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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
MPM
3051
Meritage Portfolio Management
Kansas
$238K -$4.82M -51,572 -95%
MCM
3052
Mattern Capital Management
Colorado
$238K -$23.8K -255 -9%
RMC
3053
Ring Mountain Capital
California
$237K +$2.52K +27 +1%
LFG
3054
Lockerman Financial Group
California
$237K -$14.9K -160 -6%
SWA
3055
Strategies Wealth Advisors
Michigan
$237K +$246K +2,639 New
EWM
3056
Elmwood Wealth Management
California
$236K -$2.24K -24 -0.9%
BI
3057
Binnacle Investments
Iowa
$236K +$245K +2,625 New
LSWM
3058
Lorne Steinberg Wealth Management
Canada
$235K
OPPS
3059
Obsidian Personal Planning Solutions
Maryland
$235K
BA
3060
Ballew Advisors
Mississippi
$235K -$24.5K -262 -8%
TFP
3061
Triune Financial Partners
Kansas
$235K +$29.2K +313 +14%
B
3062
Bellecapital
Switzerland
$235K +$25.7K +275 +12%
AWA
3063
Aletheian Wealth Advisors
Washington
$235K +$244K +2,614 New
MGWA
3064
Monument Group Wealth Advisors
Massachusetts
$234K +$7.19K +77 +3%
NJBEST
3065
New Jersey Better Educational Savings Trust
New Jersey
$234K
NWM
3066
Northwest Wealth Management
Iowa
$234K -$8.31K -89 -3%
NFTC
3067
North Forty Two & Co
Oregon
$233K -$1.4K -15 -0.6%
KPP
3068
Kings Path Partners
Texas
$233K
LRIC
3069
Long Road Investment Counsel
Michigan
$233K +$243K +2,600 New
JTWM
3070
Jackson Thornton Wealth Management
Alabama
$233K +$55.6K +596 +25%
FA
3071
Fagan Associates
New York
$233K +$18.7K +200 +8%
API
3072
Asset Planning Inc
California
$233K -$27.7K -297 -10%
MWPCG
3073
Measured Wealth Private Client Group
New Hampshire
$233K -$95.7K -1,025 -28%
RPA
3074
Redwood Park Advisors
California
$232K -$187 -2 -0.1%
BWMG
3075
Barnes Wealth Management Group
California
$232K +$24.3K +260 +11%

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.