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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
VBCG
2951
Valley Brook Capital Group
Pennsylvania
$224K -$31K -390 -12%
CFP
2952
Curran Financial Partners
South Carolina
$224K -$17.6K -222 -7%
DWP
2953
Destiny Wealth Partners
Florida
$224K -$22K -277 -9%
WTFG
2954
Wells Trecaso Financial Group
Ohio
$223K
SFS
2955
Security Financial Services
Indiana
$223K +$24.5K +308 +12%
MCA
2956
Maryland Capital Advisors
Maryland
$223K
KFG
2957
Kelly Financial Group
Connecticut
$223K +$1.59K +20 +0.7%
DBRC
2958
D.B. Root & Company
Pennsylvania
$223K +$29.6K +372 +15%
BWA
2959
BlueChip Wealth Advisors
Georgia
$223K +$1.67K +21 +0.8%
B
2960
Birchbrook
Maine
$222K +$82.6K +1,039 +59%
TCM
2961
TD Capital Management
Tennessee
$222K +$35.1K +442 +19%
BWM
2962
Birchcreek Wealth Management
Ohio
$222K -$123K -1,550 -36%
BBW
2963
Blue Barn Wealth
Utah
$222K -$1.67K -21 -0.7%
CWM
2964
Cahaba Wealth Management
Georgia
$221K -$28K -352 -11%
BSAM
2965
Blue Square Asset Management
New York
$221K
HBT
2966
Hills Bank & Trust
Iowa
$221K -$3.74K -47 -2%
DAS
2967
DMKC Advisory Services
Iowa
$221K +$215K +2,705 New
FWP
2968
Falcon Wealth Planning
California
$220K -$18.7K -235 -8%
TFP
2969
Tilia Fiduciary Partners
North Carolina
$220K +$556 +7 +0.3%
CCP
2970
Carmel Capital Partners
California
$220K -$45.3K -570 -17%
DDPIC
2971
Deroy & Devereaux Private Investment Counsel
Michigan
$220K -$523K -6,580 -70%
CWM
2972
Crowley Wealth Management
Delaware
$220K +$79 +1 +0%
AWS
2973
Arkfeld Wealth Strategies
Nebraska
$219K
BDL
2974
Banque de Luxembourg
Luxembourg
$219K
4WM
2975
49 Wealth Management
Texas
$219K -$291K -3,660 -57%

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.