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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
PBK
2651
Peoples Bank (Kansas)
Kansas
$390K -$18.7K -200 -4%
NPPM
2652
North Point Portfolio Managers
Ohio
$390K +$405K +4,342 New
CMS
2653
Capital Market Strategies
Florida
$389K -$7.84K -84 -2%
HAM
2654
Harmony Asset Management
Arizona
$386K -$49K -525 -11%
WW
2655
Westshore Wealth
California
$386K -$2.24K -24 -0.6%
ACM
2656
Armbruster Capital Management
New York
$385K -$11.3K -121 -3%
OWM
2657
OneAscent Wealth Management
Alabama
$384K -$60.7K -650 -13%
FWI
2658
Facet Wealth Inc
Maryland
$384K +$138K +1,474 +47%
SOW
2659
State of Wyoming
Wyoming
$383K -$654 -7 -0.2%
WF
2660
Wayfinding Financial
Washington
$383K -$5.23K -56 -1%
JSAM
2661
J. Safra Asset Management
New York
$383K +$122K +1,310 +44%
AGWCA
2662
Annis Gardner Whiting Capital Advisors
Florida
$382K -$99.2K -1,062 -20%
PVM
2663
Palogic Value Management
Texas
$381K
HBW
2664
Hazlett, Burt & Watson
West Virginia
$381K -$31.7K -340 -7%
SIM
2665
SSI Investment Management
California
$381K -$93 -1 -0%
SCI
2666
Silver Coast Investments
United States
$380K +$119K +1,274 +43%
GI
2667
Gradient Investments
Minnesota
$380K +$9.34K +100 +2%
PEA
2668
Park Edge Advisors
Ohio
$380K -$6.35K -68 -2%
SMWM
2669
Silvia McColl Wealth Management
California
$379K +$24K +257 +6%
EW
2670
Elyxium Wealth
California
$379K +$394K +4,222 New
OCM
2671
Osterweis Capital Management
California
$379K +$3.27K +35 +0.8%
CG
2672
Cynosure Group
Utah
$378K +$62.6K +671 +19%
MFC
2673
Morris Financial Concepts
South Carolina
$378K -$16K -171 -4%
GFG
2674
Goldstone Financial Group
Illinois
$378K +$7.75K +83 +2%
WCG
2675
Weaver Consulting Group
California
$377K +$80.1K +858 +26%

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.