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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
CWC
2826
Carolinas Wealth Consulting
North Carolina
$314K +$2.15K +23 +0.7%
PBF
2827
Petix & Botte Financial
California
$314K
SL
2828
Summitry LLC
California
$314K +$28.1K +301 +9%
ALC
2829
Alexander Labrunerie & Co
Missouri
$314K +$373 +4 +0.1%
MFWP
2830
Mosaic Family Wealth Partners
Missouri
$313K -$87.5K -937 -21%
PRTG
2831
Post Resch Tallon Group
New York
$313K -$7.47K -80 -2%
OCPWS
2832
One Charles Private Wealth Services
Massachusetts
$312K +$7.28K +78 +2%
GC
2833
Gibson Capital
Pennsylvania
$312K +$17.7K +190 +6%
ACM
2834
Argent Capital Management
Missouri
$312K -$650K -6,965 -67%
SF
2835
Strategent Financial
Virginia
$312K -$11.7K -125 -3%
LSA
2836
Lion Street Advisors
Texas
$311K +$280 +3 +0.1%
ACA
2837
Affinity Capital Advisors
California
$311K -$4.67K -50 -1%
PS
2838
Planned Solutions
California
$311K -$9.34K -100 -3%
MWM
2839
MBE Wealth Management
Wisconsin
$311K +$2.99K +32 +0.9%
HFA
2840
High Falls Advisors
New York
$310K +$5.13K +55 +2%
TAM
2841
Taurus Asset Management
New York
$310K
WAM
2842
Wallington Asset Management
Indiana
$310K
BI
2843
Ballast Inc
Kentucky
$309K
FMP
2844
Financial Management Professionals
Texas
$309K -$36.1K -387 -10%
FPGK
2845
Financial Partners Group (Kansas)
Kansas
$308K -$38.4K -411 -11%
SW
2846
SkyOak Wealth
Michigan
$308K +$93 +1 +0%
TIM
2847
Tortoise Investment Management
New York
$308K -$23.3K -250 -7%
FFO
2848
Fortitude Family Office
Arizona
$307K -$70.1K -751 -18%
BBA
2849
Baader Bank Aktiengesellschaft
Germany
$307K +$120K +1,285 +53%
FSG
2850
Financial Strategies Group
Michigan
$307K +$373 +4 +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.