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
GCA
3451
Gradient Capital Advisors
California
-$271K -3,024 Closed
RR
3452
Robotti Robert
-$269K -3,000 Closed
LI
3453
LifeWealth Investments
Florida
-$268K -2,988 Closed
EWM
3454
EPG Wealth Management
Georgia
-$264K -2,940 Closed
BF
3455
Brogan Financial
Tennessee
-$263K -2,932 Closed
IFU
3456
iSAM Funds (UK)
United Kingdom
-$263K -2,931 Closed
GPWM
3457
Grant Private Wealth Management
California
-$260K -2,896 Closed
TW
3458
Traveka Wealth
California
-$260K -2,893 Closed
CA
3459
Claris Advisors
Missouri
-$259K -2,884 Closed
MPW
3460
Magnolia Private Wealth
Pennsylvania
-$259K -2,882 Closed
ACC
3461
Acorn Creek Capital
Colorado
-$258K -2,880 Closed
OPCM
3462
Osborne Partners Capital Management
California
-$257K -2,860 Closed
AR
3463
Apeiron RIA
Texas
-$255K -2,836 Closed
MWM
3464
MinichMacGregor Wealth Management
New York
-$251K -2,799 Closed
CG
3465
CFO4Life Group
Texas
-$251K -2,797 Closed
MS
3466
Maven Securities
Jersey
-$221K -2,785 Closed
HGA
3467
Hobbs Group Advisors
South Carolina
-$250K -2,781 Closed
OPOWM
3468
One Plus One Wealth Management
Florida
-$248K -2,767 Closed
GRQ
3469
Gardner Russo & Quinn
Pennsylvania
-$248K -2,763 Closed
CCM
3470
Chickasaw Capital Management
Tennessee
-$247K -2,757 Closed
FNBSF
3471
First National Bank Sioux Falls
South Dakota
-$247K -2,756 Closed
DA
3472
Dillon & Associates
Michigan
-$248K -2,753 Closed
KBFS
3473
Kohmann Bosshard Financial Services
Ohio
-$247K -2,752 Closed
AWS
3474
Aspen Wealth Strategies
Colorado
-$247K -2,748 Closed
WI
3475
Westbourne Investments
Virginia
-$246K -2,738 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.