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
SIA
3426
Strategic Investment Advisors
Michigan
-$370K -4,119 Closed
ATWA
3427
Arbor Trust Wealth Advisors
Michigan
-$356K -3,930 Closed
AWA
3428
Alta Wealth Advisors
Massachusetts
-$353K -3,927 Closed
LAM
3429
Lewis Asset Management
California
-$350K -3,902 Closed
RFW
3430
Rainier Family Wealth
Washington
-$349K -3,883 Closed
WFMPM
3431
Woodley Farra Manion Portfolio Management
Indiana
-$344K -3,803 Closed
NFA
3432
Northwest Financial Advisors
Virginia
-$321K -3,574 Closed
CWA
3433
Clearview Wealth Advisors
Oregon
-$318K -3,540 Closed
ACM
3434
Aspen Capital Management
Idaho
-$316K -3,519 Closed
VIPI
3435
Vista Investment Partners II
Indiana
-$315K -3,513 Closed
CWC
3436
Carolinas Wealth Consulting
North Carolina
-$314K -3,498 Closed
WAM
3437
Wallington Asset Management
Indiana
-$310K -3,449 Closed
SW
3438
SkyOak Wealth
Michigan
-$308K -3,432 Closed
OWA
3439
ORBA Wealth Advisors
Illinois
-$304K -3,390 Closed
USWIA
3440
UP Strategic Wealth Investment Advisors
Pennsylvania
-$303K -3,377 Closed
AA
3441
Alpha Advisors
Virginia
-$297K -3,312 Closed
SIAG
3442
Safeguard Investment Advisory Group
California
-$297K -3,302 Closed
M
3443
Mirova
France
-$292K -3,255 Closed
HBCM
3444
Heron Bay Capital Management
Michigan
-$287K -3,201 Closed
AWM
3445
Alterna Wealth Management
Texas
-$286K -3,186 Closed
HA
3446
Harfst & Associates
Wyoming
-$282K -3,138 Closed
OLA
3447
Oliver Luxxe Assets
New Jersey
-$274K -3,052 Closed
CWM
3448
Castle Wealth Management
Florida
-$276K -3,049 Closed
CFA
3449
CWS Financial Advisors
Michigan
-$273K -3,046 Closed
CCM
3450
Crabel Capital Management
California
-$273K -3,040 Closed

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.