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3,648 hedge funds and large institutions have $207B invested in Merck in 2025 Q4 according to their latest regulatory filings, with 544 funds opening new positions, 1,372 increasing their positions, 1,398 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

10% more funds holding

Funds holding: 3,3073,648 (+341)

2.9% more ownership

Funds ownership: 76.23%79.13% (+2.9%)

2% less repeat investments, than reductions

Existing positions increased: 1,372 | Existing positions reduced: 1,398

Holders
3,648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.76B
Puts
$2.62B
Net Calls
Net Calls Change

Top Buyers

1 +$1.05B
2 +$696M
3 +$567M
4
Citadel Advisors
Citadel Advisors
Florida
+$549M
5
Jennison Associates
Jennison Associates
New York
+$522M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
2976
Alaethes Wealth
Nevada
$318K
LSWM
2977
Lorne Steinberg Wealth Management
Canada
$318K
SFP
2978
Sterling Financial Planning
New Jersey
$317K
CCAM
2979
Cascades Capital Asset Management
North Carolina
$317K
CA
2980
Carson Advisory
Georgia
$317K
KCM
2981
KRS Capital Management
Michigan
$317K
NFSG
2982
Newbridge Financial Services Group
Florida
$316K
UWPG
2983
Ullmann Wealth Partners Group
Florida
$316K
GIP
2984
Greatmark Investment Partners
Georgia
$316K
MMH
2985
Menora Mivtachim Holdings
Israel
$316K
DAM
2986
Directional Asset Management
Illinois
$316K
SGWP
2987
Sun Group Wealth Partners
California
$315K
CH
2988
CDKV Holdings
Colorado
$315K
PSC
2989
Prentiss Smith & Co
Vermont
$315K
LAM
2990
Lifestyle Asset Management
Texas
$313K
NQWM
2991
Northwest Quadrant Wealth Management
Oregon
$313K
PCTC
2992
Perkins Coie Trust Company
Washington
$313K
DG
2993
DMC Group
Alabama
$313K
SCG
2994
Sonata Capital Group
Washington
$312K
HPM
2995
Hudson Portfolio Management
New York
$312K
AA
2996
Aire Advisors
California
$311K
BDL
2997
Banque de Luxembourg
Luxembourg
$311K
OWA
2998
Opal Wealth Advisors
New York
$311K
BWMG
2999
Barnes Wealth Management Group
California
$310K
APC
3000
Aspire Private Capital
North Carolina
$310K