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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
MAA
2926
Matrix Asset Advisors
New York
$231K -$2.46K -31 -1%
RC
2927
Reik & Co
New York
$231K
ANB
2928
Amarillo National Bank
Texas
$231K +$7.95K +100 +4%
SWA
2929
Strata Wealth Advisors
Texas
$231K +$231K +2,912 New
SHGA
2930
Sand Hill Global Advisors
California
$230K -$139K -1,752 -38%
WAM
2931
Walker Asset Management
Missouri
$230K +$9.54K +120 +4%
KWM
2932
Kaydan Wealth Management
Michigan
$230K
FA
2933
Fountainhead AM
New Jersey
$229K -$14.2K -179 -6%
CC
2934
Commons Capital
Massachusetts
$229K +$230K +2,892 New
BBA
2935
Braun-Bostich & Associates
Pennsylvania
$229K +$397 +5 +0.2%
IWM
2936
Integris Wealth Management
California
$229K +$37K +465 +19%
KWA
2937
Kellett Wealth Advisors
Ohio
$227K +$30.3K +381 +15%
BWMG
2938
Barnes Wealth Management Group
California
$227K +$22.7K +286 +11%
GAM
2939
Grandview Asset Management
Pennsylvania
$227K +$238 +3 +0.1%
NFSG
2940
Newbridge Financial Services Group
Florida
$227K +$10.8K +136 +5%
MGWA
2941
Monument Group Wealth Advisors
Massachusetts
$226K +$19.9K +250 +10%
NEWAS
2942
N.E.W. Advisory Services
Wisconsin
$226K -$186K -2,344 -45%
GP
2943
Guardian Partners
Canada
$226K
FWA
2944
Flagship Wealth Advisors
Massachusetts
$226K
FUBT
2945
First United Bank & Trust
Maryland
$226K -$58.8K -740 -21%
CCAM
2946
Cascades Capital Asset Management
North Carolina
$225K +$397 +5 +0.2%
PFG
2947
Prospect Financial Group
Virginia
$225K -$11.3K -142 -5%
PIA
2948
Panoramic Investment Advisors
Colorado
$225K -$874 -11 -0.4%
FCM
2949
Firestone Capital Management
Florida
$225K +$1.75K +22 +0.8%
EM
2950
ELCO Management
New York
$225K +$33.6K +423 +18%

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.