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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
PWA
3151
Principia Wealth Advisory
Texas
$70K +$4.13K +52 +6%
TWD
3152
True Wealth Design
Ohio
$69.9K +$56.3K +708 +405%
OWP
3153
ORG Wealth Partners
Texas
$69.5K +$17.6K +222 +35%
HFS
3154
Hopwood Financial Services
Virginia
$69.3K -$5.96K -75 -8%
CW
3155
Curio Wealth
Maryland
$69.2K +$69.3K +872 +43,600%
DPW
3156
DiNuzzo Private Wealth
Pennsylvania
$68.9K -$2.7K -34 -4%
LFASL
3157
Lugano Financial Advisors SA (LFA)
Switzerland
$68.5K +$6.12K +77 +10%
OAJ
3158
Ogorek Anthony Joseph
New York
$67K -$10.8K -136 -14%
1IA
3159
1620 Investment Advisors
Massachusetts
$66.7K -$3.34K -42 -5%
CTB
3160
Country Trust Bank
Illinois
$66.3K -$24.9K -313 -27%
HIW
3161
Holos Integrated Wealth
Pennsylvania
$65.2K +$10.1K +127 +19%
SIC
3162
SJS Investment Consulting
Ohio
$64.6K -$4.53K -57 -7%
AP
3163
Aspect Partners
Virginia
$64.4K +$8.98K +113 +16%
SA
3164
Scarborough Advisors
Maryland
$64.4K +$64.6K +813 New
DWS
3165
Dynamic Wealth Strategies
California
$64.2K -$2.7K -34 -4%
CWM
3166
Centricity Wealth Management
Ohio
$64K
CCM
3167
Carderock Capital Management
Maryland
$63.3K +$63.6K +800 New
FG
3168
Fairman Group
Pennsylvania
$63.2K -$9.78K -123 -13%
SCA
3169
Stuart Chaussee & Associates
California
$61K
EPIMS
3170
Evelyn Partners Investment Management Services
$60K -$23.8K -300 -28%
HHGA
3171
Halbert Hargrove Global Advisors
California
$59.2K +$37.3K +469 +168%
RWS
3172
Retirement Wealth Solutions
Wisconsin
$59.1K +$397 +5 +0.7%
HIIFS
3173
Harel Insurance Investments & Financial Services
Israel
$58K
AP
3174
Atwood & Palmer
Missouri
$57.8K
BGA
3175
Battery Global Advisors
Massachusetts
$57.4K

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.