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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
HFM
1551
Hartford Financial Management
Connecticut
$1.85M -$8.64K -92 -0.5%
RSVP
1552
Ramsay Stattman Vela & Price
Colorado
$1.85M -$58.3K -621 -3%
W
1553
Wealthquest
Ohio
$1.85M +$50.2K +535 +3%
MJP
1554
Michael J. Puzo
$1.85M
NPT
1555
National Philanthropic Trust
Pennsylvania
$1.85M +$385K +4,101 +31%
WHC
1556
Wulff, Hansen & Co
California
$1.84M -$18.3K -195 -1%
PWAM
1557
Private Wealth Asset Management
Iowa
$1.84M -$6.2K -66 -0.4%
WB
1558
Webster Bank
Connecticut
$1.84M -$7.98K -85 -0.5%
FIA
1559
Foundations Investment Advisors
Arizona
$1.84M -$92.6K -986 -5%
LSIA
1560
LaSalle St. Investment Advisors
Illinois
$1.83M +$63.9K +681 +4%
LS
1561
Livforsakringsbolaget Skandia
Sweden
$1.83M -$139K -1,483 -8%
SC
1562
Sawyer & Company
Massachusetts
$1.83M +$58K +618 +4%
MWM
1563
Mindset Wealth Management
Indiana
$1.83M -$190K -2,027 -10%
WA
1564
Wealth Alliance
New York
$1.82M +$564K +6,011 +53%
RWM
1565
Riverbend Wealth Management
South Carolina
$1.82M +$195K +2,072 +14%
SIAG
1566
Signet Investment Advisory Group
Rhode Island
$1.81M
CAM
1567
Cypress Asset Management
Texas
$1.81M -$3.94K -42 -0.2%
CFD
1568
Creative Financial Designs
Indiana
$1.81M +$19.7K +210 +1%
FIB
1569
First Interstate Bank
Montana
$1.81M -$64.1K -683 -4%
DCM
1570
Dorato Capital Management
Colorado
$1.81M +$1.53M +16,300 New
BWP
1571
Bernardo Wealth Planning
Pennsylvania
$1.81M +$5.54K +59 +0.3%
LWP
1572
LeClair Wealth Partners
Ohio
$1.8M +$15K +160 +0.9%
CFWMA
1573
Center for Wealth Management Advisory
Ohio
$1.8M +$1.61M +17,108 New
PE
1574
PCM Encore
Colorado
$1.8M +$1.6M +17,096 New
CMP
1575
Christine Messmer PC
Pennsylvania
$1.8M +$1.6M +17,072 New