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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
AWM
3151
Accredited Wealth Management
Kentucky
$210K -$10.3K -110 -5%
S
3152
Sunpointe
Missouri
$209K -$92.1K -986 -30%
CWM
3153
C2C Wealth Management
Arizona
$209K -$2.33K -25 -1%
AW
3154
Avion Wealth
Texas
$209K
SA
3155
Skyline Advisors
Washington
$209K -$3.92K -42 -2%
WA
3156
Wealthstream Advisors
New York
$208K +$8.03K +86 +4%
TS
3157
Tamar Securities
California
$208K +$5.51K +59 +3%
HCM
3158
Hilton Capital Management
New York
$207K -$3.81M -40,792 -95%
BL
3159
Balentine LLC
Georgia
$207K -$65.4K -700 -23%
TIA
3160
Trust Investment Advisors
Indiana
$207K +$215K +2,301 New
OAS
3161
Optivise Advisory Services
Tennessee
$206K -$5.23K -56 -2%
BCM
3162
Blume Capital Management
California
$206K
IIM
3163
InTrack Investment Management
Vermont
$206K -$312K -3,347 -59%
GWA
3164
Geometric Wealth Advisors
District of Columbia
$206K -$2.52K -27 -1%
BAM
3165
Bosun Asset Management
Illinois
$206K +$8.78K +94 +4%
RF
3166
Rossby Financial
Florida
$205K -$15.3K -164 -6%
MCAI
3167
Members Capital Advisors Inc
Wisconsin
$205K
BCM
3168
Brown Capital Management
Maryland
$204K -$166K -1,780 -44%
PCG
3169
PFC Capital Group
California
$204K -$109K -1,166 -34%
DSN
3170
D. Scott Neal
Kentucky
$204K
SIG
3171
Spinnaker Investment Group
California
$204K +$212K +2,269 New
SA
3172
SRH Advisors
Kansas
$203K
BMM
3173
Berkshire Money Management
Massachusetts
$203K +$211K +2,264 New
SNBOSD
3174
Security National Bank of So Dak
Iowa
$202K -$6.16K -66 -3%
DIM
3175
DLK Investment Management
California
$202K

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.