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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
SWM
2976
Shakespeare Wealth Management
Wisconsin
$219K -$216K -2,715 -50%
KLI
2977
Kelman-Lazarov Inc
Tennessee
$219K +$220K +2,767 New
FCFC
2978
First Commonwealth Financial Corp
Pennsylvania
$219K -$45.4K -571 -17%
TWM
2979
Triton Wealth Management
Arizona
$219K +$207K +2,602 New
OPPS
2980
Obsidian Personal Planning Solutions
Maryland
$219K
BPWM
2981
BCS Private Wealth Management
New Jersey
$218K +$217K +2,728 New
AGA
2982
Accuvest Global Advisors
Utah
$218K +$219K +2,753 New
CAM
2983
Clark Asset Management
New Hampshire
$218K +$219K +2,751 New
WIM
2984
Westside Investment Management
California
$218K -$6.36K -80 -3%
WRPWM
2985
Werba Rubin Papier Wealth Management
California
$218K +$218K +2,748 New
CWMGP
2986
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$217K +$218K +2,746 New
VRM
2987
Vectors Research Management
New York
$217K -$930K -11,694 -81%
TWM
2988
Tradition Wealth Management
Minnesota
$217K -$39.7K -500 -15%
FCIM
2989
Fairview Capital Investment Management
California
$217K -$33.6K -423 -13%
FOA
2990
Five Oceans Advisors
California
$217K -$26K -327 -11%
FFL
2991
Financial Freedom LLC
Ohio
$216K +$954 +12 +0.4%
DOA
2992
D'Orazio & Associates
Virginia
$216K -$176K -2,216 -45%
WIC
2993
Whitegate Investment Counselors
New Hampshire
$216K +$1.67K +21 +0.8%
BDFN
2994
Bond & Devick Financial Network
Minnesota
$216K +$217K +2,727 New
JWM
2995
JPL Wealth Management
Colorado
$215K -$37.3K -469 -15%
TWM
2996
Tripletail Wealth Management
Florida
$215K +$213K +2,685 New
MGWM
2997
Marks Group Wealth Management
Minnesota
$215K -$48.2K -606 -18%
AFO
2998
Arrowroot Family Office
California
$215K +$216K +2,712 New
QPW
2999
Quantum Private Wealth
Florida
$214K +$215K +2,700 New
MP
3000
Moment Partners
California
$214K

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.