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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
PSFG
3051
Park Square Financial Group
Georgia
$193K -$9.94K -125 -5%
Cohen & Steers
3052
Cohen & Steers
New York
$190K
API
3053
Asset Planning Inc
California
$189K -$16.3K -205 -8%
SIS
3054
Strategic Investment Solutions
Illinois
$189K +$16.5K +207 +10%
RF
3055
Rossby Financial
Florida
$187K -$9.54K -120 -5%
BCM
3056
Blume Capital Management
California
$184K +$2.38K +30 +1%
AWM
3057
Accredited Wealth Management
Kentucky
$184K -$1.43K -18 -0.8%
MCAI
3058
Members Capital Advisors Inc
Wisconsin
$181K
SA
3059
SRH Advisors
Kansas
$179K
NECFA
3060
New England Capital Financial Advisors
Connecticut
$177K +$1.11K +14 +0.6%
RTC
3061
Riverview Trust Company
Washington
$176K -$670K -8,431 -79%
GC
3062
Garde Capital
Washington
$175K -$294K -3,695 -63%
FWP
3063
Fiduciary Wealth Partners
Massachusetts
$174K +$133K +1,670 +313%
QWM
3064
Quaker Wealth Management
New Jersey
$174K +$175K +2,198 New
KA
3065
Kozak & Associates
Colorado
$170K -$22.6K -284 -12%
OBWP
3066
O'Brien Wealth Partners
Massachusetts
$169K -$17.5K -220 -9%
OP
3067
ORG Partners
Indiana
$164K -$36.9K -464 -19%
SNB
3068
Security National Bank
Nebraska
$163K -$2.14M -26,965 -93%
CWP
3069
Concord Wealth Partners
Virginia
$163K +$41.9K +527 +34%
RPA
3070
Redwood Park Advisors
California
$162K -$42.4K -534 -21%
WTFG
3071
Wood Tarver Financial Group
Idaho
$162K -$715 -9 -0.4%
NSG
3072
Nalls Sherbakoff Group
Tennessee
$159K +$14.1K +177 +10%
AIM
3073
Arcadia Investment Management
Michigan
$158K
HC
3074
Hara Capital
Washington
$157K +$65.2K +820 +71%
WFA
3075
Wellspring Financial Advisors
Ohio
$156K -$95.5K -1,201 -7%

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.