3,248 hedge funds and large institutions have $159B invested in Merck in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,329 increasing their positions, 1,397 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 1,329 | Existing positions reduced: 1,397

1% less funds holding

Funds holding: 3,2953,248 (-47)

2.21% less ownership

Funds ownership: 78.03%75.82% (-2.2%)

Holders
3,248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83B
Puts
$2.51B
Net Calls
Net Calls Change

Top Sellers

1 -$863M
2 -$579M
3 -$452M
4
BlackRock
BlackRock
New York
-$291M
5
Goldman Sachs
Goldman Sachs
New York
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
CST
2001
Charles Schwab Trust
Nevada
$742K
CLA
2002
Carnegie Lake Advisors
New Jersey
$741K
OWP
2003
Obermeyer Wealth Partners
Colorado
$741K
FBFS
2004
First Business Financial Services
Wisconsin
$741K
HTI
2005
Hikari Tsushin Inc
Japan
$740K
MAWCM
2006
Mine & Arao Wealth Creation & Management
California
$738K
MCCA
2007
Mill Creek Capital Advisors
Pennsylvania
$738K
MMCM
2008
Murphy & Mullick Capital Management
New York
$737K
SB
2009
Strategic Blueprint
Georgia
$737K
CWP
2010
CFM Wealth Partners
Texas
$736K
BONH
2011
Bank of New Hampshire
New Hampshire
$735K
PCM
2012
Perkins Capital Management
Minnesota
$734K
RBFC
2013
Roman Butler Fullerton & Co
Missouri
$734K
CCFM
2014
Clear Creek Financial Management
Washington
$732K
PI
2015
Pettee Investors
Connecticut
$732K
PGF
2016
Plan Group Financial
Oklahoma
$731K
MMM
2017
Mendel Money Management
Illinois
$730K
GC
2018
Gilbert & Cook
Iowa
$730K
GPI
2019
General Partner Inc
Pennsylvania
$729K
BP
2020
BBR Partners
New York
$727K
CPA
2021
Capital Performance Advisors
California
$726K
AIM
2022
Athena Investment Management
California
$726K
ECA
2023
Elevate Capital Advisors
Colorado
$726K
WAG
2024
Winthrop Advisory Group
Massachusetts
$722K
VWM
2025
Venturi Wealth Management
Texas
$722K