3,289 hedge funds and large institutions have $159B invested in Merck in 2025 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,344 increasing their positions, 1,420 reducing their positions, and 150 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: $ → $

1% less funds holding

Funds holding: 3,3103,289 (-21)

5% less repeat investments, than reductions

Existing positions increased: 1,344 | Existing positions reduced: 1,420

2.22% less ownership

Funds ownership: 78.27%76.04% (-2.2%)

Holders
3,289
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 -$847M
2 -$568M
3 -$443M
4
BlackRock
BlackRock
New York
-$285M
5
Goldman Sachs
Goldman Sachs
New York
-$278M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2001
Souders Financial Advisors
Ohio
$765K
RL
2002
Rogco LP
Oklahoma
$765K
CAI
2003
Capital Advisors Inc
Oklahoma
$765K
CWM
2004
Connecticut Wealth Management
Connecticut
$764K
LIA
2005
LBMC Investment Advisors
Tennessee
$760K
I
2006
InvesTrust
Oklahoma
$760K
LAI
2007
Legal Advantage Investments
California
$759K
WCM
2008
Washington Capital Management
Washington
$758K
PCA
2009
Peddock Capital Advisors
Massachusetts
$758K
CFA
2010
Capstone Financial Advisors
Illinois
$756K
LAM
2011
Lynch Asset Management
Pennsylvania
$755K
WPA
2012
West Paces Advisors
Georgia
$752K
WTA
2013
Washington Trust Advisors
Massachusetts
$751K
IFWM
2014
Institute for Wealth Management
Colorado
$749K
ONST
2015
Old North State Trust
North Carolina
$749K
SFC
2016
SYM Financial Corp
Indiana
$749K
FC
2017
Financial Consulate
Maryland
$744K
MCM
2018
Maple Capital Management
Vermont
$744K
AIM
2019
Aigen Investment Management
New York
$744K
CTA
2020
Colonial Trust Advisors
South Carolina
$743K
CST
2021
Charles Schwab Trust
Nevada
$742K
CLA
2022
Carnegie Lake Advisors
New Jersey
$741K
OWP
2023
Obermeyer Wealth Partners
Colorado
$741K
FBFS
2024
First Business Financial Services
Wisconsin
$741K
HTI
2025
Hikari Tsushin Inc
Japan
$740K