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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
IPW
3001
Intergy Private Wealth
Colorado
$252K -$87.7K -939 -25%
ANB
3002
Amarillo National Bank
Texas
$252K -$35.5K -380 -12%
HCM
3003
Harvey Capital Management
Florida
$251K
PFA
3004
Pathway Financial Advisors
Vermont
$251K +$8.87K +95 +4%
MWM
3005
MinichMacGregor Wealth Management
New York
$251K -$32.7K -350 -11%
PWMG
3006
Private Wealth Management Group
New Jersey
$251K -$51.1K -547 -16%
IRAG
3007
Investment Research & Advisory Group
Georgia
$251K +$31.4K +336 +14%
AF
3008
AGP Franklin
Tennessee
$251K -$7.47K -80 -2%
CG
3009
CFO4Life Group
Texas
$251K +$15.6K +167 +6%
BWA
3010
BlueChip Wealth Advisors
Georgia
$251K
BSAM
3011
Blue Square Asset Management
New York
$251K
WAM
3012
Walker Asset Management
Missouri
$250K +$5.04K +54 +2%
TM
3013
TigerOak Management
New Mexico
$250K -$61.2K -656 -19%
OFO
3014
OneAscent Family Office
Alabama
$250K +$24.5K +262 +10%
MS
3015
Maven Securities
Jersey
$250K +$7.47K +80 +3%
HGA
3016
Hobbs Group Advisors
South Carolina
$250K -$95.3K -1,021 -27%
TFP
3017
Tilia Fiduciary Partners
North Carolina
$249K +$259K +2,778 New
CWM
3018
Crowley Wealth Management
Delaware
$249K +$1.87K +20 +0.7%
KFG
3019
Kelly Financial Group
Connecticut
$249K +$6.26K +67 +2%
OPOWM
3020
One Plus One Wealth Management
Florida
$248K -$18.7K -200 -7%
GRQ
3021
Gardner Russo & Quinn
Pennsylvania
$248K -$15.2K -163 -6%
DA
3022
Dillon & Associates
Michigan
$248K -$26.8K -287 -9%
FNBSF
3023
First National Bank Sioux Falls
South Dakota
$247K -$373 -4 -0.1%
KBFS
3024
Kohmann Bosshard Financial Services
Ohio
$247K -$10.3K -110 -4%
CCM
3025
Chickasaw Capital Management
Tennessee
$247K

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.