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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
HP
3176
Haven Private
Florida
$202K -$611K -6,549 -74%
SHWM
3177
Smith & Howard Wealth Management
Georgia
$202K -$10.6K -114 -5%
MW
3178
Maia Wealth
Colorado
$201K -$9.62K -103 -4%
FFA
3179
Fi3 Financial Advisors
Indiana
$201K -$96K -1,028 -31%
CA
3180
Clune & Associates
Illinois
$200K -$2.8K -30 -1%
MFA
3181
McClarren Financial Advisors
Pennsylvania
$200K -$66K -707 -32%
NECFA
3182
New England Capital Financial Advisors
Connecticut
$200K -$16.7K -179 -7%
XC
3183
XY Capital
Hong Kong
$200K +$191K +2,046 +1,156%
PCM
3184
Penserra Capital Management
California
$198K -$590K -6,314 -74%
BBPWM
3185
Blue Bell Private Wealth Management
Pennsylvania
$196K +$3.27K +35 +2%
SIS
3186
Strategic Investment Solutions
Illinois
$195K +$187 +2 +0.1%
PMFA
3187
Plante Moran Financial Advisors
Michigan
$190K -$74.6K -799 -27%
WTFG
3188
Wood Tarver Financial Group
Idaho
$186K
KA
3189
Kozak & Associates
Colorado
$184K -$53.6K -574 -20%
AIM
3190
Arcadia Investment Management
Michigan
$180K
SAM
3191
Sherman Asset Management
California
$176K -$840 -9 -0.5%
IWM
3192
IMG Wealth Management
Florida
$171K -$10.2K -109 -5%
BC
3193
Belmont Capital
California
$168K +$175K +1,877 New
PAG
3194
Paladin Advisory Group
Iowa
$168K
GCM
3195
Goldstream Capital Management
Hong Kong
$166K
PPA
3196
Painted Porch Advisors
California
$166K +$16.4K +176 +11%
NSG
3197
Nalls Sherbakoff Group
Tennessee
$165K +$172K +1,837 New
WFA
3198
Wellspring Financial Advisors
Ohio
$162K -$44.7K -479 -3%
BAM
3199
BOCHK Asset Management
Hong Kong
$160K +$167K +1,787 New
TFGT
3200
TS Financial Group (TSFG)
Illinois
$159K -$182K -1,952 -53%

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.