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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
VAF
2876
Values Added Financial
District of Columbia
$248K +$249K +3,134 New
OLVIG
2877
Oliver Lagore Vanvalin Investment Group
Michigan
$247K +$219K +2,755 New
RW
2878
Regimen Wealth
Georgia
$247K +$1.99K +25 +0.8%
HWM
2879
Hemington Wealth Management
Virginia
$246K -$59.2K -745 -19%
KIA
2880
Knollwood Investment Advisory
Maryland
$245K
AF
2881
Apollon Financial
South Carolina
$245K +$2.31K +29 +0.9%
GL
2882
Gerber LLC
Ohio
$245K
OFO
2883
OneAscent Family Office
Alabama
$245K +$24.7K +311 +11%
CA
2884
Carson Advisory
Georgia
$245K -$48.2K -606 -16%
CWM
2885
Centurion Wealth Management
Virginia
$245K -$23.2K -292 -9%
TWM
2886
TriaGen Wealth Management
California
$245K +$14.2K +179 +6%
PFP
2887
Paragon Financial Partners
California
$244K +$79 +1 +0%
KCM
2888
KRS Capital Management
Michigan
$244K -$20.1K -253 -8%
CIG
2889
Cascade Investment Group
Colorado
$243K +$244K +3,074 New
NWM
2890
Northwest Wealth Management
Iowa
$243K +$37.4K +470 +18%
WKSWA
2891
White Knight Strategic Wealth Advisors
New Jersey
$242K +$243K +3,059 New
VAG
2892
VisionPoint Advisory Group
Texas
$242K +$243K +3,055 New
MIA
2893
MeadowBrook Investment Advisors
Michigan
$242K
ARC
2894
Advisor Resource Council
Texas
$242K -$544K -6,840 -69%
PFM
2895
Patton Fund Management
Texas
$242K +$243K +3,051 New
MFC
2896
Morris Financial Concepts
South Carolina
$241K -$92.6K -1,165 -28%
BCM
2897
Buckhead Capital Management
Georgia
$241K
PAG
2898
Powers Advisory Group
Illinois
$241K +$10.7K +135 +5%
SGI
2899
Swan Global Investments
Colorado
$241K +$39.3K +494 +19%
BA
2900
Ballew Advisors
Mississippi
$241K

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.