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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
SSW
2901
Smith Shellnut Wilson
Mississippi
$241K
PMFA
2902
Plante Moran Financial Advisors
Michigan
$240K +$72.9K +917 +43%
SFP
2903
Sterling Financial Planning
New Jersey
$239K -$4.29K -54 -2%
PCH
2904
PGIM Custom Harvest
New Jersey
$238K -$69.6K -876 -23%
CCAL
2905
City Center Advisors LLC
Michigan
$238K +$239K +3,004 New
KW
2906
KWB Wealth
California
$238K +$1.19K +15 +0.6%
GCIA
2907
Gabelli & Co Investment Advisers
New York
$237K
SPWM
2908
Schrum Private Wealth Management
Florida
$237K +$159 +2 +0.1%
BAM
2909
Byrne Asset Management
New Jersey
$237K -$7.55K -95 -3%
NC
2910
North Capital
Utah
$237K -$9.3K -117 -4%
PSC
2911
Prentiss Smith & Co
Vermont
$237K -$7.95K -100 -3%
NWA
2912
New World Advisors
Massachusetts
$236K +$237K +2,982 New
PWP
2913
Phillips Wealth Planners
Mississippi
$235K -$17.2K -216 -7%
FFA
2914
Florida Financial Advisors
Florida
$235K -$57K -717 -19%
BIA
2915
Bell Investment Advisors
California
$234K +$20.3K +255 +9%
CPG
2916
Cornerstone Planning Group
New Jersey
$234K -$1.59K -20 -0.7%
IPW
2917
Intergy Private Wealth
Colorado
$233K +$10.6K +133 +5%
TM
2918
TigerOak Management
New Mexico
$233K +$12.4K +156 +6%
AWA
2919
AGH Wealth Advisors
Kansas
$233K +$1.27K +16 +0.5%
GFWA
2920
Grey Fox Wealth Advisors
Delaware
$232K -$58.4K -735 -20%
CWA
2921
Canvas Wealth Advisors
Kansas
$232K +$220K +2,762 New
MHWM
2922
Montz Harcus Wealth Management
Louisiana
$231K -$6.84K -86 -3%
SPWG
2923
Sage Private Wealth Group
Illinois
$231K -$239K -3,013 -51%
AWM
2924
Abound Wealth Management
Tennessee
$231K +$40.5K +510 +21%
TFG
2925
Tilson Financial Group
New Jersey
$231K -$163K -2,047 -41%

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.