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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
FDW
3251
Fourth Dimension Wealth
Ohio
$97.3K +$14K +150 +16%
CIM
3252
Contravisory Investment Management
Massachusetts
$97.2K +$101K +1,083 New
FWM
3253
FSA Wealth Management
Massachusetts
$96.1K -$15.1K -162 -13%
AWM
3254
Activest Wealth Management
Florida
$95.5K +$66.4K +711 +201%
BA
3255
Bellwether Advisors
Nebraska
$95K
EPIMS
3256
Evelyn Partners Investment Management Services
$95K
CFP
3257
Comprehensive Financial Planning
Pennsylvania
$94.5K -$93 -1 -0.1%
MC
3258
Montag & Caldwell
Georgia
$94.4K
FG
3259
Fairman Group
Pennsylvania
$93.3K -$48.4K -518 -36%
CA
3260
Centerpoint Advisors
Massachusetts
$93K -$43.5K -466 -31%
SFA
3261
Semmax Financial Advisors
North Carolina
$91.2K +$1.12K +12 +1%
CNBT
3262
Cornerstone National Bank & Trust
Illinois
$89.8K
DF
3263
DecisionPoint Financial
Arizona
$89.8K
SCB
3264
Saudi Central Bank
Saudi Arabia
$89.3K +$92.9K +995 New
HFS
3265
Hughes Financial Services
Virginia
$88.2K +$94.5K +1,012 New
IHWM
3266
Iron Horse Wealth Management
Iowa
$88.1K +$44.9K +481 +96%
UIA
3267
Ulland Investment Advisors
Minnesota
$88K
OAJ
3268
Ogorek Anthony Joseph
New York
$88K +$73.7K +789 +403%
CW
3269
Curio Wealth
Maryland
$86.9K -$81.4K -872 -100%
PWM
3270
Proathlete Wealth Management
Florida
$85.9K +$89.3K +956 New
HFS
3271
Hopwood Financial Services
Virginia
$85.2K -$10.8K -116 -11%
STB
3272
S&T Bank
Pennsylvania
$82.9K +$22.5K +241 +35%
NA
3273
Nordwand Advisors
Pennsylvania
$82.7K
CWA
3274
Carolina Wealth Advisors
South Carolina
$82K -$1.21K -13 -1%
DPW
3275
DiNuzzo Private Wealth
Pennsylvania
$81.1K -$1.03K -11 -1%

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.