Merger Fund-IMERIX
13F holders, Q4 2025 (December 31)1holders
0new positions
1sold out
$16.99avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Merger Fund-I (MERIX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holder was Garton & Associates Financial Advisors LLC ($8K).
- Company
- Merger Fund-I
- Filed as
- THE MERGER FUND I (Q4 2025)
- CUSIP
- 589509207
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $73K |
All 13F filers, Q3 2025 → Q4 2025: 4,017 shares sold, net −4,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Garton & Associates Financial Advisors LLC | 0.00% | — | 492 | $8K |
"% of holder's portfolio" is MERIX's weight in each manager's 13F, not the share of Merger Fund-I the manager owns.