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
MSRI
2701
Michael S. Ryan Inc
New York
$307K +$4.85K +61 +2%
DC
2702
Diametric Capital
Massachusetts
$307K +$308K +3,872 New
QFA
2703
Quantum Financial Advisors
California
$306K -$75.1K -945 -20%
PWM
2704
Partners Wealth Management
California
$305K
LSA
2705
Lansing Street Advisors
Pennsylvania
$305K +$8.98K +113 +3%
CAWM
2706
Capital Advisors Wealth Management
Washington
$304K +$26.9K +338 +10%
HWMG
2707
Hurlow Wealth Management Group
Indiana
$303K -$95.9K -1,206 -24%
TF
2708
Tudor Financial
Ohio
$303K -$52.2K -657 -15%
CFGA
2709
Cambridge Financial Group (Arizona)
Arizona
$302K -$50.9K -640 -14%
TA
2710
TFB Advisors
Kansas
$302K -$19.2K -242 -6%
JF
2711
JSF Financial
California
$301K -$17.4K -219 -5%
FZCM
2712
Flynn Zito Capital Management
New York
$301K +$43.5K +547 +17%
AA
2713
Alesco Advisors
New York
$301K -$27.7K -349 -8%
OR
2714
Olympiad Research
Connecticut
$301K +$302K +3,798 New
BFG
2715
Birch Financial Group
New Hampshire
$300K +$37.8K +476 +14%
BFS
2716
Beacon Financial Strategies
North Carolina
$300K +$159 +2 +0.1%
MAM
2717
Milestone Asset Management
Pennsylvania
$300K +$301K +3,784 New
WSA
2718
Warm Springs Advisors
California
$300K
FMP
2719
Financial Management Professionals
Texas
$299K +$24.4K +307 +9%
IA
2720
Intellus Advisors
Florida
$299K +$15.3K +192 +5%
JTWM
2721
Jackson Thornton Wealth Management
Alabama
$299K +$54.7K +688 +23%
TWP
2722
Triad Wealth Partners
Kansas
$299K -$12.8K -161 -4%
SFM
2723
Signet Financial Management
New Jersey
$298K +$105K +1,323 +54%
MWC
2724
MBM Wealth Consultants
Missouri
$298K -$29.1K -366 -9%
WFA
2725
WMG Financial Advisors
Tennessee
$298K +$5.25K +66 +2%

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.