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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
MTIC
2651
Missouri Trust & Investment Company
Missouri
$326K +$6.52K +82 +2%
PCM
2652
Perritt Capital Management
Illinois
$325K -$3.66K -46 -1%
TPW
2653
Talon Private Wealth
Florida
$325K +$82.7K +1,040 +34%
WIA
2654
Wetzel Investment Advisors
Indiana
$325K -$50.4K -634 -14%
PCM
2655
Payne Capital Management
New York
$325K +$125K +1,576 +62%
VV
2656
Verity & Verity
South Carolina
$324K +$29.9K +376 +10%
JCM
2657
Jacobsen Capital Management
Utah
$323K +$76K +956 +31%
TFO
2658
Tarbox Family Office
California
$323K
GFG
2659
Greenberg Financial Group
Arizona
$323K +$159 +2 +0.1%
VFA
2660
Voya Financial Advisors
Connecticut
$323K -$186K -2,346 -36%
FSG
2661
Financial Strategies Group
Michigan
$323K -$3.34K -42 -1%
APC
2662
Aspire Private Capital
North Carolina
$322K -$66.5K -837 -17%
GS
2663
Gagnon Securities
New York
$320K
EW
2664
Elyxium Wealth
California
$320K -$14.6K -184 -4%
CICI
2665
Capital Investment Counsel Inc
North Carolina
$318K -$7.95K -100 -2%
APM
2666
Advanced Portfolio Management
New York
$318K
HWA
2667
HCR Wealth Advisors
California
$317K -$163K -2,050 -34%
SR
2668
Syntax Research
Florida
$317K -$2.39M -30,028 -88%
RFN
2669
Redwood Financial Network
Ohio
$317K -$43.8K -551 -12%
FC
2670
Financial Council
Maryland
$316K
PW
2671
PUREfi Wealth
Massachusetts
$316K -$59K -742 -16%
SWG
2672
Summit Wealth Group
Vermont
$315K +$16.2K +204 +5%
SMWM
2673
Silvia McColl Wealth Management
California
$315K -$19.9K -250 -6%
LIA
2674
Lynx Investment Advisory
District of Columbia
$314K +$44.8K +563 +17%
PIP
2675
Peachtree Investment Partners
Florida
$314K

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.