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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
TSS
901
Thomas Story & Son
Indiana
$4.32M +$4.34M +54,560 New
LOIM
902
Liberty One Investment Management
Illinois
$4.31M +$944K +11,875 +28%
AAMU
903
APG Asset Management US
New York
$4.29M
BOH
904
Bank of Hawaii
Hawaii
$4.28M -$496K -6,241 -10%
NHT
905
New Hampshire Trust
New Hampshire
$4.25M +$74.8K +941 +2%
CCG
906
Cypress Capital Group
Florida
$4.24M +$127K +1,593 +3%
KFP
907
KMG Fiduciary Partners
Ohio
$4.22M -$53.6K -674 -1%
FMWA
908
Forvis Mazars Wealth Advisors
Missouri
$4.22M -$44.3K -557 -1%
SC
909
Searle & Co
Connecticut
$4.22M -$111K -1,400 -3%
MWA
910
Meridian Wealth Advisors
Texas
$4.2M -$62.2K -783 -1%
SHFA
911
SS&H Financial Advisors
Michigan
$4.19M +$728K +9,163 +21%
Walleye Capital
912
Walleye Capital
New York
$4.19M -$12.7M -160,196 -75%
BJL
913
Brighton Jones LLC
Washington
$4.19M +$1.09M +13,746 +35%
FTWA
914
Fifth Third Wealth Advisors
Ohio
$4.18M -$1.24M -15,614 -23%
PTC
915
Philadelphia Trust Company
Pennsylvania
$4.17M -$21.9K -275 -0.5%
NS
916
NBC Securities
Alabama
$4.17M +$535K +6,732 +15%
BTI
917
Blue Trust Inc
Georgia
$4.17M +$57.9K +728 +1%
PVI
918
Pine Valley Investments
New Jersey
$4.15M +$281K +3,538 +7%
ACM
919
Aster Capital Management
United Arab Emirates
$4.15M +$3.06M +38,444 +275%
ET
920
Equitable Trust
Tennessee
$4.15M -$125K -1,576 -3%
CAM
921
Claret Asset Management
Quebec, Canada
$4.13M +$4.15M +52,176 New
NEAM
922
New England Asset Management
Connecticut
$4.13M +$545K +6,855 +15%
Jacobs Levy Equity Management
923
Jacobs Levy Equity Management
New Jersey
$4.13M -$103M -1,290,474 -96%
PRS
924
Pinkerton Retirement Specialists
Idaho
$4.12M +$562K +7,069 +16%
Primecap Management
925
Primecap Management
California
$4.11M -$445K -5,600 -10%

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.