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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
FAG
2826
Fortitude Advisory Group
Washington
$266K -$45.6K -574 -15%
OCPWS
2827
One Charles Private Wealth Services
Massachusetts
$265K -$10.1K -127 -4%
NQWM
2828
Northwest Quadrant Wealth Management
Oregon
$265K -$44.1K -555 -14%
AWM
2829
AllSquare Wealth Management
New York
$265K
GWA
2830
Genesis Wealth Advisors
Massachusetts
$265K -$27.7K -348 -9%
VCM
2831
Versant Capital Management
Arizona
$264K -$416K -5,228 -61%
BCM
2832
Boreal Capital Management
Florida
$264K +$262K +3,299 New
AFWM
2833
AMJ Financial Wealth Management
Virginia
$263K -$230K -2,888 -46%
Pzena Investment Management
2834
Pzena Investment Management
New York
$263K +$264K +3,324 New
ATIA
2835
American Trust Investment Advisors
New Hampshire
$263K -$648K -8,150 -71%
GWSG
2836
GPS Wealth Strategies Group
Colorado
$263K +$1.83K +23 +0.7%
RLH
2837
RD Lewis Holdings
Florida
$262K
HP
2838
Haven Private
Florida
$262K +$84.5K +1,063 +47%
IW
2839
Instrumental Wealth
Florida
$261K +$11.2K +141 +5%
HP
2840
Highlander Partners
Texas
$261K
NFW
2841
Noble Family Wealth
Florida
$261K
GC
2842
Gibson Capital
Pennsylvania
$260K -$15.3K -192 -6%
SNBOSCI
2843
Security National Bank of Sioux City Iowa
Iowa
$260K +$31.8K +400 +14%
FA
2844
Fiducient Advisors
Illinois
$260K -$152K -1,907 -37%
TFA
2845
Transamerica Financial Advisors
Florida
$259K +$131K +1,646 +101%
SWM
2846
Salvus Wealth Management
New Jersey
$259K +$9.46K +119 +4%
VCM
2847
Virtue Capital Management
Tennessee
$258K -$139K -1,745 -35%
SL
2848
Summitry LLC
California
$258K -$18.3K -230 -7%
FG
2849
Foster Group
Iowa
$258K +$1.51K +19 +0.6%
BCG
2850
Bravias Capital Group
New Jersey
$258K +$8.66K +109 +3%

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.