We are live on ! Find out more

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
WW
2626
Westshore Wealth
California
$338K -$1.91K -24 -0.6%
BDF
2627
Black Diamond Financial
Maryland
$338K -$50.2K -632 -13%
OFW
2628
Omnia Family Wealth
Florida
$336K +$18.1K +228 +6%
PWM
2629
Palumbo Wealth Management
New York
$336K +$21.8K +274 +7%
MAG
2630
Mayfair Advisory Group
Alabama
$336K -$1.67K -21 -0.5%
V
2631
ViaWealth
Kansas
$335K -$101K -1,272 -23%
AGWCA
2632
Annis Gardner Whiting Capital Advisors
Florida
$335K -$1.75K -22 -0.5%
PEA
2633
Park Edge Advisors
Ohio
$335K
HWM
2634
Howard Wealth Management
Connecticut
$335K -$15.1K -190 -4%
FM
2635
Family Management
New York
$335K -$2.81M -35,362 -89%
BPW
2636
Bingham Private Wealth
California
$335K -$36.4K -458 -10%
CCIA
2637
Cherry Creek Investment Advisors
Colorado
$334K -$22.5K -283 -6%
OFG
2638
Oxford Financial Group
Indiana
$334K -$25.8K -325 -7%
SMA
2639
Seven Mile Advisory
New Jersey
$330K -$91.8K -1,155 -22%
WCG
2640
Weaver Consulting Group
California
$330K -$2.62K -33 -0.8%
BW
2641
BIP Wealth
Georgia
$330K -$85.6K -1,077 -21%
MWA
2642
Medallion Wealth Advisors
Connecticut
$329K +$79 +1 +0%
PIA
2643
Perennial Investment Advisors
California
$329K -$18.2K -229 -5%
PIA
2644
Powell Investment Advisors
Florida
$329K
MCA
2645
Millennium Capital Advisors
Arkansas
$329K -$40.7K -512 -11%
DWM
2646
Drive Wealth Management
Utah
$328K +$5.33K +67 +2%
PAS
2647
PKS Advisory Services
New York
$328K -$190K -2,387 -37%
PA
2648
Perennial Advisors
New York
$326K
RC
2649
Randolph Company
Ohio
$326K -$16M -201,104 -98%
RC
2650
Rovin Capital
Arizona
$326K +$58.2K +732 +22%

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.