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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

315% more first-time investments, than exits

New positions opened: 544 | Existing positions closed: 131

67% more funds holding in top 10

Funds holding in top 10: 4677 (+31)

43% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $2.62B

30% more capital invested

Capital invested by funds: $160B → $207B (+$47.2B)

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
+341
Holders Change %
+10.31%
% of All Funds
44.39%
Holding in Top 10
77
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+67.39%
% of All Funds
0.94%
New
544
Increased
1,372
Reduced
1,398
Closed
131
Calls
$3.76B
Puts
$2.62B
Net Calls
+$1.14B
Net Calls Change
+$810M
Name Holding Trade Value Shares
Change
Change in
Stake
HHCP
1526
Hilton Head Capital Partners
South Carolina
$1.92M +$1.71M +18,218 New
LPT
1527
Legacy Private Trust
Wisconsin
$1.91M -$62.3K -664 -4%
GAG
1528
GM Advisory Group
New York
$1.91M +$241K +2,564 +16%
IAMOG
1529
Investors Asset Management of Georgia
Georgia
$1.91M -$4.41K -47 -0.3%
LAM
1530
L2 Asset Management
Massachusetts
$1.91M +$193K +2,057 +13%
WCM
1531
Wallace Capital Management
Texas
$1.9M +$28.3K +301 +2%
TWM
1532
Thrive Wealth Management
Pennsylvania
$1.9M +$70.9K +755 +4%
BEC
1533
Blue Edge Capital
Virginia
$1.9M
KFS
1534
Kurt F. Somerville
$1.9M -$33.8K -360 -2%
DMBA
1535
Deseret Mutual Benefit Administrators
Utah
$1.9M +$3.66K +39 +0.2%
DW30
1536
Drucker Wealth 3.0
New Jersey
$1.9M +$330K +3,511 +24%
QIM
1537
Quest Investment Management
Oregon
$1.89M
BAM
1538
BOCHK Asset Management
Hong Kong
$1.89M +$1.69M +18,000 New
NCM
1539
NCM Capital Management
New Jersey
$1.89M -$57.2K -609 -3%
RG
1540
RHL Group
Michigan
$1.89M +$1.69M +17,995 New
CIA
1541
Compass Ion Advisors
Pennsylvania
$1.89M -$72.8K -776 -4%
PAM
1542
Peak Asset Management
Colorado
$1.88M -$34.9K -372 -2%
WPP
1543
Whalerock Point Partners
Rhode Island
$1.88M +$70.4K +750 +4%
CCMG
1544
Clark Capital Management Group
Pennsylvania
$1.88M -$85K -905 -5%
PJSIMP
1545
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.87M -$260K -2,765 -13%
TCBWMS
1546
Texas Capital Bank Wealth Management Services
Texas
$1.87M +$1.26M +13,474 +315%
IAS
1547
Insigneo Advisory Services
Florida
$1.85M +$251K +2,679 +18%
DA
1548
Doliver Advisors
Texas
$1.85M -$17.6K -187 -1%
CFP
1549
Catalyst Financial Partners
Massachusetts
$1.85M +$224K +2,391 +16%
AC
1550
Avestar Capital
New York
$1.85M -$180K -1,913 -10%