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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
DE
1751
Diversified Enterprises
Delaware
$1.41M +$371K +3,957 +42%
PNFS
1752
PW Nova Financial Services
Pennsylvania
$1.41M +$1.24M +13,251 New
WA
1753
Wealth Architects
California
$1.41M +$42.4K +452 +3%
PWPS
1754
Pinnacle Wealth Planning Services
Ohio
$1.41M -$68.4K -729 -5%
VST
1755
Van Strum & Towne
California
$1.4M +$246K +2,625 +25%
JTWM
1756
Jackson Thornton Wealth Management
Alabama
$1.4M +$40.6K +433 +3%
TSWM
1757
Triangle Securities Wealth Management
North Carolina
$1.4M -$19.1K -203 -2%
UCB
1758
United Community Bank
South Carolina
$1.4M -$38.3K -408 -3%
NAS
1759
Nicolet Advisory Services
Wisconsin
$1.4M +$100K +1,069 +9%
TPW
1760
Transatlantique Private Wealth
New York
$1.39M +$36.7K +391 +3%
LI
1761
LRI Investments
Florida
$1.39M -$47.8K -509 -4%
ICP
1762
Interchange Capital Partners
Pennsylvania
$1.39M +$222K +2,360 +22%
TNA
1763
True North Advisors
Texas
$1.39M +$40.1K +427 +3%
CCG
1764
Coastwise Capital Group
California
$1.39M +$29.6K +315 +2%
SCI
1765
Stableford Capital II
Arizona
$1.38M
CAG
1766
Csenge Advisory Group
Florida
$1.38M +$64.3K +685 +6%
QFW
1767
QTR Family Wealth
Florida
$1.38M +$141K +1,501 +15%
CS
1768
Capital Square
Tennessee
$1.38M -$3.75K -40 -0.3%
ABWM
1769
Alpine Bank Wealth Management
Colorado
$1.38M +$11.5K +122 +0.9%
REMPR
1770
Roof Eidam Maycock Peralta (REMP)
California
$1.38M +$1.23M +13,075 New
LJHT
1771
Laurie J. Hall Trustee
$1.37M -$254K -2,701 -17%
IP
1772
Isthmus Partners
Wisconsin
$1.37M
JWM
1773
JGP Wealth Management
Oregon
$1.37M +$17.6K +188 +1%
DA
1774
Dover Advisors
Virginia
$1.37M -$22.1K -235 -2%
CCFCSB
1775
Cape Cod Five Cents Savings Bank
Massachusetts
$1.37M