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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
BFA
1776
Bill Few Associates
Pennsylvania
$1.36M -$1.6K -17 -0.1%
ZIG
1777
Zuckerman Investment Group
Illinois
$1.36M -$1.02M -10,862 -46%
RWMG
1778
Redwood Wealth Management Group
New Jersey
$1.36M -$21.4K -228 -2%
PP
1779
Pingora Partners
Wyoming
$1.36M -$9.39K -100 -0.8%
CASB
1780
Cape Ann Savings Bank
Massachusetts
$1.36M +$4.22K +45 +0.4%
MSWM
1781
McGlone Suttner Wealth Management
Wisconsin
$1.35M -$157K -1,672 -12%
IP
1782
Indivisible Partners
Florida
$1.35M +$1.2M +12,823 New
SP
1783
Symmetry Partners
Connecticut
$1.35M +$883K +9,406 +276%
LIM
1784
Loudon Investment Management
New Hampshire
$1.35M +$108K +1,151 +10%
TNBTD
1785
Trustmark National Bank Trust Department
Mississippi
$1.35M -$108K -1,154 -8%
SIC
1786
Sterling Investment Counsel
New York
$1.34M +$341K +3,636 +39%
HJGA
1787
Hardman Johnston Global Advisors
Connecticut
$1.34M
KJWM
1788
Kiley Juergens Wealth Management
Washington
$1.34M -$8.17K -87 -0.7%
RB
1789
Renasant Bank
Mississippi
$1.34M -$137K -1,456 -10%
VHAM
1790
Van Hulzen Asset Management
California
$1.33M -$73.3K -781 -6%
SFA
1791
Souders Financial Advisors
Ohio
$1.33M +$334K +3,559 +39%
PL
1792
Plancorp LLC
Missouri
$1.33M -$23.7K -253 -2%
KMWM
1793
Keudell/Morrison Wealth Management
Oregon
$1.33M +$1.19M +12,657 New
AHC
1794
Adell Harriman & Carpenter
Texas
$1.33M -$156K -1,665 -12%
ABLA
1795
Alan B. Lancz & Associates
Ohio
$1.32M
AIA
1796
Affinity Investment Advisors
California
$1.32M -$15.5K -165 -1%
AT
1797
Avalon Trust
New Mexico
$1.32M -$540K -5,750 -31%
QWM
1798
Quadcap Wealth Management
Texas
$1.32M +$188 +2 +0%
NRC
1799
New Republic Capital
North Carolina
$1.32M +$581K +6,192 +100%
SWP
1800
Summit Wealth Partners
Florida
$1.31M +$94 +1 +0%