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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
FIM
2901
FWL Investment Management
Texas
$287K -$1.1M -11,766 -79%
AWM
2902
Alterna Wealth Management
Texas
$286K +$96.5K +1,034 +48%
JWM
2903
JPL Wealth Management
Colorado
$286K -$102K -1,089 -25%
CIC
2904
Chilton Investment Company
Connecticut
$286K -$2.11M -22,563 -88%
MPM
2905
MBB Public Markets
Illinois
$285K +$296K +3,174 New
FCIM
2906
Fairview Capital Investment Management
California
$284K
WQ
2907
Wealth Quarterback
New Jersey
$284K -$9.8K -105 -3%
OWA
2908
Opal Wealth Advisors
New York
$283K +$4.39K +47 +2%
SWM
2909
Salvus Wealth Management
New Jersey
$283K -$876K -9,386 -75%
CWM
2910
Cahaba Wealth Management
Georgia
$283K +$11.1K +119 +4%
GJIA
2911
Glass Jacobson Investment Advisors
Maryland
$283K
BCG
2912
Bravias Capital Group
New Jersey
$282K -$10.4K -111 -3%
LFA
2913
Laraway Financial Advisors
Minnesota
$282K -$23.3K -250 -7%
HA
2914
Harfst & Associates
Wyoming
$282K -$39.7K -425 -12%
JCM
2915
Jacobsen Capital Management
Utah
$281K -$43.4K -465 -13%
TWA
2916
Talisman Wealth Advisors
New Jersey
$281K +$5.42K +58 +2%
PSB
2917
Piscataqua Savings Bank
New Hampshire
$280K -$9.52K -102 -3%
NC
2918
North Capital
Utah
$279K +$290K +3,108 New
DWP
2919
Destiny Wealth Partners
Florida
$279K -$57K -610 -16%
KIA
2920
Knollwood Investment Advisory
Maryland
$278K
GL
2921
Gerber LLC
Ohio
$278K -$10.1K -108 -3%
BAM
2922
Byrne Asset Management
New Jersey
$278K +$289K +3,093 New
RW
2923
Regimen Wealth
Georgia
$278K +$4.48K +48 +2%
PSC
2924
Prentiss Smith & Co
Vermont
$277K
AWC
2925
Adamsbrown Wealth Consultants
Kansas
$277K +$4.86K +52 +2%

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.