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 %
KMWM
1801
Keudell/Morrison Wealth Management
Oregon
$945K -$64.6K -816 -6%
GCP
1802
GSA Capital Partners
United Kingdom
$945K -$1.2M -15,143 -56%
FDS
1803
First Dallas Securities
Texas
$944K -$692K -8,737 -42%
NIA
1804
NIA Impact Advisors
California
$944K -$128K -1,616 -12%
WDC
1805
Woodward Diversified Capital
California
$943K +$400K +5,059 +74%
SC
1806
Sapient Capital
Indiana
$942K -$25.4M -318,010 -96%
I
1807
InceptionR
California
$942K +$942K +11,900 New
AEPWM
1808
Atlantic Edge Private Wealth Management
Florida
$942K -$76.8K -970 -8%
DFA
1809
Delta Financial Advisors
Louisiana
$941K +$286K +3,611 +44%
EFG
1810
Everhart Financial Group
Ohio
$939K -$154K -1,945 -14%
MMHP
1811
Murphy Middleton Hinkle & Parker
Georgia
$938K
GFA
1812
Gallagher Fiduciary Advisors
Illinois
$938K +$89.4K +1,129 +11%
EAM
1813
Empirical Asset Management
Massachusetts
$934K +$147K +1,857 +19%
BAAM
1814
Baker Avenue Asset Management
California
$933K -$164K -2,071 -15%
MCWA
1815
Meadow Creek Wealth Advisors
Georgia
$931K -$116K -1,461 -11%
JWM
1816
JGP Wealth Management
Oregon
$928K +$19.2K +243 +2%
KC
1817
Knuff & Co
California
$925K -$33K -417 -3%
EFA
1818
Evernest Financial Advisors
Indiana
$925K +$47.3K +598 +5%
KA
1819
Kovack Advisors
Florida
$924K -$111K -1,408 -11%
CFFP
1820
Center for Financial Planning
Michigan
$924K -$299K -3,779 -24%
AAI
1821
American Assets Inc
California
$922K
SA
1822
Sylvest Advisors
Texas
$919K +$553K +6,981 +151%
NDBT
1823
North Dallas Bank & Trust
Texas
$919K +$919K +11,609 New
AC
1824
Apella Capital
Connecticut
$918K +$39.8K +492 +5%
RCA
1825
Resonant Capital Advisors
Wisconsin
$916K +$112K +1,396 +14%