MerlinMRLN
13F holders, Q4 2025 (December 31)58holders +16
25new positions
11sold out
1famous investor
$10.70avg. 13F price*
At the end of Q4 2025, 58 institutions reported holding Merlin Inc. (MRLN) in their 13F filings, up 16 from Q3 2025. 25 opened new positions and 11 sold out. The largest holders were Highbridge Capital Management LLC ($21.6M), D. E. Shaw & Co. ($13.3M) and Governors Lane LP ($10.7M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Merlin Inc.
- Filed as
- INFLECTION POINT ACQUISITION (Q4 2025)
- CUSIP
- G1169T104
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $64.2M |
| Exits | 11 | $34.9M |
All 13F filers, Q3 2025 → Q4 2025: 6,766,922 shares bought and 12,469,765 shares sold, net −5,702,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Highbridge Capital Management LLC | 1.71% | New | 2,011,897 | $21.6M |
| D. E. Shaw & Co. | 0.01% | No change | 1,237,500 | $13.3M |
| Governors Lane LP | 1.00% | Add +100.1% | 1,000,700 | $10.7M |
| Harraden Circle Investments, LLC | 2.10% | New | 955,646 | $10.2M |
| AQR Arbitrage LLC | 0.27% | Reduce -50.9% | 920,621 | $9.9M |
| Decagon Asset Management LLP | 3.72% | New | 816,410 | $8.8M |
| Linden Advisors LP | 0.61% | No change | 750,000 | $8.0M |
| Alberta Investment Management Corp | 0.05% | No change | 750,000 | $8.0M |
| Moore Capital Management, LP | 0.15% | Reduce -13.3% | 650,000 | $7.0M |
| Berkley W R Corp. | 0.39% | Reduce -37.4% | 633,772 | $6.8M |
| LMR Partners LLP | 0.08% | Reduce -40.0% | 600,000 | $6.4M |
| First Trust Capital Management L.P. | 0.37% | Reduce -72.6% | 573,278 | $6.1M |
| Radcliffe Capital Management, L.P. | 0.79% | Reduce -42.9% | 521,028 | $5.6M |
| Mercuria Capital Strategies, LLC | 3.08% | New | 535,000 | $5.4M |
| Rivernorth Capital Management, LLC | 0.25% | Reduce -0.1% | 499,513 | $5.4M |
| DLD Asset Management, LP | 1.83% | Add +82.5% | 493,926 | $5.3M |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 0.44% | Reduce -6.1% | 490,945 | $5.3M |
| Hudson Bay Capital Management LP | 0.03% | Reduce -65.2% | 432,943 | $4.6M |
| Picton Mahoney Asset Management | 0.05% | Reduce -55.7% | 420,928 | $4.5M |
| Shay Capital LLC | 0.70% | New | 404,403 | $4.3M |
| FNY Investment Advisers, LLC | 1.19% | New | 383,975 | $4.1M |
| Lineage Point Capital LP | 1.54% | — | 376,205 | $4.0M |
| ExodusPoint Capital Management, LP | 0.04% | New | 300,000 | $3.2M |
| Magnetar Financial LLC | 0.03% | Reduce -5.3% | 283,974 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.1% | 270,565 | $2.9M |
| Meteora Capital, LLC | 0.20% | Reduce -87.4% | 215,606 | $2.3M |
| Gritstone Asset Management LLC | 2.07% | No change | 196,794 | $2.1M |
| Toronto Dominion Bank | 0.00% | Reduce -51.3% | 156,553 | $1.7M |
| Periscope Capital Inc. | 0.33% | Reduce -40.0% | 150,000 | $1.6M |
| Shaolin Capital Management LLC | 0.21% | Reduce -48.7% | 150,000 | $1.6M |
| BCK Capital Management LP | 8.61% | Add +19.7% | 144,322 | $1.5M |
| Raymond James Financial Inc. | 0.00% | New | 134,458 | $1.4M |
| Wexford Capital LP | 0.28% | New | 100,000 | $1.1M |
| Cannon Global Investment Management, LLC | 2.53% | New | 88,500 | $949K |
| T3 Companies, LLC | 1.14% | — | 82,100 | $880K |
| Westchester Capital Management, LLC | 0.04% | Reduce -94.1% | 74,595 | $800K |
| SkyView Investment Advisors, LLC | 0.07% | New | 51,797 | $555K |
| Private Advisor Group, LLC | 0.00% | New | 50,291 | $539K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -28.1% | 43,700 | $468K |
| Clear Street Group Inc. | 0.00% | Reduce -5.6% | 42,499 | $456K |
| Diametric Capital, LP | 0.12% | New | 41,039 | $440K |
| Qube Research & Technologies Ltd | 0.00% | New | 27,657 | $296K |
| Geode Capital Management, LLC | 0.00% | New | 25,981 | $279K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.1% | 24,864 | $267K |
| Sage Advisors, LLC | 0.16% | New | 23,135 | $248K |
| Bulldog Investors, LLP | 0.04% | Reduce -69.0% | 17,684 | $190K |
| Robinson Capital Management, LLC | 0.07% | No change | 15,250 | $163K |
| PFG Investments, LLC | 0.01% | New | 15,000 | $161K |
| Readystate Asset Management LP | 0.01% | Reduce -85.1% | 13,133 | $141K |
| Jane Street Group, LLC | 0.00% | New | 13,122 | $141K |
| UBS Group AG | 0.00% | New | 12,243 | $131K |
| Griffin Asset Management, Inc. | 0.01% | New | 11,030 | $118K |
| Prelude Capital Management, LLC | 0.01% | New | 10,211 | $109K |
| Osaic Holdings, Inc. | 0.00% | New | 5,392 | $58K |
| Allworth Financial LP | 0.00% | New | 1,090 | $12K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 747 | $8K |
| Morgan Stanley | 0.00% | Add +23.3% | 90 | $965 |
| ORG Partners LLC | 0.00% | New | 80 | $857 |
"% of holder's portfolio" is MRLN's weight in each manager's 13F, not the share of Merlin Inc. the manager owns.