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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
AL
1701
ARWA LLC
Texas
$1.5M +$1.34M +14,290 New
SFG
1702
SageGuard Financial Group
Tennessee
$1.5M +$1.34M +14,280 New
MP
1703
McDonald Partners
Ohio
$1.5M +$75.1K +800 +6%
PPC
1704
Park Place Capital
Alabama
$1.5M -$57.7K -615 -4%
CCP
1705
Cassia Capital Partners
North Carolina
$1.49M -$58.4K -622 -4%
TPWM
1706
Twelve Points Wealth Management
Massachusetts
$1.49M -$403K -4,292 -24%
PHIC
1707
Pine Haven Investment Counsel
Massachusetts
$1.49M +$9.86K +105 +0.7%
FFO
1708
Fiduciary Family Office
Florida
$1.49M -$155K -1,651 -10%
BSA
1709
Bull Street Advisors
Georgia
$1.49M
CD
1710
Chapin Davis
Maryland
$1.49M +$50.6K +539 +4%
APG
1711
Abacus Planning Group
South Carolina
$1.49M +$80.9K +862 +7%
CSB
1712
City State Bank
Iowa
$1.48M -$7.04K -75 -0.5%
EWM
1713
Evermay Wealth Management
Virginia
$1.48M -$121K -1,288 -8%
CGFA
1714
Colton Groome Financial Advisors
North Carolina
$1.48M +$50.5K +538 +4%
GP
1715
Guardian Partners
Canada
$1.48M +$927K +9,879 +367%
KCM
1716
Kanawha Capital Management
Virginia
$1.48M -$94 -1 -0%
AA
1717
Auxano Advisors
Washington
$1.48M +$5.16K +55 +0.4%
VMMC
1718
V.M. Manning & Co
South Carolina
$1.48M +$7.32K +78 +0.6%
BAM
1719
Belpointe Asset Management
Nevada
$1.47M -$92K -980 -7%
SC
1720
Stance Capital
Massachusetts
$1.47M -$263K -2,803 -17%
SWM
1721
Segment Wealth Management
Texas
$1.47M -$22.8K -243 -2%
EPIM
1722
Evelyn Partners Investment Management
$1.47M -$993K -10,575 -43%
SL
1723
Sentinus LLC
Illinois
$1.47M +$737K +7,856 +129%
SC
1724
Sepio Capital
Utah
$1.47M +$681K +7,250 +109%
HAM
1725
Hedges Asset Management
Nevada
$1.46M