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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
GCIA
2951
Gabelli & Co Investment Advisers
New York
$269K +$280K +3,000 New
SDWMA
2952
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K -$46.1K -494 -14%
SPWM
2953
Schrum Private Wealth Management
Florida
$269K -$24.3K -260 -8%
SXL
2954
Summit X LLC
Missouri
$269K -$23.1K -247 -8%
WAAG
2955
Wealth Alliance Advisory Group
Kansas
$269K -$11.7K -125 -4%
PFG
2956
Prospect Financial Group
Virginia
$268K +$40.1K +430 +17%
LI
2957
LifeWealth Investments
Florida
$268K +$35.5K +380 +15%
CRI
2958
Colonial River Investments
Virginia
$268K -$433K -4,639 -61%
EC
2959
EdgeRock Capital
Colorado
$268K -$27.7K -297 -9%
ODIJL
2960
One Day In July LLC
Vermont
$268K -$56.6K -606 -17%
MAA
2961
Matrix Asset Advisors
New York
$264K +$7.84K +84 +3%
VFP
2962
Verus Financial Partners
Virginia
$264K -$6.91K -74 -2%
EWM
2963
EPG Wealth Management
Georgia
$264K -$7.84K -84 -3%
IIM
2964
Illumine Investment Management
Washington
$264K
BF
2965
Brogan Financial
Tennessee
$263K +$274K +2,932 New
IFU
2966
iSAM Funds (UK)
United Kingdom
$263K +$274K +2,931 New
PPC
2967
Park Place Capital
Alabama
$263K -$209K -2,234 -43%
AWA
2968
AGH Wealth Advisors
Kansas
$263K -$35K -375 -11%
AAG
2969
Armstrong Advisory Group
Massachusetts
$262K
KW
2970
KWB Wealth
California
$262K +$1.31K +14 +0.5%
RC
2971
Reik & Co
New York
$262K
BTWM
2972
Brass Tax Wealth Management
Ohio
$261K +$3.55K +38 +1%
TWM
2973
TriaGen Wealth Management
California
$261K
KWM
2974
Kaydan Wealth Management
Michigan
$261K
PAG
2975
Powers Advisory Group
Illinois
$261K +$23.8K +255 +10%

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.