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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
MSS
1001
Mitchell Sinkler & Starr
Pennsylvania
$3.55M -$4.42M -55,625 -55%
OBAM
1002
ODDO BHF Asset Management
France
$3.55M -$251K -3,163 -7%
RHDIC
1003
R.H. Dinel Investment Counsel
California
$3.54M -$191K -2,400 -5%
CHAM
1004
Clear Harbor Asset Management
Connecticut
$3.53M +$4.53K +57 +0.1%
MIC
1005
Mubadala Investment Company
United Arab Emirates
$3.53M +$3.55M +44,613 New
VIA
1006
Vickerman Investment Advisors
Washington
$3.53M +$583K +7,329 +20%
TC
1007
Trilogy Capital
California
$3.53M +$2.69M +33,904 +319%
TNB
1008
Thomasville National Bank
Georgia
$3.52M -$136K -1,710 -4%
SAIG
1009
Semper Augustus Investments Group
Colorado
$3.52M
PTC
1010
Private Trust Company
Ohio
$3.51M +$55.6K +699 +2%
MIM
1011
Montgomery Investment Management
Maryland
$3.51M -$119K -1,500 -3%
CBB
1012
Citizens Business Bank
California
$3.51M +$27.5K +346 +0.8%
CNBTD
1013
Citizens National Bank Trust Department
Mississippi
$3.51M -$149K -1,873 -4%
CAM
1014
Costello Asset Management
Pennsylvania
$3.49M -$176K -2,215 -5%
PCG
1015
Prosperity Consulting Group
Maryland
$3.48M -$256K -3,220 -7%
EIA
1016
Edgemoor Investment Advisors
Maryland
$3.47M -$227K -2,858 -6%
HCM
1017
Hengehold Capital Management
Ohio
$3.46M +$104K +1,313 +3%
SAM
1018
Secure Asset Management
Michigan
$3.45M -$450K -5,657 -11%
BBWA
1019
Bell & Brown Wealth Advisors
California
$3.45M -$10.3K -129 -0.3%
SIM
1020
Studio Investment Management
Illinois
$3.44M -$636 -8 -0%
KIC
1021
Kensington Investment Counsel
California
$3.44M +$99.8K +1,256 +3%
ST
1022
Spinnaker Trust
Maine
$3.44M +$64.4K +810 +2%
BRWA
1023
B. Riley Wealth Advisors
Florida
$3.42M +$3.44M +43,266 New
PMWMG
1024
Parr McKnight Wealth Management Group
Minnesota
$3.42M +$157K +1,978 +5%
BBA
1025
BLB&B Advisors
Pennsylvania
$3.42M -$103K -1,301 -3%

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.