Meeder Asset Management Inc.
Meeder Asset Management Inc is an independent investment adviser headquartered in Dublin, Ohio. The firm, founded in 1985, leverages its expertise as an asset manager primarily serving clients such as investment companies, pension and profit-sharing plans, and other institutional individuals. Meeder manages several proprietary mutual funds and offers a broad spectrum of investment solutions tailored to different risk profiles. With around 35 employees (over half in investment roles), Meeder provides both investment management and public funds administration services.
Investment Strategy
Meeder Asset Management employs a tactical investment approach, focusing on delivering a diversified mix of mutual funds and separate account solutions tailored to clients’ risk tolerance and objectives. The firm uses asset allocation, equity specialty, fixed income, and money market strategies to design portfolios that adapt to changing market conditions while aiming for risk-adjusted returns. Their investment philosophy emphasizes risk management, dynamic portfolio construction, and an adaptive investment process to help clients meet their long-term financial goals.
Latest 13F Filing Activity
Meeder Asset Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 835 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Nvidia Corporation, Microsoft Corp. among other positions. Meeder Asset Management Inc. reduced exposure to Ishares TR, Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (835)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.29% | $135.0M | 271,490 | $389.15 | $497.41 | +$23.5M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.33% | $103.1M | 212,293 | $348.77 | $485.77 | -$24.0M |
N NVDA | NVIDIA CORPORATION | 5.92% | $96.4M | 610,005 | $32.20 | $157.99 | +$30.8M |
A AMZN | AMAZON COM INC | 5.14% | $83.6M | 381,134 | $170.91 | $219.39 | +$11.3M |
I IEF | ISHARES TR | 4.04% | $65.8M | 687,194 | $95.77 | $95.77 | +$65.8M |
Industry Allocation
Investment Team (13)
| Name | Role | Location | |
|---|---|---|---|
| Wealth Trading Analyst | Columbus, OH , United States | ||
A Aneep Maniar | Portfolio Manager | Dublin, OH , United States | |
| Vice President and Portfolio Manager | Powell, OH , United States | ||
| Quantitative Analyst | Columbus, OH , United States | ||
J Jason Szabo | Portfolio Manager | Columbus, OH , United States | |
| Chief Investment Officer | Columbus, OH , United States | ||
| Investment Analyst | Bellevue, OH , United States | ||
D Dale Smith | Chief Investment Officer Emeritus | Dublin, OH , United States | |
| Portfolio Manager | Dublin, OH , United States | ||
M Mark Wu | Quantitative Analyst | Dublin, OH , United States |