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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
RFA
2801
RTD Financial Advisors
Pennsylvania
$323K +$2.8K +30 +0.8%
FWP
2802
Forefront Wealth Partners
Texas
$322K -$124K -1,333 -27%
WIA
2803
Wealthedge Investment Advisors
New York
$322K -$42K -450 -11%
IA
2804
Intellus Advisors
Florida
$322K
FUBT
2805
First United Bank & Trust
Maryland
$322K -$2.61K -28 -0.8%
TSW
2806
Three Seasons Wealth
Utah
$321K
NFA
2807
Northwest Financial Advisors
Virginia
$321K +$1.59K +17 +0.5%
GAM
2808
Gould Asset Management
California
$320K +$467 +5 +0.1%
SC
2809
Saiph Capital
New Jersey
$320K +$12K +128 +4%
FPL
2810
Fortress Private Ledger
North Carolina
$320K +$26.6K +285 +9%
CWM
2811
Cranbrook Wealth Management
Michigan
$319K -$295K -3,156 -47%
AWC
2812
Abundance Wealth Counselors
Pennsylvania
$319K -$50K -535 -13%
BFWA
2813
Benchmark Financial Wealth Advisors
Florida
$319K -$108K -1,154 -25%
SL
2814
Sentinus LLC
Illinois
$318K +$1.59K +17 +0.5%
CWA
2815
Clearview Wealth Advisors
Oregon
$318K -$10.6K -113 -3%
GWP
2816
Gateway Wealth Partners
Wisconsin
$317K -$27.4K -294 -8%
PPW
2817
Presilium Private Wealth
Pennsylvania
$316K -$4.67K -50 -1%
ACM
2818
Aspen Capital Management
Idaho
$316K +$329K +3,519 New
VIPI
2819
Vista Investment Partners II
Indiana
$315K -$39.5K -423 -11%
SC
2820
Schubert & Co
Texas
$315K +$61.8K +662 +23%
CAWM
2821
Capital Advisors Wealth Management
Washington
$315K +$15.4K +165 +5%
TC
2822
Truvestments Capital
Florida
$315K -$50.9K -545 -13%
PWM
2823
Partners Wealth Management
California
$315K -$65.4K -700 -17%
EAM
2824
Evanson Asset Management
California
$314K +$20.1K +215 +7%
CIG
2825
Cairn Investment Group
Washington
$314K

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.