We are live on ! Find out more

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
LWA
3251
Lowe Wealth Advisors
Maryland
$21K -$7.95K -100 -27%
WPWM
3252
Western Pacific Wealth Management
Illinois
$20.9K -$10.3K -129 -33%
MCA
3253
Midwest Capital Advisors
Michigan
$20.7K
WOC
3254
West Oak Capital
California
$20.1K +$417K +5,240 +26%
PS
3255
Pinney & Scofield
Massachusetts
$19.9K +$4.13K +52 +26%
CWM
3256
Consultiva Wealth Management
Puerto Rico
$19.8K
HFS
3257
Horizon Financial Services
North Carolina
$19.8K
VWWMG
3258
Vermillion & White Wealth Management Group
Pennsylvania
$19.6K
WCM
3259
WealthTrak Capital Management
Virginia
$18.4K -$12.2K -153 -40%
DRP
3260
Decker Retirement Planning
Utah
$18.2K +$13.9K +175 +318%
DF
3261
Dunhill Financial
United Kingdom
$18.1K -$8.82K -111 -33%
CWM
3262
Copia Wealth Management
Oregon
$18K
FF
3263
Friedenthal Financial
New Jersey
$17.7K +$17.7K +223 New
KWM
3264
Kiker Wealth Management
Georgia
$15.8K -$2.31K -29 -13%
KOCAA
3265
Knights of Columbus Asset Advisors
Connecticut
$15.8K -$1.35K -17 -8%
CFO
3266
Capitol Family Office
Oregon
$15.8K
SIP
3267
Sellwood Investment Partners
Oregon
$15.8K +$15.9K +200 New
HNW
3268
High Note Wealth
Minnesota
$15.3K -$796K -10,009 -98%
MBFW
3269
Morton Brown Family Wealth
Pennsylvania
$14.4K
BFP
3270
Briaud Financial Planning
Texas
$14K
PP
3271
PrairieView Partners
Minnesota
$14K
FS
3272
Financially Speaking
Colorado
$13.9K
SC
3273
Solstein Capital
California
$13.9K +$14K +176 New
T
3274
Tidemark
California
$13.8K +$79 +1 +0.6%
TCM
3275
TruNorth Capital Management
Michigan
$13.6K -$5.72K -72 -30%

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.