M |
| Morgan Stanley | 0.00% | Add +44.5% | 41,148 | $566K |
| Running Point Capital Advisors, LLC | 0.12% | Reduce -3.3% | 31,511 | $433K |
| Virtus Investment Advisers, LLC | 0.11% | Add +7.5% | 29,620 | $407K |
| Citadel Advisors | 0.00% | Add +83.4% | 28,227 | $388K |
| Marshall Wace, LLP | 0.00% | Reduce -56.3% | 26,897 | $370K |
| Black Swift Group, LLC | 0.05% | No change | 22,500 | $309K |
| Thomas J. Herzfeld Advisors, Inc. | 0.06% | New | 13,720 | $189K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -17.5% | 13,700 | $188K |
| UBS Group AG | 0.00% | Add +2085.2% | 1,180 | $16K |
| Osaic Holdings, Inc. | 0.00% | Add +442.9% | 456 | $6K |
| Harbour Investments, Inc. | 0.00% | New | 252 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 200 | $3K |
"% of holder's portfolio" is SPMC's weight in each manager's 13F, not the share of Sound Point Meridian Capital the manager owns.