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 %
NED
2176
Nancy E. Dempze
$571K -$118K -1,490 -17%
KCFA
2177
Key Client Fiduciary Advisors
New Jersey
$570K -$60.7K -767 -10%
IWP
2178
Invenio Wealth Partners
Florida
$570K +$221K +2,789 +63%
RBWA
2179
RFG - Bristol Wealth Advisors
Massachusetts
$569K -$169K -2,141 -23%
PB
2180
Pinnacle Bancorp
Nebraska
$568K -$1.66K -21 -0.3%
DTC
2181
Davidson Trust Company
Washington
$568K -$54K -682 -9%
CM
2182
Cercano Management
Washington
$566K -$45.4K -574 -7%
MEAC
2183
M.E. Allison & Co
Texas
$565K +$54.9K +694 +11%
WC
2184
Waterloo Capital
Texas
$565K +$323K +4,080 +133%
EBA
2185
Eagle Bay Advisors
New York
$564K +$13.6K +170 +2%
HFS
2186
Howard Financial Services
Texas
$563K +$44.3K +560 +9%
DAC
2187
Dividend Assets Capital
South Carolina
$562K +$1.74K +22 +0.3%
KRW
2188
Kaufman Rossin Wealth
Florida
$561K +$270K +3,410 +93%
F8IS
2189
Figure 8 Investment Strategies
Idaho
$560K -$321K -4,056 -36%
CTC
2190
Cetera Trust Company
Minnesota
$558K -$6.33K -80 -1%
IAS
2191
Investment Advisory Services
Texas
$558K +$1.82K +23 +0.3%
ACM
2192
ADAR1 Capital Management
Texas
$557K +$557K +7,040 New
SCM
2193
Sunbeam Capital Management
Georgia
$557K +$60.9K +762 +12%
CWP
2194
Core Wealth Partners
California
$556K -$9.03K -114 -2%
AWM
2195
Aprio Wealth Management
Georgia
$556K +$22.8K +288 +4%
SFO
2196
Stokes Family Office
Louisiana
$556K +$44.3K +560 +9%
OPA
2197
Old Port Advisors
Maine
$556K -$3.64K -46 -0.7%
MCM
2198
Morton Capital Management
California
$554K -$33.5K -423 -6%
HP
2199
Holistic Planning
Texas
$553K +$27.6K +349 +5%
TWM
2200
TCFG Wealth Management
California
$552K -$124K -1,570 -18%