We are live on ! Find out more

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
GPWM
2976
Grant Private Wealth Management
California
$260K -$70.1K -751 -21%
TW
2977
Traveka Wealth
California
$260K -$32K -343 -11%
BBA
2978
Braun-Bostich & Associates
Pennsylvania
$259K +$560 +6 +0.2%
CA
2979
Claris Advisors
Missouri
$259K +$17.5K +187 +7%
YWS
2980
Yarger Wealth Strategies
Ohio
$259K +$32.3K +346 +14%
SNBOSCI
2981
Security National Bank of Sioux City Iowa
Iowa
$259K -$8.03K -86 -3%
MPW
2982
Magnolia Private Wealth
Pennsylvania
$259K +$27.8K +298 +12%
ACC
2983
Acorn Creek Capital
Colorado
$258K -$123K -1,314 -31%
GAM
2984
Grandview Asset Management
Pennsylvania
$257K +$187 +2 +0.1%
OPCM
2985
Osborne Partners Capital Management
California
$257K +$560 +6 +0.2%
PIA
2986
Panoramic Investment Advisors
Colorado
$256K
FWA
2987
Flagship Wealth Advisors
Massachusetts
$256K
CCAM
2988
Cascades Capital Asset Management
North Carolina
$255K -$92.6K -992 -26%
WF
2989
Womack Financial
Texas
$255K -$3.27K -35 -1%
HBT
2990
Hills Bank & Trust
Iowa
$255K -$4.39K -47 -2%
AWA
2991
Amplius Wealth Advisors
Pennsylvania
$255K +$7.84K +84 +3%
AR
2992
Apeiron RIA
Texas
$255K -$26.8K -287 -9%
FFG
2993
Fortress Financial Group
Minnesota
$254K +$265K +2,835 New
CPA
2994
Capital Performance Advisors
California
$254K +$264K +2,827 New
IW
2995
Instrumental Wealth
Florida
$254K -$31.7K -340 -10%
WTFG
2996
Wells Trecaso Financial Group
Ohio
$253K
WIM
2997
Westside Investment Management
California
$253K +$7.84K +84 +3%
BBW
2998
Blue Barn Wealth
Utah
$253K -$11.5K -123 -4%
MCA
2999
Maryland Capital Advisors
Maryland
$253K
FCM
3000
Firestone Capital Management
Florida
$253K -$109K -1,170 -29%

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.