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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
FEG
2676
Financial Enhancement Group
Indiana
$377K +$445K +4,768 New
MAG
2677
Mayfair Advisory Group
Alabama
$375K -$113K -1,209 -22%
MWC
2678
MBM Wealth Consultants
Missouri
$374K -$5.13K -55 -1%
MW
2679
MBL Wealth
North Carolina
$374K -$369K -3,950 -49%
AFT
2680
Alpha Family Trust
California
$373K -$282K -3,020 -42%
PCM
2681
Perritt Capital Management
Illinois
$373K -$50.4K -540 -12%
AA
2682
Alesco Advisors
New York
$373K +$184K +1,970 +90%
RS
2683
R Squared
Hong Kong
$373K +$387K +4,150 New
CFA
2684
Cahill Financial Advisors
Minnesota
$372K +$20.9K +224 +6%
PIA
2685
Powell Investment Advisors
Florida
$372K
CP
2686
CenterBook Partners
Connecticut
$372K +$387K +4,146 New
WCWM
2687
Willow Creek Wealth Management
California
$372K -$2.71K -29 -0.7%
MFG
2688
Mission Financial Group
Nevada
$371K +$288K +3,082 New
PA
2689
Perennial Advisors
New York
$370K +$385K +4,124 New
CICI
2690
Capital Investment Counsel Inc
North Carolina
$370K
SIA
2691
Strategic Investment Advisors
Michigan
$370K -$411K -4,401 -52%
UPS
2692
UHLMANN PRICE SECURITIES
Illinois
$370K -$46.2K -495 -11%
RWA
2693
Redhawk Wealth Advisors
Minnesota
$369K -$533K -5,714 -58%
TW
2694
Towerpoint Wealth
California
$369K +$137K +1,463 +55%
FLII
2695
First Long Island Investors
New York
$368K
TFO
2696
Tarbox Family Office
California
$367K
AIP
2697
Almanack Investment Partners
Pennsylvania
$366K +$77.7K +832 +26%
APW
2698
Aventura Private Wealth
Florida
$365K -$747 -8 -0.2%
DWM
2699
Drive Wealth Management
Utah
$364K -$361K -3,867 -49%
TA
2700
TFB Advisors
Kansas
$364K -$13.3K -142 -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.