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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
MA
1801
MONECO Advisors
Connecticut
$1.31M +$17.5K +186 +2%
PTP
1802
Platform Technology Partners
New York
$1.31M -$33.1K -353 -3%
SI
1803
Severin Investments
Missouri
$1.31M -$469 -5 -0%
HP
1804
Hilltop Partners
Indiana
$1.31M -$55.6K -592 -5%
LTAS
1805
Linden Thomas Advisory Services
North Carolina
$1.3M +$20.8K +222 +2%
MW
1806
MBL Wealth
North Carolina
$1.3M +$499K +5,316 +76%
FFN
1807
Focus Financial Network
Minnesota
$1.3M -$9.57K -102 -0.8%
AIA
1808
AssuredPartners Investment Advisors
Florida
$1.3M +$723K +7,701 +166%
DWM
1809
Dynasty Wealth Management
Florida
$1.29M +$13.4K +143 +1%
DAM
1810
Delta Asset Management
Tennessee
$1.29M -$60.1K -640 -5%
SSW
1811
Stone Summit Wealth
Florida
$1.29M +$231K +2,460 +25%
BHB
1812
Bank Hapoalim BM
Israel
$1.29M +$2.82K +30 +0.2%
ACS
1813
Archford Capital Strategies
Illinois
$1.29M -$8.64K -92 -0.7%
SC
1814
Schulhoff & Co
Ohio
$1.29M
AEPWM
1815
Atlantic Edge Private Wealth Management
Florida
$1.29M +$29K +309 +3%
HWA
1816
Heartwood Wealth Advisors
Virginia
$1.29M +$96.9K +1,032 +9%
RFP
1817
Root Financial Partners
California
$1.29M +$74.1K +789 +7%
GWCM
1818
Godshalk Welsh Capital Management
Pennsylvania
$1.28M -$14.1K -150 -1%
RC
1819
Rovin Capital
Arizona
$1.28M +$547K +5,829 +91%
OC
1820
Opinicus Capital
Florida
$1.28M -$60.3K -642 -5%
RWPA
1821
Richard W. Paul & Associates
Michigan
$1.28M +$18.1K +193 +2%
PGA
1822
Portland Global Advisors
Maine
$1.28M -$16.4K -175 -1%
FCM
1823
Family Capital Management
Michigan
$1.28M +$134K +1,432 +13%
TLA
1824
Tanglewood Legacy Advisors
Texas
$1.28M +$14.1K +150 +1%
CPA
1825
Capital Planning Advisors
California
$1.28M +$523K +5,570 +85%