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 %
AFP
2001
Ausdal Financial Partners
Iowa
$720K +$193K +2,439 +37%
AWP
2002
Abacus Wealth Partners
California
$719K -$11.4K -144 -2%
FWA
2003
FSM Wealth Advisors
Ohio
$717K +$324K +4,003 +82%
I
2004
InvesTrust
Oklahoma
$717K
MSR
2005
Main Street Research
Connecticut
$717K -$21K -262 -3%
FBFS
2006
First Business Financial Services
Wisconsin
$716K -$21.3K -269 -3%
LAI
2007
Legal Advantage Investments
California
$716K +$399K +5,040 +126%
CFA
2008
Capstone Financial Advisors
Illinois
$715K -$30.2K -381 -4%
MMM
2009
Mendel Money Management
Illinois
$715K +$22.6K +286 +3%
DW30
2010
Drucker Wealth 3.0
New Jersey
$713K +$455K +5,434 +176%
LAM
2011
Lynch Asset Management
Pennsylvania
$712K +$15.8K +200 +2%
SLWA
2012
San Luis Wealth Advisors
California
$711K +$711K +8,983 New
BWP
2013
Barlow Wealth Partners
Kentucky
$709K
SA
2014
Strategic Advisors
New York
$708K -$348K -4,391 -33%
LRPA
2015
L. Roy Papp & Associates
Arizona
$707K +$79 +1 +0%
SAA
2016
Southeast Asset Advisors
Georgia
$706K +$40.6K +513 +6%
FCM
2017
Family Capital Management
Michigan
$705K +$405K +5,122 +136%
SCM
2018
Schnieders Capital Management
California
$704K -$329K -4,157 -32%
IA
2019
Integrity Alliance
Iowa
$703K -$1.29M -16,295 -65%
AG
2020
AmeriFlex Group
Nevada
$701K -$55.3K -702 -7%
WAG
2021
Winthrop Advisory Group
Massachusetts
$700K +$36.2K +453 +5%
CLA
2022
Carnegie Lake Advisors
New Jersey
$699K -$59.4K -750 -8%
RIS
2023
Retirement Income Solutions
Michigan
$699K
WTA
2024
Washington Trust Advisors
Massachusetts
$698K +$11.2K +141 +2%
VCM
2025
Vivaldi Capital Management
Illinois
$698K -$15.1K -191 -2%