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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
JBA
2551
Johnson Bixby & Associates
Washington
$369K
OBGC
2552
O'Brien Greene & Co
Pennsylvania
$369K
KW
2553
Keyvantage Wealth
Pennsylvania
$369K -$28.9K -364 -7%
PAP
2554
Persistent Asset Partners
Hong Kong
$368K +$369K +4,647 New
AWM
2555
Avaii Wealth Management
Wisconsin
$368K +$369K +4,646 New
RWP
2556
Revolve Wealth Partners
New Jersey
$367K +$14.1K +178 +4%
SFG
2557
Sovereign Financial Group
Connecticut
$367K -$3.97K -50 -1%
CFG
2558
Cooper Financial Group
California
$367K -$136K -1,714 -27%
WP
2559
Westmount Partners
California
$367K -$1.19K -15 -0.3%
GI
2560
Gradient Investments
Minnesota
$367K +$32K +403 +10%
PCA
2561
Purkiss Capital Advisors
Connecticut
$366K +$155K +1,944 +72%
CG
2562
Clarus Group
Texas
$366K -$44.4K -559 -11%
EMAM
2563
Encompass More Asset Management
California
$365K +$366K +4,609 New
SA
2564
Sovran Advisors
California
$364K +$56.6K +712 +19%
RYIA
2565
Roehl & Yi Investment Advisors
Oregon
$364K -$121K -1,525 -25%
GHA
2566
Granite Harbor Advisors
Texas
$364K +$74.1K +932 +25%
PAM
2567
Parvin Asset Management
South Dakota
$363K -$11.8K -148 -3%
PWA
2568
Physician Wealth Advisors
Utah
$363K +$10.2K +128 +3%
UBV
2569
United Bank (Virginia)
Virginia
$362K
PVM
2570
Palogic Value Management
Texas
$362K +$25.5K +321 +8%
1WM
2571
1900 Wealth Management
Texas
$362K -$24.4K -307 -6%
SFG
2572
Seamount Financial Group
Colorado
$360K +$362K +4,550 New
RSWA
2573
Robinson Smith Wealth Advisors
Maine
$360K -$110K -1,383 -23%
BST
2574
Bath Savings Trust
Maine
$359K -$74.5K -937 -17%
BMC
2575
Benin Management Corp
Connecticut
$359K

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.