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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
AWM
2701
Atticus Wealth Management
Florida
$363K +$560 +6 +0.1%
GS
2702
Gagnon Securities
New York
$363K -$3.08K -33 -0.8%
TGAM
2703
TBH Global Asset Management
Tennessee
$363K -$29K -311 -7%
BWA
2704
Bordeaux Wealth Advisors
California
$362K -$72.9K -781 -16%
MTIC
2705
Missouri Trust & Investment Company
Missouri
$362K -$532K -5,694 -59%
FC
2706
Fairscale Capital
New Hampshire
$362K -$18.7K -200 -5%
JF
2707
JSF Financial
California
$361K +$3.27K +35 +0.9%
APM
2708
Advanced Portfolio Management
New York
$361K +$375K +4,021 New
OFW
2709
Omnia Family Wealth
Florida
$360K -$15.8K -169 -4%
KIG
2710
Kennedy Investment Group
New Jersey
$360K +$15.9K +170 +4%
EW
2711
Element Wealth
Mississippi
$360K +$467 +5 +0.1%
LAI
2712
Legal Advantage Investments
California
$359K
FC
2713
Financial Council
Maryland
$358K
EHWM
2714
Eads & Heald Wealth Management
Georgia
$357K +$57K +610 +18%
PWM
2715
Palumbo Wealth Management
New York
$357K +$28K +300 +8%
RA
2716
Riverstone Advisors
Texas
$356K -$6.07K -65 -2%
PIP
2717
Peachtree Investment Partners
Florida
$356K +$62.2K +666 +20%
ATWA
2718
Arbor Trust Wealth Advisors
Michigan
$356K -$64.9K -695 -15%
BAM
2719
Broyhill Asset Management
North Carolina
$356K +$30K +321 +9%
RS
2720
Rakuten Securities
Japan
$356K +$48.7K +522 +15%
LSWP
2721
Liberty Square Wealth Partners
Pennsylvania
$356K
CC
2722
Constitution Capital
Connecticut
$355K -$74.7K -800 -17%
TWP
2723
Triad Wealth Partners
Kansas
$353K +$10.8K +116 +3%
AWA
2724
Alta Wealth Advisors
Massachusetts
$353K +$56K +600 +18%
AA
2725
Advisory Alpha
Michigan
$352K -$7.94K -85 -2%

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.