3,269 hedge funds and large institutions have $155B invested in Merck in 2025 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,268 increasing their positions, 1,513 reducing their positions, and 251 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,269
Holders Change
-131
Holders Change %
-3.85%
% of All Funds
43.81%
Holding in Top 10
42
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-34.38%
% of All Funds
0.56%
New
181
Increased
1,268
Reduced
1,513
Closed
251
Calls
$2.52B
Puts
$2.44B
Net Calls
+$82.4M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
2851
Plante Moran Financial Advisors
Michigan
$240K +$72.6K +917 +43%
SFP
2852
Sterling Financial Planning
New Jersey
$239K -$4.28K -54 -2%
PCH
2853
PGIM Custom Harvest
New Jersey
$238K -$69.3K -876 -23%
CCAL
2854
City Center Advisors LLC
Michigan
$238K +$238K +3,004 New
KW
2855
KWB Wealth
California
$238K +$1.35K +15 +0.6%
GCIA
2856
Gabelli & Co Investment Advisers
New York
$237K
SPWM
2857
Schrum Private Wealth Management
Florida
$237K +$158 +2 +0.1%
BAM
2858
Byrne Asset Management
New Jersey
$237K -$7.52K -95 -3%
NC
2859
North Capital
Utah
$237K -$9.26K -117 -4%
PSC
2860
Prentiss Smith & Co
Vermont
$237K -$7.92K -100 -3%
NWA
2861
New World Advisors
Massachusetts
$236K +$236K +2,982 New
PWP
2862
Phillips Wealth Planners
Mississippi
$235K -$17.6K -216 -7%
FFA
2863
Florida Financial Advisors
Florida
$235K -$56.8K -717 -19%
BIA
2864
Bell Investment Advisors
California
$234K +$20.2K +255 +9%
CPG
2865
Cornerstone Planning Group
New Jersey
$234K -$1.62K -20 -0.7%
IPW
2866
Intergy Private Wealth
Colorado
$233K +$10.5K +133 +5%
TM
2867
TigerOak Management
New Mexico
$233K +$12.3K +156 +6%
AWA
2868
AGH Wealth Advisors
Kansas
$233K +$1.27K +16 +0.5%
GFWA
2869
Grey Fox Wealth Advisors
Delaware
$232K -$58.8K -735 -20%
CWA
2870
Canvas Wealth Advisors
Kansas
$232K +$232K +2,762 New
MHWM
2871
Montz Harcus Wealth Management
Louisiana
$231K -$6.81K -86 -3%
SPWG
2872
Sage Private Wealth Group
Illinois
$231K -$239K -3,013 -51%
AWM
2873
Abound Wealth Management
Tennessee
$231K +$40.4K +510 +21%
TFG
2874
Tilson Financial Group
New Jersey
$231K -$162K -2,047 -41%
MAA
2875
Matrix Asset Advisors
New York
$231K -$2.45K -31 -1%