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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
CBOR
3126
Community Bank of Raymore
Missouri
$216K -$18.7K -200 -8%
SWMG
3127
Stillwater Wealth Management Group
Florida
$216K -$2.33K -25 -1%
MCG
3128
McCollum Christoferson Group
New York
$215K -$86.4K -925 -28%
SA
3129
Shilanski & Associates
Alaska
$215K +$224K +2,400 New
NAG
3130
Northstar Advisory Group
New Jersey
$215K -$18.3K -196 -8%
OP
3131
ORG Partners
Indiana
$215K -$215K -2,298 -48%
Cohen & Steers
3132
Cohen & Steers
New York
$215K -$66.2K -709 -23%
GBWM
3133
Granite Bay Wealth Management
New Hampshire
$215K +$15.6K +167 +7%
RRCM
3134
Rappaport Reiches Capital Management
Illinois
$214K +$17.2K +184 +8%
MWP
3135
Meridian Wealth Partners
Pennsylvania
$213K -$55.4K -593 -20%
VFG
3136
Valley Financial Group
Pennsylvania
$213K -$1.87K -20 -0.8%
TCM
3137
TD Capital Management
Tennessee
$212K +$14.9K +160 +7%
GP
3138
Guardian Partners
Canada
$212K
FC
3139
Farringdon Capital
United Kingdom
$212K +$221K +2,364 New
HIS
3140
Harvest Investment Services
Illinois
$212K +$10.9K +117 +5%
MAG
3141
MRA Advisory Group
New Jersey
$211K -$121K -1,294 -35%
BA
3142
Ballast Advisors
Minnesota
$211K -$4.76K -51 -2%
OBWP
3143
O'Brien Wealth Partners
Massachusetts
$211K +$23.3K +250 +12%
YWM
3144
Yukon Wealth Management
Kansas
$211K +$219K +2,349 New
MW
3145
Members Wealth
Pennsylvania
$211K -$45.1K -483 -17%
SFS
3146
Symphony Financial Services
Ohio
$210K +$219K +2,342 New
GWM
3147
Gitterman Wealth Management
New Jersey
$210K +$1.77K +19 +0.8%
ES
3148
ETF Store
Kansas
$210K +$934 +10 +0.4%
FPWM
3149
FSB Premier Wealth Management
Iowa
$210K +$5.32K +57 +2%
EBWM
3150
Eagle Bluffs Wealth Management
Missouri
$210K +$6.35K +68 +3%

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.