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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
HC
3276
Hoese & Co
Minnesota
$81K -$29.5K -316 -26%
1IA
3277
1620 Investment Advisors
Massachusetts
$79.4K
IA
3278
IFS Advisors
Kansas
$78.6K +$7.38K +79 +10%
SIC
3279
SJS Investment Consulting
Ohio
$78.4K -$1.21K -13 -1%
RFG
3280
REAP Financial Group
Texas
$76.6K +$38.5K +412 +93%
DWM
3281
Dogwood Wealth Management
Kansas
$76.2K +$1.96K +21 +3%
CF
3282
Conquis Financial
California
$76.1K -$4.39K -47 -5%
DWS
3283
Dynamic Wealth Strategies
California
$75.8K +$78.9K +845 New
GWMI
3284
Guardian Wealth Management (Illinois)
Illinois
$73.4K -$93 -1 -0.1%
CWM
3285
Centricity Wealth Management
Ohio
$72.6K +$2.33K +25 +3%
RF
3286
Robinswood Financial
Washington
$71.3K +$54K +578 +268%
SO
3287
Sierra Ocean
California
$70.8K -$33.7K -361 -31%
LFASL
3288
Lugano Financial Advisors SA (LFA)
Switzerland
$70.7K
SCA
3289
Stuart Chaussee & Associates
California
$69.1K
MSWM
3290
Mowery & Schoenfeld Wealth Management
Illinois
$68.2K -$2.89K -31 -4%
PWA
3291
Principia Wealth Advisory
Texas
$68.2K +$1.12K +12 +1%
RWS
3292
Retirement Wealth Solutions
Wisconsin
$66.6K +$8.59K +92 +14%
HIIFS
3293
Harel Insurance Investments & Financial Services
Israel
$66K -$40.1K -430 -37%
AP
3294
Atwood & Palmer
Missouri
$65.5K
VIS
3295
Vega Investment Solutions
France
$65.3K +$68K +728 New
BGA
3296
Battery Global Advisors
Massachusetts
$65K
RFS
3297
Richardson Financial Services
Massachusetts
$63.5K -$24.4K -261 -27%
WAG
3298
Wiser Advisor Group
Arizona
$63.2K +$467 +5 +0.7%
AP
3299
Aspect Partners
Virginia
$62.8K -$2.33K -25 -3%
RCA
3300
Runnymede Capital Advisors
Ohio
$62.2K -$1.77K -19 -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.