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 %
PIM
1851
Pullen Investment Management
Florida
$873K -$54.5K -689 -6%
DC
1852
DeDora Capital
California
$873K -$10.3K -130 -1%
WF
1853
WinCap Financial
Massachusetts
$873K -$3.17K -40 -0.4%
FIB
1854
First Interstate Bank
Montana
$869K -$98.2K -1,240 -10%
CIA
1855
Cladis Investment Advisory
Montana
$868K +$28.6K +361 +3%
GWA
1856
Gratus Wealth Advisors
Virginia
$868K -$475 -6 -0.1%
TFIPS
1857
Towarzystwo Funduszy Inwestycyjnych PZU SA
$867K +$17.7K +223 +2%
CF
1858
Convergence Financial
Missouri
$866K +$69.1K +873 +9%
RFP
1859
Root Financial Partners
California
$866K +$88.4K +1,117 +11%
MIM
1860
Morningstar Investment Management
Illinois
$865K +$865K +10,924 New
AWM
1861
Arista Wealth Management
Nevada
$861K +$861K +10,882 New
AIM
1862
Alhambra Investment Management
Florida
$861K +$20K +253 +2%
LC
1863
Lavaca Capital
Texas
$858K
OCM
1864
Orion Capital Management
California
$857K -$12.6K -159 -1%
TSWM
1865
Triangle Securities Wealth Management
North Carolina
$856K -$279K -3,522 -25%
WE
1866
Wealth Effects
Massachusetts
$856K +$1.98K +25 +0.2%
CFCI
1867
Comprehensive Financial Consultants Institutional
Indiana
$853K -$2.8M -35,343 -77%
CD
1868
Chapin Davis
Maryland
$852K -$38.1K -481 -4%
AA
1869
Apriem Advisors
California
$847K +$2.85K +36 +0.3%
PP
1870
Patron Partners
Texas
$846K +$34K +429 +4%
PWM
1871
Paulson Wealth Management
Illinois
$846K +$453K +5,725 +115%
GPA
1872
Guerra Pan Advisors
New Jersey
$846K -$36.7K -463 -4%
CGF
1873
Constant Guidance Financial
Massachusetts
$845K +$845K +10,680 New
MFC
1874
Mechanics Financial Corp
Ohio
$845K -$12.7K -160 -1%
CPIA
1875
Cornell Pochily Investment Advisors
New York
$845K +$55.3K +698 +7%