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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
RGC
2576
Roberts, Glore & Co
Illinois
$422K +$46.7K +500 +12%
AC
2577
Annandale Capital
Texas
$422K
GWAG
2578
Garrett Wealth Advisory Group
Texas
$421K -$2.05K -22 -0.5%
SFG
2579
Sovereign Financial Group
Connecticut
$421K +$16.4K +176 +4%
SFG
2580
Sunburst Financial Group
Alabama
$421K -$21K -225 -5%
BPW
2581
Bingham Private Wealth
California
$421K -$137K -1,469 -24%
TWP
2582
Tower Wealth Partners
Pennsylvania
$420K -$87.3K -935 -17%
SPWG
2583
Syntegra Private Wealth Group
Missouri
$420K -$22.3K -239 -5%
KOC
2584
Koss-Olinger Consulting
Florida
$420K +$437K +4,684 New
AAA
2585
American Alpha Advisors
New York
$420K +$437K +4,678 New
LK
2586
Lumbard & Kellner
New Hampshire
$419K
CSA
2587
Cottage Street Advisors
Massachusetts
$419K
TSWM
2588
Tyler-Stone Wealth Management
Ohio
$419K -$54.3K -582 -11%
CAL
2589
Capital Advisors Ltd
Ohio
$419K -$36.2K -388 -8%
DFA
2590
DHJJ Financial Advisors
Illinois
$419K
MCA
2591
Millennium Capital Advisors
Arkansas
$418K -$37.3K -400 -8%
JBA
2592
Johnson Bixby & Associates
Washington
$418K
SHGA
2593
Sand Hill Global Advisors
California
$418K +$77.2K +827 +22%
3F
2594
360 Financial
Minnesota
$418K +$2.89K +31 +0.7%
OBGC
2595
O'Brien Greene & Co
Pennsylvania
$418K
CIA
2596
Cohen Investment Advisors
New Hampshire
$418K +$5.88K +63 +1%
AWP
2597
Accretive Wealth Partners
New Jersey
$418K -$4.95K -53 -1%
WP
2598
Westmount Partners
California
$418K -$63.9K -684 -13%
PPG
2599
Peak Planning Group
Colorado
$417K -$538K -5,761 -55%
RPGK
2600
Retirement Planning Group (Kansas)
Kansas
$416K +$10.6K +114 +3%

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.