We are live on ! Find out more
MRK icon

Merck
MRK

3,310 hedge funds and large institutions have $160B invested in Merck in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,356 increasing their positions, 1,424 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 151

13% more call options, than puts

Call options by funds: $2.83B | Put options by funds: $2.51B

10% more funds holding in top 10

Funds holding in top 10: 42 → 46 (+4)

1% more capital invested

Capital invested by funds: $158B → $160B (+$1.56B)

1% less funds holding

Funds holding: 3,328 → 3,310 (-18)

5% less repeat investments, than reductions

Existing positions increased: 1,356 | Existing positions reduced: 1,424

2.19% less ownership

Funds ownership: 78.42% → 76.23% (-2.2%)

Holders
3,310
Holders Change
-18
Holders Change %
-0.54%
% of All Funds
43.43%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.6%
New
191
Increased
1,356
Reduced
1,424
Closed
151
Calls
$2.83B
Puts
$2.51B
Net Calls
+$326M
Net Calls Change
+$244M

Top Buyers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$298M
2
JP Morgan Chase
JP Morgan Chase
New York
+$278M
3
Invesco
Invesco
Georgia
+$232M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$231M
5
Ameriprise
Ameriprise
Minnesota
+$225M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$847M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$568M
3
UBS AM
UBS AM
Illinois
-$443M
4
BlackRock
BlackRock
New York
-$285M
5
Goldman Sachs
Goldman Sachs
New York
-$278M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
1676
Capstone Triton Financial Group
Oklahoma
$1.19M +$13.5K +164 +1%
BAAM
1677
Baker Avenue Asset Management
California
$1.19M +$194K +2,359 +20%
RB
1678
Renasant Bank
Mississippi
$1.19M +$299K +3,625 +34%
BSA
1679
Bull Street Advisors
Georgia
$1.19M – – –
TFA
1680
Transamerica Financial Advisors
Florida
$1.18M +$892K +10,829 +330%
MAWA
1681
Moss Adams Wealth Advisors
Washington
$1.18M +$67.2K +816 +6%
BIA
1682
Benchmark Investment Advisors
Illinois
$1.18M +$1.12M +13,545 New
PWPS
1683
Pinnacle Wealth Planning Services
Ohio
$1.18M -$13.6K -165 -1%
WIM
1684
WealthPlan Investment Management
Nebraska
$1.18M +$14.9K +181 +1%
BAM
1685
Brave Asset Management
New Jersey
$1.18M +$55.1K +669 +5%
PHIC
1686
Pine Haven Investment Counsel
Massachusetts
$1.18M +$1.24K +15 +0.1%
KCM
1687
Kanawha Capital Management
Virginia
$1.18M +$12.4K +150 +1%
HCA
1688
Harbour Capital Advisors
Virginia
$1.18M -$22.9K -278 -2%
RIA
1689
Richwood Investment Advisors
Ohio
$1.17M -$38K -461 -3%
AA
1690
Auxano Advisors
Washington
$1.17M +$741 +9 +0.1%
VMMC
1691
V.M. Manning & Co
South Carolina
$1.17M – – –
TNBTD
1692
Trustmark National Bank Trust Department
Mississippi
$1.17M -$824 -10 -0.1%
AC
1693
Apella Capital
Connecticut
$1.17M +$212K +2,579 +23%
HAM
1694
Hedges Asset Management
Nevada
$1.17M +$8.24K +100 +0.7%
AAS
1695
Ameritas Advisory Services
Nebraska
$1.16M -$1.27M -15,380 -53%
PWCM
1696
Processus Wealth & Capital Management
Tennessee
$1.16M -$1.81K -22 -0.2%
AL
1697
Aspiriant LLC
California
$1.16M -$245K -2,980 -18%
JWM
1698
Jupiter Wealth Management
Colorado
$1.16M – – –
PCM
1699
Payne Capital Management
New York
$1.16M +$797K +9,682 +236%
LI
1700
LRI Investments
Florida
$1.15M +$85.9K +1,043 +8%
66 67
68
69 70

MRK Hedge Fund Activity: Q3 2025 in Review

3,310 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2025, worth a combined $160B — up 0.99% from $158B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new MRK positions and 151 closed out — a net gain of 40 holders — while 1,356 added to existing stakes and 1,424 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $298M. The largest seller was Franklin Resources, cutting an estimated $847M.

  • 3,310 institutional investors held Merck (MRK) as of Q3 2025, down from 3,328 in Q2 2025.
  • Funds reported $160B of Merck stock for Q3 2025, up 0.99% quarter-over-quarter.
  • 191 funds opened new Merck positions in Q3 2025 and 151 closed out, a net change of +40 holders.
  • The largest Merck buyer in Q3 2025 was Assenagon Asset Management, an estimated $298M added.
  • The largest Merck seller in Q3 2025 was Franklin Resources, an estimated $847M sold.

Based on aggregated 13F filings for Q3 2025.