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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
SWMG
3476
Signature Wealth Management Group
Georgia
-$243K -2,706 Closed
CICC
3477
Capital Investment Counsel (Colorado)
Colorado
-$240K -2,678 Closed
CWP
3478
Curated Wealth Partners
California
-$239K -2,662 Closed
BRG
3479
Bay Rivers Group
Virginia
-$239K -2,660 Closed
MPM
3480
Meritage Portfolio Management
Kansas
-$238K -2,650 Closed
RMC
3481
Ring Mountain Capital
California
-$237K -2,643 Closed
LFG
3482
Lockerman Financial Group
California
-$237K -2,640 Closed
SWA
3483
Strategies Wealth Advisors
Michigan
-$237K -2,639 Closed
TFP
3484
Triune Financial Partners
Kansas
-$235K -2,615 Closed
AWA
3485
Aletheian Wealth Advisors
Washington
-$235K -2,614 Closed
NJBEST
3486
New Jersey Better Educational Savings Trust
New Jersey
-$234K -2,605 Closed
LRIC
3487
Long Road Investment Counsel
Michigan
-$233K -2,600 Closed
FA
3488
Fagan Associates
New York
-$233K -2,597 Closed
SP
3489
Symmetry Partners
Connecticut
-$232K -2,579 Closed
MWA
3490
Motive Wealth Advisors
Michigan
-$231K -2,578 Closed
CCG
3491
Catalina Capital Group
California
-$231K -2,570 Closed
AMM
3492
American Money Management
California
-$228K -2,542 Closed
MW
3493
Maia Wealth
Colorado
-$201K -2,539 Closed
BW
3494
BXM Wealth
Colorado
-$227K -2,530 Closed
AWM
3495
AAF Wealth Management
Massachusetts
-$227K -2,526 Closed
PHWM
3496
Pine Harbor Wealth Management
Maryland
-$226K -2,519 Closed
SPI
3497
Santori & Peters Inc
Pennsylvania
-$225K -2,512 Closed
PPC
3498
Pennington Partners & Co
Maryland
-$227K -2,511 Closed
FIA
3499
FNY Investment Advisers
New York
-$224K -2,500 Closed
III
3500
Independent Investors Inc
New York
-$224K -2,500 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.