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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
SP
3076
Symmetry Partners
Connecticut
$232K +$16.1K +172 +7%
MWA
3077
Motive Wealth Advisors
Michigan
$231K -$45.4K -486 -16%
VFG
3078
Victory Financial Group
Texas
$231K +$234K +2,511 New
CCG
3079
Catalina Capital Group
California
$231K -$724K -7,753 -75%
PSFG
3080
Park Square Financial Group
Georgia
$230K -$111K -1,185 -32%
CPG
3081
Cornerstone Planning Group
New Jersey
$230K +$74.8K +801 +38%
AIIMS
3082
Analyst IMS Investment Management Services
Israel
$230K -$559K -5,985 -70%
C
3083
Covestor
United Kingdom
$229K +$5.42K +58 +2%
RB
3084
Renasant Bank
Mississippi
$229K -$183K -1,962 -43%
SGI
3085
Swan Global Investments
Colorado
$229K +$238K +2,548 New
OKSA
3086
O'Keefe Stevens Advisory
New York
$228K -$109K -1,172 -32%
AMM
3087
American Money Management
California
$228K +$5.13K +55 +2%
ACM
3088
Academy Capital Management
Texas
$228K
PPC
3089
Pennington Partners & Co
Maryland
$227K -$87K -932 -27%
PCM
3090
Payne Capital Management
New York
$227K -$52.5K -562 -18%
TCOO
3091
Trust Company of Oklahoma
Oklahoma
$227K -$89.4K -958 -27%
BW
3092
BXM Wealth
Colorado
$227K
PCFFS
3093
Pacific Center for Financial Services
California
$227K
AWM
3094
AAF Wealth Management
Massachusetts
$227K +$20.3K +217 +9%
BWM
3095
BlackDiamond Wealth Management
New York
$226K -$156K -1,666 -36%
PHWM
3096
Pine Harbor Wealth Management
Maryland
$226K +$840 +9 +0.4%
SFS
3097
Security Financial Services
Indiana
$226K +$6.26K +67 +3%
SPI
3098
Santori & Peters Inc
Pennsylvania
$225K -$5.42K -58 -2%
ICA
3099
Infrastructure Capital Advisors
New York
$225K -$247K -2,646 -51%
III
3100
Independent Investors Inc
New York
$224K

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.