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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
EHWM
2576
Eads & Heald Wealth Management
Georgia
$359K +$44.6K +561 +14%
FCFC
2577
First Citizens Financial Corp
Iowa
$359K -$7K -88 -2%
RCG
2578
Regatta Capital Group
California
$359K
DFA
2579
DHJJ Financial Advisors
Illinois
$359K -$10.5K -132 -3%
SFG
2580
Sunburst Financial Group
Alabama
$358K -$13K -164 -3%
XSC
2581
X-Square Capital
Puerto Rico
$357K +$159 +2 +0%
WP
2582
Waycross Partners
Kentucky
$356K -$1.83M -23,000 -84%
CPA
2583
Cardiff Park Advisors
California
$356K -$1.59K -20 -0.4%
PGWM
2584
Parisi Gray Wealth Management
New Jersey
$355K -$21.4K -269 -6%
APW
2585
Aventura Private Wealth
Florida
$355K +$33.5K +422 +10%
WP
2586
WealthShield Partners
North Carolina
$355K -$2.56M -32,197 -88%
CWA
2587
Crux Wealth Advisors
California
$353K -$452K -5,688 -56%
CWG
2588
Crown Wealth Group
North Carolina
$352K -$72.7K -914 -17%
FTC
2589
Farmers Trust Company
Ohio
$352K -$3.97K -50 -1%
BWFA
2590
Baltimore-Washington Financial Advisors
Maryland
$352K +$64.8K +815 +22%
ACM
2591
Arcataur Capital Management
Wisconsin
$352K
WIM
2592
Warwick Investment Management
Texas
$352K +$46.6K +586 +15%
WLIM
2593
White Lighthouse Investment Management
Massachusetts
$351K +$5.09K +64 +1%
SPWG
2594
Syntegra Private Wealth Group
Missouri
$351K -$19.5K -245 -5%
PFG
2595
PAX Financial Group
Texas
$351K +$2.62K +33 +0.8%
SCM
2596
SOL Capital Management
Maryland
$350K -$5.33K -67 -1%
SAW
2597
Signal Advisors Wealth
Michigan
$349K +$84.6K +1,064 +32%
HBWM
2598
Hollow Brook Wealth Management
New York
$349K -$1.51K -19 -0.4%
CSS
2599
Cubist Systematic Strategies
Connecticut
$348K +$350K +4,400 New
CWAF
2600
Core Wealth Advisors (Florida)
Florida
$348K -$195K -2,459 -36%

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.