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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
QCIG
3101
Quad-Cities Investment Group
Iowa
$224K -$3.92K -42 -2%
FAM
3102
Forte Asset Management
New York
$224K +$231K +2,475 New
FIA
3103
FNY Investment Advisers
New York
$224K +$233K +2,500 New
KWA
3104
Kellett Wealth Advisors
Ohio
$224K
SAM
3105
Smithbridge Asset Management
Pennsylvania
$223K +$232K +2,489 New
CHA
3106
Cooper/Haims Advisors
New York
$223K -$1.31K -14 -0.6%
IAG
3107
Investment Advisory Group
Massachusetts
$223K -$3.36K -36 -1%
EWM
3108
Endowment Wealth Management
Wisconsin
$223K +$17.6K +188 +8%
LWM
3109
LJI Wealth Management
Indiana
$223K
AWS
3110
Arkfeld Wealth Strategies
Nebraska
$222K +$373 +4 +0.1%
NCM
3111
Northside Capital Management
Oregon
$222K -$28K -300 -11%
BIM
3112
Breakwater Investment Management
Washington
$221K
MWM
3113
Marion Wealth Management
Pennsylvania
$220K -$2.19M -23,480 -91%
MS
3114
Marshall & Sullivan
Washington
$220K
SFM
3115
Signet Financial Management
New Jersey
$220K -$5.79K -62 -2%
DBRC
3116
D.B. Root & Company
Pennsylvania
$219K -$88.6K -949 -28%
BDL
3117
Banque de Luxembourg
Luxembourg
$219K +$9.43K +101 +4%
AC
3118
ASB Consultores
Florida
$218K +$18.3K +196 +9%
IWM
3119
Integris Wealth Management
California
$218K -$2.61K -28 -1%
EM
3120
ELCO Management
New York
$217K -$32.7K -350 -13%
WAOI
3121
Wealth Advisors of Iowa
Iowa
$217K +$1.49K +16 +0.7%
CWM
3122
Cherrydale Wealth Management
New Jersey
$216K +$5.04K +54 +2%
AWM
3123
Abound Wealth Management
Tennessee
$216K +$136K +1,455 +152%
SWA
3124
ShankerValleau Wealth Advisors
Illinois
$216K
RPCA
3125
Running Point Capital Advisors
California
$216K +$225K +2,405 New

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.