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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
CMI
2851
Clare Market Investments
Texas
$306K -$101K -1,077 -24%
LIA
2852
Lynx Investment Advisory
District of Columbia
$306K +$32.1K +344 +11%
WI
2853
WBI Investments
New Jersey
$305K +$317K +3,395 New
OWA
2854
ORBA Wealth Advisors
Illinois
$304K
RC
2855
Rovin Capital
Arizona
$304K +$42.9K +460 +16%
USWIA
2856
UP Strategic Wealth Investment Advisors
Pennsylvania
$303K +$19K +204 +6%
VC
2857
Veracity Capital
Georgia
$303K -$66.7K -714 -17%
GFG
2858
Greenberg Financial Group
Arizona
$302K +$235K +2,512 New
FGWP
2859
Founders Grove Wealth Partners
Virginia
$302K +$7.38K +79 +2%
CWS
2860
Cypress Wealth Services
California
$301K -$26.1K -280 -8%
RPGNY
2861
Retirement Planning Group (New York)
New York
$301K -$8.31K -89 -3%
CCP
2862
Carmel Capital Partners
California
$301K +$4.48K +48 +1%
FAG
2863
Fortitude Advisory Group
Washington
$301K -$231K -2,474 -39%
AWM
2864
AllSquare Wealth Management
New York
$301K
SAW
2865
Signal Advisors Wealth
Michigan
$300K +$34.6K +371 +12%
FCFC
2866
First Commonwealth Financial Corp
Pennsylvania
$300K -$18.3K -196 -6%
PPW
2867
Pasadena Private Wealth
California
$299K -$16.3K -175 -5%
KCM
2868
KRS Capital Management
Michigan
$299K -$28.7K -307 -8%
WWC
2869
Waypoint Wealth Counsel
Georgia
$299K +$30.1K +322 +11%
FCG
2870
Fielder Capital Group
Tennessee
$298K -$58.2K -623 -16%
MGWM
2871
Marks Group Wealth Management
Minnesota
$298K -$560 -6 -0.2%
BF
2872
Brucke Financial
Indiana
$298K +$41.8K +448 +15%
BFG
2873
Birch Financial Group
New Hampshire
$297K +$33.3K +357 +12%
AA
2874
Alpha Advisors
Virginia
$297K -$7.28K -78 -2%
SIAG
2875
Safeguard Investment Advisory Group
California
$297K +$308K +3,302 New

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.