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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
MSWM
3176
Mowery & Schoenfeld Wealth Management
Illinois
$57.3K -$2.86K -36 -5%
BAM
3177
Bellevue Asset Management
Washington
$56.2K +$2.7K +34 +5%
CIM
3178
Contravisory Investment Management
Massachusetts
$54.1K -$31.8K -400 -37%
PWM
3179
Parkworth Wealth Management
California
$54K +$3.9K +49 +8%
SO
3180
Sierra Ocean
California
$53K -$9.46K -119 -15%
Q1WB
3181
Quest 10 Wealth Builders
Virginia
$50.6K -$238 -3 -0.5%
MSG
3182
Main Street Group
Virginia
$50.6K -$39.6K -498 -44%
GG
3183
Gleason Group
Kentucky
$50.4K +$477 +6 +1%
BHWM
3184
Beaird Harris Wealth Management
Texas
$47.6K
RAM
3185
Ramirez Asset Management
New York
$47.5K -$1.17M -14,666 -96%
CCM
3186
Copeland Capital Management
Pennsylvania
$47.5K
AWM
3187
Activest Wealth Management
Florida
$47.3K -$37.1K -467 -44%
IA
3188
IFS Advisors
Kansas
$47.3K -$22.2K -279 -32%
MWM
3189
Mascoma Wealth Management
New Hampshire
$46.9K
MAFA
3190
MJT & Associates Financial Advisory
Minnesota
$46.2K +$3.74K +47 +9%
CWIG
3191
Chung Wu Investment Group
Texas
$45.4K +$45.5K +573 New
SAS
3192
Spurstone Advisory Services
Connecticut
$44.6K +$15.1K +190 +51%
WW
3193
Winnow Wealth
Texas
$44.6K -$810K -10,185 -95%
AAG
3194
Accordant Advisory Group
Maryland
$44.6K
TFG
3195
Team Financial Group
California
$43.8K +$44K +554 New
FFWM
3196
Future Financial Wealth Management
Ohio
$43.8K
GJIA
3197
Glass Jacobson Investment Advisors
Maryland
$43.6K -$182K -2,290 -81%
ATC
3198
Advantage Trust Company
Kansas
$43.5K +$15.9K +200 +57%
MHIP
3199
Mountain Hill Investment Partners
New Jersey
$43.3K +$43.5K +547 New
HHMI
3200
Howard Hughes Medical Institute
Maryland
$43.2K +$43.4K +546 New

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.