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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
CA
2776
Carson Advisory
Georgia
$332K -$2.8K -30 -0.8%
UWPG
2777
Ullmann Wealth Partners Group
Florida
$332K +$95.3K +1,021 +38%
WFA
2778
WMG Financial Advisors
Tennessee
$332K -$3.08K -33 -0.9%
GWA
2779
Genesis Wealth Advisors
Massachusetts
$332K
MHR
2780
Matthew Hamilton Rosenberg
$331K +$43.8K +469 +15%
CFS
2781
Cannon Financial Strategists
Georgia
$330K
FFA
2782
Florida Financial Advisors
Florida
$330K -$126K -1,353 -27%
KRW
2783
Kaufman Rossin Wealth
Florida
$330K +$343K +3,676 New
GFWA
2784
Grey Fox Wealth Advisors
Delaware
$330K +$14.7K +157 +5%
IIM
2785
Ironwood Investment Management
Massachusetts
$330K
JF
2786
Joule Financial
Kentucky
$329K -$2.8K -30 -0.8%
CFO
2787
Collective Family Office
Pennsylvania
$329K -$28.9K -309 -8%
PP
2788
PFS Partners
New Jersey
$329K +$2.71K +29 +0.8%
GHA
2789
Granite Harbor Advisors
Texas
$329K +$78.6K +842 +30%
GA
2790
Goldstein Advisors
Wisconsin
$328K +$27.2K +291 +9%
WMWM
2791
Wilkins Miller Wealth Management
Alabama
$328K -$10.3K -110 -3%
RWM
2792
Revisor Wealth Management
Ohio
$327K +$338K +3,623 New
AMCA
2793
Arthur M. Cohen & Associates
Illinois
$327K +$18.7K +200 +6%
BFAG
2794
Blackston Financial Advisory Group
Florida
$327K -$441K -4,724 -56%
MPIA
2795
Mountain Pacific Investment Advisers
Idaho
$327K -$84K -900 -20%
IWN
2796
Independent Wealth Network
Iowa
$327K +$96.4K +1,032 +40%
BWFA
2797
Baltimore-Washington Financial Advisors
Maryland
$326K -$8.03K -86 -2%
SG
2798
Somerset Group
Minnesota
$324K
SCM
2799
Sterneck Capital Management
Missouri
$324K +$130K +1,397 +63%
AA
2800
Aufman Associates
Pennsylvania
$323K

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.