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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
HIW
3301
Holos Integrated Wealth
Pennsylvania
$61.1K
BAM
3302
Bellevue Asset Management
Washington
$60.6K +$280 +3 +0.4%
Q1WB
3303
Quest 10 Wealth Builders
Virginia
$57.6K +$1.21K +13 +2%
RJA
3304
Ross\Johnson & Associates
Minnesota
$57.5K +$1.68K +18 +3%
PWM
3305
Parkworth Wealth Management
California
$56.8K +$467 +5 +0.8%
GG
3306
Gleason Group
Kentucky
$56.6K +$467 +5 +0.8%
OWP
3307
ORG Wealth Partners
Texas
$55.2K +$53.7K +575 +1,027%
BHWM
3308
Beaird Harris Wealth Management
Texas
$54K -$16K -171 -22%
CCM
3309
Copeland Capital Management
Pennsylvania
$53.9K
MWM
3310
Mascoma Wealth Management
New Hampshire
$53.2K -$18.1K -194 -25%
RBC
3311
Roble Belko & Company
Pennsylvania
$52K +$23.4K +251 +77%
EF
3312
Elite Financial
Idaho
$51K +$53.3K +571 New
AAG
3313
Accordant Advisory Group
Maryland
$50.5K
FFWM
3314
Future Financial Wealth Management
Ohio
$49.6K -$4.67K -50 -8%
CAWM
3315
Capital A Wealth Management
Pennsylvania
$49.4K -$39.3K -421 -43%
MAFA
3316
MJT & Associates Financial Advisory
Minnesota
$48.1K +$50K +536 New
FWP
3317
Fiduciary Wealth Partners
Massachusetts
$47.8K +$49.8K +533 New
T
3318
Transce3nd
Texas
$46.2K -$41.5K -444 -46%
RAM
3319
Riggs Asset Management
Pennsylvania
$45.7K
GCM
3320
GKV Capital Management
California
$44.9K -$32.7K -350 -41%
DWA
3321
Dougherty Wealth Advisers
Minnesota
$44.9K
MSWA
3322
Marshall & Sterling Wealth Advisors
New York
$44.5K +$5.23K +56 +13%
RDFA
3323
Ritter Daniher Financial Advisory
Ohio
$42.8K
MFT
3324
Moisand Fitzgerald Tamayo
Florida
$41.8K
MAS
3325
MPWM Advisory Solutions
Georgia
$40.9K +$93 +1 +0.2%

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.