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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
B
3201
Birchbrook
Maine
$159K -$18.7K -200 -10%
CPBTD
3202
Central Pacific Bank - Trust Division
Hawaii
$157K -$2.02M -21,643 -93%
BWM
3203
Bernard Wealth Management
Michigan
$152K +$8.59K +92 +6%
IWP
3204
IAG Wealth Partners
Wisconsin
$152K -$14K -150 -8%
PC
3205
Promethos Capital
Massachusetts
$150K
PWA
3206
Provenance Wealth Advisors
Florida
$149K -$477K -5,110 -75%
SL
3207
Salomon & Ludwin
Virginia
$147K -$6.35K -68 -4%
TFA
3208
Transamerica Financial Advisors
Florida
$147K -$2.24K -24 -1%
1NWS
3209
1 North Wealth Services
Maryland
$146K -$46.7K -500 -24%
FNWM
3210
Financial Network Wealth Management
Utah
$144K +$149K +1,600 New
FCT
3211
First Community Trust
Iowa
$141K
FAM
3212
Flaharty Asset Management
Florida
$141K -$91.3K -978 -38%
EWP
3213
Elevation Wealth Partners
California
$140K +$373 +4 +0.3%
EPW
3214
Evergreen Private Wealth
Colorado
$139K
CWP
3215
Concord Wealth Partners
Virginia
$137K -$1.99M -21,280 -93%
VWA
3216
VSM Wealth Advisory
Maryland
$136K +$187 +2 +0.1%
SRCM
3217
Signature Resources Capital Management
California
$132K
WA
3218
Whipplewood Advisors
Colorado
$130K -$18.8K -201 -13%
PA
3219
PSI Advisors
Florida
$125K -$118K -1,262 -47%
CFS
3220
CGC Financial Services
Oregon
$125K
SC
3221
Stephens Consulting
Michigan
$123K -$7.66K -82 -6%
CTWM
3222
Cherry Tree Wealth Management
Minnesota
$120K +$8.12K +87 +7%
SVWA
3223
Sarver Vrooman Wealth Advisors
Missouri
$120K +$124K +1,333 New
TVWM
3224
Tower View Wealth Management
Wisconsin
$120K +$1.03K +11 +0.8%
GFL
3225
Granite FO LLC
New Hampshire
$118K

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.