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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
CWM
3526
C2C Wealth Management
Arizona
-$209K -2,333 Closed
SA
3527
Skyline Advisors
Washington
-$209K -2,325 Closed
WA
3528
Wealthstream Advisors
New York
-$208K -2,319 Closed
EBWM
3529
Eagle Bluffs Wealth Management
Missouri
-$210K -2,318 Closed
TS
3530
Tamar Securities
California
-$208K -2,317 Closed
HCM
3531
Hilton Capital Management
New York
-$207K -2,304 Closed
BL
3532
Balentine LLC
Georgia
-$207K -2,303 Closed
TIA
3533
Trust Investment Advisors
Indiana
-$207K -2,301 Closed
OAS
3534
Optivise Advisory Services
Tennessee
-$206K -2,300 Closed
IIM
3535
InTrack Investment Management
Vermont
-$206K -2,299 Closed
BAM
3536
Bosun Asset Management
Illinois
-$206K -2,294 Closed
GWA
3537
Geometric Wealth Advisors
District of Columbia
-$206K -2,294 Closed
BCM
3538
Brown Capital Management
Maryland
-$204K -2,274 Closed
PCG
3539
PFC Capital Group
California
-$204K -2,274 Closed
DSN
3540
D. Scott Neal
Kentucky
-$204K -2,270 Closed
SIG
3541
Spinnaker Investment Group
California
-$204K -2,269 Closed
BMM
3542
Berkshire Money Management
Massachusetts
-$203K -2,264 Closed
SNBOSD
3543
Security National Bank of So Dak
Iowa
-$202K -2,256 Closed
DIM
3544
DLK Investment Management
California
-$202K -2,251 Closed
SHWM
3545
Smith & Howard Wealth Management
Georgia
-$202K -2,246 Closed
CA
3546
Clune & Associates
Illinois
-$200K -2,230 Closed
XC
3547
XY Capital
Hong Kong
-$200K -2,223 Closed
BAM
3548
BOCHK Asset Management
Hong Kong
-$160K -1,787 Closed
PC
3549
Promethos Capital
Massachusetts
-$150K -1,668 Closed
FAM
3550
Flaharty Asset Management
Florida
-$141K -1,567 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.