The Merger Fund Class I

Name: The Merger Fund Class I — Institutional Ownership
Creator: FBInvestor

CUSIP 589509207Mutual FundMERIXQ4 2025

The Merger Fund Class I — Institutional Ownership (13F) · FBInvestor

Institutional Holders

13F filers

Shares Held

492

Aggregate institutional

Institutional Value

$8.4K

Q4 2025

Net New Holders

-1

0 new · 1 closed

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Q4 2025

New positions0

Increased0

Decreased0

Sold out1

1 funds hold this security · Q4 2025

#	Fund	Shares	Value	Δ Shares	Activity
1	Garton & Associates Financial Advisors LLC	492	$8.4K	+492	New Position