We are live on ! Find out more

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
OWA
2451
Octavia Wealth Advisors
Ohio
$418K -$77.7K -978 -16%
SQA
2452
Simon Quick Advisors
New Jersey
$418K -$952K -11,972 -69%
RIG
2453
Ramiah Investment Group
Wisconsin
$417K +$54.9K +691 +15%
MIM
2454
Moseley Investment Management
Florida
$416K -$53.9K -678 -11%
CA
2455
CWC Advisors
Oregon
$415K -$24.2K -304 -5%
USB
2456
Union Savings Bank
Connecticut
$415K -$2.38K -30 -0.6%
LWM
2457
Lyell Wealth Management
California
$414K -$25K -315 -6%
LCM
2458
Liberty Capital Management
Michigan
$412K
OWM
2459
OneAscent Wealth Management
Alabama
$412K +$73.1K +920 +22%
SI
2460
Severin Investments
Missouri
$411K -$311K -3,914 -43%
EWS
2461
Evergreen Wealth Solutions
Pennsylvania
$411K -$4.13K -52 -1%
AWP
2462
Accretive Wealth Partners
New Jersey
$411K -$7.95K -100 -2%
TP
2463
Tranquility Partners
Tennessee
$411K -$1.27K -16 -0.3%
YWS
2464
Yarger Wealth Strategies
Ohio
$411K +$183K +2,305 +80%
HFAS
2465
Hummer Financial Advisory Services
Illinois
$409K
MA
2466
Maxele Advisors
Missouri
$409K -$29.4K -370 -7%
ESBC
2467
E.S. Barr & Co
Kentucky
$409K -$129K -1,617 -24%
GCP
2468
Garda Capital Partners
Minnesota
$408K +$409K +5,151 New
CWM
2469
Chemistry Wealth Management
New York
$408K -$37K -466 -8%
BSTWA
2470
Blake Schutter Theil Wealth Advisors
Ohio
$407K +$238 +3 +0.1%
PA
2471
Prossimo Advisors
California
$405K -$30.4K -382 -7%
FMTCOCP
2472
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$405K -$3.97K -50 -1%
BIA
2473
Beacon Investment Advisors
Maryland
$405K +$159 +2 +0%
FB
2474
First Bancorp
Maine
$404K +$22.2K +279 +6%
LSC
2475
Lesa Sroufe & Co
Washington
$404K

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.