3,253 hedge funds and large institutions have $159B invested in Merck in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,331 increasing their positions, 1,399 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 1,331 | Existing positions reduced: 1,399

1% less funds holding

Funds holding: 3,2963,253 (-43)

2.2% less ownership

Funds ownership: 78.07%75.87% (-2.2%)

Holders
3,253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83B
Puts
$2.51B
Net Calls
Net Calls Change

Top Sellers

1 -$863M
2 -$579M
3 -$452M
4
BlackRock
BlackRock
New York
-$291M
5
Goldman Sachs
Goldman Sachs
New York
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1001
Dynamic Advisor Solutions
Arizona
$3.68M
FWM
1002
Finer Wealth Management
Massachusetts
$3.68M
MIM
1003
Montgomery Investment Management
Maryland
$3.68M
SFCL
1004
Strengthening Families & Communities LLC
Massachusetts
$3.67M
BBWA
1005
Bell & Brown Wealth Advisors
California
$3.66M
CNBTD
1006
Citizens National Bank Trust Department
Mississippi
$3.66M
BWM
1007
BigSur Wealth Management
Florida
$3.65M
CBTWT
1008
Community Bank & Trust (Waco, Texas)
Texas
$3.65M
ST
1009
Spinnaker Trust
Maine
$3.65M
TC
1010
Trilogy Capital
California
$3.63M
HI
1011
Harper Investing
California
$3.62M
CWS
1012
Confluence Wealth Services
Pennsylvania
$3.62M
MWM
1013
Modera Wealth Management
New Jersey
$3.6M
MG
1014
Mather Group
Illinois
$3.6M
KJHP
1015
K.J. Harrison & Partners
Ontario, Canada
$3.59M
CBT
1016
Central Bank & Trust
Kentucky
$3.58M
SW
1017
Simplicity Wealth
New Jersey
$3.56M
EFS
1018
Essex Financial Services
Connecticut
$3.55M
BBA
1019
BLB&B Advisors
Pennsylvania
$3.55M
BC
1020
Burney Company
Virginia
$3.53M
PCG
1021
Prosperity Consulting Group
Maryland
$3.53M
SIM
1022
Studio Investment Management
Illinois
$3.51M
GRP
1023
Global Retirement Partners
California
$3.5M
VVP
1024
Venture Visionary Partners
Ohio
$3.5M
RC
1025
Roundview Capital
New Jersey
$3.48M