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3,448 hedge funds and large institutions have $181B invested in Merck in 2025 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 1,347 increasing their positions, 1,599 reducing their positions, and 278 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $2.57B | Put options by funds: $2.32B

0.43% more ownership

Funds ownership: 78.27%78.7% (+0.43%)

4% less funds holding

Funds holding: 3,6083,448 (-160)

8% less capital invested

Capital invested by funds: $197B → $181B (-$16.1B)

11% less funds holding in top 10

Funds holding in top 10: 7365 (-8)

16% less repeat investments, than reductions

Existing positions increased: 1,347 | Existing positions reduced: 1,599

35% less first-time investments, than exits

New positions opened: 180 | Existing positions closed: 278

Holders
3,448
Holders Change
-160
Holders Change %
-4.43%
% of All Funds
46.23%
Holding in Top 10
65
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.96%
% of All Funds
0.87%
New
180
Increased
1,347
Reduced
1,599
Closed
278
Calls
$2.57B
Puts
$2.32B
Net Calls
+$255M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
226
State of Michigan Retirement System
Michigan
$64.6M -$28K -300 -0%
FAF
227
Första AP-fonden
Sweden
$63.8M +$7.03M +75,300 +12%
EIP
228
Epoch Investment Partners
New York
$63.5M +$2.41M +25,772 +4%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$63.5M +$2.45M +26,263 +4%
FCI
230
Financial Counselors Inc
Kansas
$63.3M +$8.09M +86,651 +14%
TAM
231
Tocqueville Asset Management
New York
$62.4M -$6.12M -65,585 -9%
FFB
232
First Financial Bankshares
Texas
$62.3M -$14M -150,162 -18%
Nisa Investment Advisors
233
Nisa Investment Advisors
Missouri
$61.4M -$17.2M -184,516 -21%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$61.1M -$5.62M -60,238 -8%
HA
235
Homestead Advisers
Virginia
$60.9M
Calamos Advisors
236
Calamos Advisors
Illinois
$60M -$17.2M -184,632 -22%
PL
237
Perpetual Ltd
Australia
$59.4M +$7.15M +76,619 +13%
SG Americas Securities
238
SG Americas Securities
New York
$59.3M +$54.1M +579,196 +711%
NC
239
Nicholas Company
Wisconsin
$59.2M -$392K -4,194 -0.6%
Osaic Holdings
240
Osaic Holdings
Arizona
$58.5M -$10.6M -113,960 -15%
CAM
241
Cacti Asset Management
Georgia
$57.8M +$280K +3,000 +0.5%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$56.7M +$2.01M +21,544 +4%
HPG
243
Harvest Portfolios Group
Ontario, Canada
$56.4M +$8.05M +86,268 +16%
OIAM
244
OFI Invest Asset Management
France
$56.4M +$26.6K +285 +0%
X
245
Xponance
Pennsylvania
$56.2M +$2.14M +22,900 +4%
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$56M -$7M -74,951 -11%
DCP
247
Distillate Capital Partners
Illinois
$56M +$58.2M +623,414 New
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$55.8M -$1.09M -11,628 -2%
FWCM
249
Ferguson Wellman Capital Management
Oregon
$55.5M -$14.8M -158,346 -20%
GIA
250
Gateway Investment Advisers
Ohio
$55.3M +$5.7M +61,003 +11%

MRK Hedge Fund Activity: Q1 2025 in Review

3,448 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2025, worth a combined $181B — down 8.2% from $197B a quarter earlier.

Sellers outnumbered buyers: 278 funds closed out of MRK and 180 opened new positions — a net loss of 98 holders — while 1,599 trimmed existing stakes and 1,347 added.

The largest buyer was Charles Schwab, adding an estimated $2.72B. The largest seller was Capital World Investors, exiting entirely with an estimated $787M sold.

  • 3,448 institutional investors held Merck (MRK) as of Q1 2025, down from 3,608 in Q4 2024.
  • Funds reported $181B of Merck stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 180 funds opened new Merck positions in Q1 2025 and 278 closed out, a net change of -98 holders.
  • The largest Merck buyer in Q1 2025 was Charles Schwab, an estimated $2.72B added.
  • The largest Merck seller in Q1 2025 was Capital World Investors, an estimated $787M sold.

Based on aggregated 13F filings for Q1 2025.