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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
HI
2551
Human Investing
Oregon
$435K -$39.8K -426 -8%
FB
2552
First Bancorp
Maine
$434K +$59.6K +638 +15%
FDDB
2553
Fidelity D&D Bancorp
Pennsylvania
$433K
LA
2554
Lane & Associates
New Jersey
$432K +$15.9K +170 +4%
QFA
2555
Quantum Financial Advisors
California
$431K +$20.2K +216 +5%
PCMC
2556
Paragon Capital Management (Colorado)
Colorado
$431K +$47.6K +510 +12%
OIA
2557
Optimum Investment Advisors
Illinois
$431K -$32.7K -350 -7%
BAM
2558
Boyar Asset Management
New York
$430K -$55.3K -592 -11%
CPRC
2559
Consolidated Portfolio Review Corp
New York
$429K +$6.26K +67 +1%
MIC
2560
Meridian Investment Counsel
California
$429K
WWA
2561
Wingate Wealth Advisors
Massachusetts
$428K +$1.03K +11 +0.2%
DFG
2562
Dupree Financial Group
Kentucky
$428K -$14.5K -155 -3%
RFG
2563
Range Financial Group
Oregon
$428K +$145K +1,556 +48%
APW
2564
Acima Private Wealth
Virginia
$428K
PGWM
2565
Parisi Gray Wealth Management
New Jersey
$427K +$13.7K +147 +3%
NC
2566
Napatree Capital
Rhode Island
$427K +$50K +535 +13%
SIC
2567
Sigma Investment Counselors
Michigan
$427K -$189K -2,027 -30%
CPC
2568
Consolidated Planning Corp
Georgia
$426K -$373 -4 -0.1%
TR
2569
Tepp RIA
New Jersey
$426K -$51.2K -548 -10%
PAM
2570
Parvin Asset Management
South Dakota
$425K +$6.82K +73 +2%
WIA
2571
Wetzel Investment Advisors
Indiana
$425K -$11.1K -119 -2%
BLAM
2572
Bourne Lent Asset Management
New York
$425K
SWRP
2573
Summit Wealth & Retirement Planning
California
$425K +$5.79K +62 +1%
PW
2574
PUREfi Wealth
Massachusetts
$424K +$148K +1,590 +51%
HFRG
2575
Houlihan Financial Resource Group
Virginia
$424K +$280 +3 +0.1%

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.