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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
SHIM
3126
Stone House Investment Management
Pennsylvania
$91.8K +$795 +10 +0.9%
WFA
3127
West Financial Advisors
Iowa
$91.7K -$397 -5 -0.4%
CIA
3128
Cape Investment Advisory
Georgia
$91.1K -$8.43K -106 -8%
EIM
3129
Essex Investment Management
Massachusetts
$89.6K
WA
3130
WPG Advisers
Maryland
$88.9K -$4.85K -61 -5%
NL
3131
NVWM LLC
Pennsylvania
$85.7K +$49.8K +627 +138%
CFG
3132
Chapman Financial Group
Hawaii
$84.3K +$84.7K +1,065 New
BA
3133
Bellwether Advisors
Nebraska
$83.8K
CFP
3134
Comprehensive Financial Planning
Pennsylvania
$83.4K +$159 +2 +0.2%
MC
3135
Montag & Caldwell
Georgia
$83.3K
DF
3136
DecisionPoint Financial
Arizona
$82.8K +$954 +12 +1%
DWM
3137
Dogwood Wealth Management
Kansas
$82.2K +$13.5K +170 +20%
CA
3138
Centerpoint Advisors
Massachusetts
$82K +$556 +7 +0.7%
WA
3139
Whipplewood Advisors
Colorado
$81.7K -$27.6K -347 -25%
IWP
3140
IAG Wealth Partners
Wisconsin
$81.5K -$52.9K -665 -39%
FWM
3141
FSA Wealth Management
Massachusetts
$81.4K -$3.34K -42 -4%
STB
3142
S&T Bank
Pennsylvania
$80.5K +$7.39K +93 +10%
HFS
3143
Hughes Financial Services
Virginia
$79.6K -$795 -10 -1%
CNBT
3144
Cornerstone National Bank & Trust
Illinois
$79.2K
UIA
3145
Ulland Investment Advisors
Minnesota
$78K
IHWM
3146
Iron Horse Wealth Management
Iowa
$77.7K
PWM
3147
Proathlete Wealth Management
Florida
$76.6K +$874 +11 +1%
CTWM
3148
Cherry Tree Wealth Management
Minnesota
$74.2K -$31.6K -398 -30%
RFS
3149
Richardson Financial Services
Massachusetts
$73K +$14.7K +185 +26%
CAWM
3150
Capital A Wealth Management
Pennsylvania
$72.5K +$9.14K +115 +21%

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.