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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
CFFP
1826
Center for Financial Planning
Michigan
$1.27M +$9.2K +98 +0.8%
GWA
1827
Gibson Wealth Advisors
Texas
$1.27M
CA
1828
CoreCap Advisors
Michigan
$1.27M -$48.1K -512 -4%
MLA
1829
MB, Levis & Associates
Pennsylvania
$1.27M -$35.6K -379 -3%
HIA
1830
Harbor Investment Advisory
Maryland
$1.27M -$142K -1,509 -11%
CA
1831
Claro Advisors
Massachusetts
$1.27M -$39.6K -422 -3%
WA1
1832
Wimmer Associates 1
California
$1.27M -$10.1K -108 -0.9%
MFG
1833
MidWestOne Financial Group
Iowa
$1.27M -$23.2K -247 -2%
RWB
1834
RMR Wealth Builders
New Jersey
$1.26M +$119K +1,267 +12%
EFA
1835
Evernest Financial Advisors
Indiana
$1.26M -$36.6K -390 -4%
BCG
1836
Breakwater Capital Group
New Jersey
$1.26M -$18.7K -199 -2%
WCM
1837
Winthrop Capital Management
Indiana
$1.26M -$161K -1,720 -13%
LCM
1838
LVM Capital Management
Michigan
$1.26M -$20.2K -215 -2%
NDBT
1839
North Dallas Bank & Trust
Texas
$1.26M +$1.12M +11,958 New
DAM
1840
Doheny Asset Management
California
$1.26M
ECM
1841
Elgethun Capital Management
South Dakota
$1.25M +$3.29K +35 +0.3%
DCM
1842
DGS Capital Management
New Jersey
$1.25M -$58.5K -623 -5%
MWM
1843
Manske Wealth Management
Texas
$1.25M +$137K +1,461 +14%
AWM
1844
Absher Wealth Management
North Carolina
$1.25M +$70.7K +753 +7%
FFC
1845
First Financial Corp
Indiana
$1.25M -$9.39K -100 -0.8%
WFS
1846
Widmann Financial Services
Maryland
$1.25M -$20.2K -215 -2%
BFWM
1847
Bright Futures Wealth Management
New York
$1.25M +$582K +6,202 +110%
BDS
1848
Banco de Sabadell
Florida
$1.25M -$20.6K -219 -2%
SA
1849
Sylvest Advisors
Texas
$1.24M -$8.36K -89 -0.7%
NIA
1850
NIA Impact Advisors
California
$1.24M -$26.2K -279 -2%