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3,328 hedge funds and large institutions have $158B invested in Merck in 2025 Q2 according to their latest regulatory filings, with 179 funds opening new positions, 1,298 increasing their positions, 1,536 reducing their positions, and 252 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.44B

0.28% less ownership

Funds ownership: 78.7%78.42% (-0.28%)

3% less funds holding

Funds holding: 3,4483,328 (-120)

13% less capital invested

Capital invested by funds: $181B → $158B (-$22.6B)

15% less repeat investments, than reductions

Existing positions increased: 1,298 | Existing positions reduced: 1,536

29% less first-time investments, than exits

New positions opened: 179 | Existing positions closed: 252

35% less funds holding in top 10

Funds holding in top 10: 6542 (-23)

Holders
3,328
Holders Change
-120
Holders Change %
-3.48%
% of All Funds
43.81%
Holding in Top 10
42
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-35.38%
% of All Funds
0.55%
New
179
Increased
1,298
Reduced
1,536
Closed
252
Calls
$2.52B
Puts
$2.44B
Net Calls
+$82.4M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
2526
Balboa Wealth Partners
Arizona
$378K +$30K +378 +9%
APW
2527
Acima Private Wealth
Virginia
$377K
OIA
2528
Optimum Investment Advisors
Illinois
$376K -$3.97K -50 -1%
DFG
2529
Dupree Financial Group
Kentucky
$376K -$1.67K -21 -0.4%
CFA
2530
Cahill Financial Advisors
Minnesota
$376K +$47.4K +596 +14%
SAM
2531
Sawgrass Asset Management
Florida
$375K -$19.6K -247 -5%
WCM
2532
Wedge Capital Management
North Carolina
$375K +$21.6K +272 +6%
CPWM
2533
Cypress Point Wealth Management
Texas
$375K +$377K +4,738 New
CSPIA
2534
Cary Street Partners Investment Advisory
Virginia
$375K -$77.4K -974 -17%
CAL
2535
Capital Advisors Ltd
Ohio
$375K +$5.25K +66 +1%
BLAM
2536
Bourne Lent Asset Management
New York
$375K
HI
2537
Human Investing
Oregon
$374K -$9.14K -115 -2%
BAM
2538
Boyar Asset Management
New York
$374K -$5.01K -63 -1%
EW
2539
Element Wealth
Mississippi
$374K +$56.8K +714 +18%
LGG
2540
Luts & Greenleigh Group
Maryland
$373K +$13.6K +171 +4%
MHC
2541
May Hill Capital
Massachusetts
$372K -$28.1K -353 -7%
3F
2542
360 Financial
Minnesota
$372K +$3.02K +38 +0.8%
WTG
2543
West Tower Group
Virginia
$372K +$15.9K +200 +4%
AC
2544
Annandale Capital
Texas
$372K
GWAG
2545
Garrett Wealth Advisory Group
Texas
$371K
KOC
2546
Koss-Olinger Consulting
Florida
$371K +$397 +5 +0.1%
OCM
2547
Osterweis Capital Management
California
$371K +$36.8K +463 +11%
LK
2548
Lumbard & Kellner
New Hampshire
$370K
CSA
2549
Cottage Street Advisors
Massachusetts
$370K
BF
2550
Brucke Financial
Indiana
$370K +$93.3K +1,174 +34%

MRK Hedge Fund Activity: Q2 2025 in Review

3,328 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2025, worth a combined $158B — down 13% from $181B a quarter earlier.

Sellers outnumbered buyers: 252 funds closed out of MRK and 179 opened new positions — a net loss of 73 holders — while 1,536 trimmed existing stakes and 1,298 added.

The largest buyer was Franklin Resources, adding an estimated $408M. The largest seller was Raymond James Financial, cutting an estimated $636M.

  • 3,328 institutional investors held Merck (MRK) as of Q2 2025, down from 3,448 in Q1 2025.
  • Funds reported $158B of Merck stock for Q2 2025, down 13% quarter-over-quarter.
  • 179 funds opened new Merck positions in Q2 2025 and 252 closed out, a net change of -73 holders.
  • The largest Merck buyer in Q2 2025 was Franklin Resources, an estimated $408M added.
  • The largest Merck seller in Q2 2025 was Raymond James Financial, an estimated $636M sold.

Based on aggregated 13F filings for Q2 2025.