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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
PWM
2526
Paulson Wealth Management
Illinois
$446K -$13.3K -142 -3%
MCM
2527
Mendel Capital Management
Arkansas
$445K +$14.2K +152 +3%
LT
2528
Legacy Trust
Michigan
$444K -$2.99K -32 -0.6%
DOA
2529
D'Orazio & Associates
Virginia
$444K +$96.4K +1,033 +26%
FFG
2530
Floyd Financial Group
Missouri
$443K +$42K +450 +10%
BRA
2531
Bender Robert & Associates
California
$443K -$4.67K -50 -1%
HTIM
2532
Harbour Trust & Investment Management
Indiana
$442K -$68.6K -735 -13%
TWM
2533
Topsail Wealth Management
North Carolina
$441K +$256K +2,746 +130%
BS
2534
Brighton Securities
New York
$441K +$70.1K +751 +18%
APC
2535
Aspire Private Capital
North Carolina
$440K -$756K -8,097 -62%
BDF
2536
Black Diamond Financial
Maryland
$440K -$18.5K -198 -4%
CIS
2537
Connors Investor Services
Pennsylvania
$440K -$10.1M -108,093 -96%
NPFS
2538
Novak & Powell Financial Services
Florida
$439K +$39.3K +421 +9%
SC
2539
Summa Corp
Texas
$438K -$18.7K -200 -4%
LCM
2540
Lazari Capital Management
California
$438K +$195K +2,090 +75%
1WM
2541
1900 Wealth Management
Texas
$438K -$77.2K -827 -14%
HFS
2542
Heritage Financial Services
Massachusetts
$438K +$6.26K +67 +1%
FGA
2543
Fortis Group Advisors
New Jersey
$437K -$1.87K -20 -0.4%
FWA
2544
FSM Wealth Advisors
Ohio
$437K -$173K -1,849 -28%
PAW
2545
Plan A Wealth
Nebraska
$437K -$28.3K -303 -6%
SCG
2546
Sonata Capital Group
Washington
$436K -$173K -1,848 -28%
AW
2547
Alteri Wealth
California
$436K -$50.4K -540 -10%
LWM
2548
Lakeridge Wealth Management
Ohio
$435K -$41.5K -445 -8%
BAM
2549
BOS Asset Management
Illinois
$435K -$9.34K -100 -2%
GPW
2550
Gentry Private Wealth
Kansas
$435K +$453K +4,850 New

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.