We are live on ! Find out more

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
BFS
2751
Beacon Financial Strategies
North Carolina
$340K +$37.5K +402 +12%
VCM
2752
Viewpoint Capital Management
Washington
$340K +$1.4K +15 +0.4%
WSA
2753
Warm Springs Advisors
California
$340K
CM
2754
Capula Management
Cayman Islands
$339K +$284K +3,040 +410%
FCM
2755
Family Capital Management
Michigan
$339K +$106K +1,140 +43%
SWG
2756
Summit Wealth Group
Vermont
$339K +$33.6K +360 +11%
MWA
2757
Moser Wealth Advisors
Washington
$338K +$840 +9 +0.2%
SWIM
2758
Smallwood Wealth Investment Management
New Jersey
$337K
AGA
2759
Arkos Global Advisors
Texas
$337K -$12K -128 -3%
TFA
2760
Toth Financial Advisory
Virginia
$337K +$294K +3,150 +522%
CWM
2761
Centurion Wealth Management
Virginia
$337K
OIS
2762
OneAscent Investment Solutions
Alabama
$336K +$349K +3,739 New
BB
2763
Bell Bank
North Dakota
$335K -$634K -6,786 -64%
SWM
2764
Seed Wealth Management
Illinois
$335K
HA
2765
Huntleigh Advisors
Missouri
$335K -$755K -8,090 -68%
BWA
2766
Burt Wealth Advisors
Maryland
$335K -$149K -1,600 -30%
JEST
2767
JTC Employer Solutions Trustee
Jersey
$334K
SCP
2768
Seizert Capital Partners
Michigan
$334K
VV
2769
Verity & Verity
South Carolina
$334K -$113K -1,211 -25%
HBFP
2770
Henderson Brothers Financial Partners
Pennsylvania
$334K +$296K +3,170 New
GSIAS
2771
Garden State Investment Advisory Services
New Jersey
$334K +$346K +3,707 New
MWA
2772
Muirfield Wealth Advisors
North Carolina
$333K +$2.71K +29 +0.8%
LSA
2773
Lansing Street Advisors
Pennsylvania
$332K -$37.4K -401 -10%
GP
2774
Greenline Partners
New York
$332K +$11.6K +124 +3%
MQWP
2775
Morey & Quinn Wealth Partners
Nebraska
$332K +$8.68K +93 +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.