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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
OAM
2726
Oak Asset Management
California
$352K
TCM
2727
Triumph Capital Management
Colorado
$352K +$37.6K +403 +11%
MWA
2728
Medallion Wealth Advisors
Connecticut
$352K +$4.58K +49 +1%
VIP
2729
Vista Investment Partners
Oklahoma
$351K -$22.1K -237 -6%
NQWM
2730
Northwest Quadrant Wealth Management
Oregon
$351K +$1.49K +16 +0.4%
LAM
2731
Lewis Asset Management
California
$350K +$77.8K +833 +27%
OA
2732
Operose Advisors
Wisconsin
$350K -$3.46K -37 -0.9%
BWM
2733
BKM Wealth Management
Wisconsin
$349K -$2.15K -23 -0.6%
AIFAIM
2734
American Institute for Advanced Investment Management
Arizona
$349K -$4.2K -45 -1%
RA
2735
Rise Advisors
New York
$349K -$67.4K -722 -16%
RFW
2736
Rainier Family Wealth
Washington
$349K -$79.5K -852 -18%
PCH
2737
PGIM Custom Harvest
New Jersey
$349K -$69.5K -744 -16%
PSCM
2738
Per Stirling Capital Management
Texas
$349K +$39.2K +420 +12%
TCB
2739
Texas Capital Bancshares
Texas
$348K +$36K +386 +11%
WIM
2740
Warwick Investment Management
Texas
$347K +$15.2K +163 +4%
JFGLC
2741
Johnson Financial Group LLC (Colorado)
Colorado
$346K +$360K +3,859 New
GCM
2742
Genus Capital Management
British Columbia, Canada
$346K +$360K +3,859 New
HWM
2743
Hemington Wealth Management
Virginia
$346K -$17.4K -186 -5%
KCP
2744
Kera Capital Partners
California
$346K +$26.3K +282 +8%
CWP
2745
Capital Wealth Planning
Florida
$345K -$192M -2,056,814 -100%
GIP
2746
Greatmark Investment Partners
Georgia
$345K -$23.3K -250 -6%
WFMPM
2747
Woodley Farra Manion Portfolio Management
Indiana
$344K
MSRI
2748
Michael S. Ryan Inc
New York
$343K -$9.9K -106 -3%
CBUSF
2749
Construction & Building Unions Superannuation Fund
Australia
$341K +$355K +3,800 New
MF
2750
Manchester Financial
California
$341K +$187 +2 +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.