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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
CJ
2876
Caitlin John
Michigan
$296K -$44.3K -474 -13%
HP
2877
Highlander Partners
Texas
$296K
GWSG
2878
GPS Wealth Strategies Group
Colorado
$296K -$15.3K -164 -5%
NFW
2879
Noble Family Wealth
Florida
$295K
CGH
2880
CMG Global Holdings
Texas
$295K -$65.5K -702 -16%
VP
2881
Verum Partners
North Carolina
$294K -$10.2K -109 -3%
SA
2882
Sovran Advisors
California
$294K +$9.24K +99 +3%
DBIA
2883
Dumont & Blake Investment Advisors
New Jersey
$294K -$2.61K -28 -0.8%
SIA
2884
SGL Investment Advisors
Montana
$293K +$78.2K +838 +28%
FZCM
2885
Flynn Zito Capital Management
New York
$292K -$37.7K -404 -11%
M
2886
Mirova
France
$292K
PCMM
2887
Piedmont Capital Management (Montana)
Montana
$292K +$187 +2 +0.1%
HPM
2888
Hoxton Planning & Management
West Virginia
$291K -$85.8K -919 -22%
FG
2889
Foster Group
Iowa
$291K +$60.4K +647 +25%
TWM
2890
Tradition Wealth Management
Minnesota
$291K +$1.68K +18 +0.6%
OCM
2891
Objective Capital Management
Ohio
$291K -$124K -1,324 -29%
BGAI
2892
Bruce G. Allen Investments
Colorado
$290K +$6.07K +65 +2%
SGCA
2893
Steel Grove Capital Advisors
Tennessee
$290K -$11.2K -120 -4%
VBCG
2894
Valley Brook Capital Group
Pennsylvania
$290K -$147K -1,574 -33%
AGC
2895
Aspen Grove Capital
Colorado
$289K -$10.1K -108 -3%
PFWA
2896
Paces Ferry Wealth Advisors
Georgia
$289K -$20.6K -221 -6%
WA
2897
Waterford Advisors
New York
$288K
PWM
2898
Penobscot Wealth Management
Maine
$288K +$35.5K +380 +13%
HBCM
2899
Heron Bay Capital Management
Michigan
$287K +$107K +1,147 +56%
HCP
2900
Holt Capital Partners
Texas
$287K -$182K -1,950 -38%

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.