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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
EFG
1651
Everhart Financial Group
Ohio
$1.59M +$278K +2,965 +24%
TPI
1652
Trust Point Inc
Wisconsin
$1.59M +$28.1K +299 +2%
HNWAG
1653
High Net Worth Advisory Group
Florida
$1.59M -$76.2K -812 -5%
CIC
1654
Chilton Investment Company
Connecticut
$1.59M +$183K +1,947 +15%
AIM
1655
Acropolis Investment Management
Missouri
$1.58M -$69.8K -744 -5%
BFA
1656
Beaumont Financial Advisors
Massachusetts
$1.58M -$722K -7,695 -34%
RWA
1657
Redhawk Wealth Advisors
Minnesota
$1.58M +$6.67K +71 +0.5%
AWP
1658
Abacus Wealth Partners
California
$1.58M +$555K +5,913 +65%
AIS
1659
AM Investment Strategies
Tennessee
$1.58M -$17K -181 -1%
ICA
1660
Infrastructure Capital Advisors
New York
$1.58M +$954K +10,165 +210%
BEAM
1661
Baker Ellis Asset Management
Washington
$1.58M -$70.3K -749 -5%
WIM
1662
Walsky Investment Management
Pennsylvania
$1.58M +$1.41M +14,971 New
CWAG
1663
Compton Wealth Advisory Group
Virginia
$1.58M +$145K +1,547 +12%
IWA
1664
Icon Wealth Advisors
Texas
$1.57M +$114K +1,211 +9%
GBT
1665
Grove Bank & Trust
Florida
$1.56M -$12.8K -136 -0.9%
NHC
1666
Nicholas Hoffman & Company
Georgia
$1.56M -$126K -1,345 -8%
UAG
1667
United Advisor Group
Ohio
$1.56M +$33.1K +353 +2%
EA
1668
Emerald Advisors
Washington
$1.56M +$32.8K +349 +2%
CC
1669
Centiva Capital
New York
$1.55M -$12.3M -130,624 -90%
CTFG
1670
Capstone Triton Financial Group
Oklahoma
$1.55M +$54.6K +582 +4%
KTM
1671
Keeler Thomas Management
Utah
$1.55M +$4.69K +50 +0.3%
CWM
1672
Chesapeake Wealth Management
Virginia
$1.55M +$8.17K +87 +0.6%
CFP
1673
Cascade Financial Partners
California
$1.55M -$87.1K -928 -6%
AC
1674
Apella Capital
Connecticut
$1.55M +$72.8K +775 +6%
FFA
1675
First Foundation Advisors
California
$1.55M +$37.8K +403 +3%