We are live on ! Find out more

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
NL
3326
NVWM LLC
Pennsylvania
$40.8K +$934 +10 +2%
FAI
3327
Fiduciary Advisors Inc
Missouri
$40.7K
WAOTB
3328
Wealth Advisors of Tampa Bay
Florida
$40.4K +$42K +450 New
NMG
3329
New Millennium Group
Utah
$40.1K -$560 -6 -1%
FFA
3330
Frazier Financial Advisors
Ohio
$40K
MDA
3331
Minot DeBlois Advisors
Massachusetts
$39.8K -$467 -5 -1%
TTIC
3332
Tower Trust & Investment Company
Iowa
$39.2K +$42.9K +460 New
IUHSA
3333
Itau Unibanco Holding S.A.
Brazil
$39K
SC
3334
Swan Capital
Florida
$38.5K
ACM
3335
Accent Capital Management
Ohio
$38K
HB
3336
Horizon Bancorp
Indiana
$37K -$934K -10,007 -96%
RWML
3337
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$36.8K -$7.84K -84 -17%
HWM
3338
Horizons Wealth Management
North Carolina
$36.2K
LI
3339
Louisbourg Investments
New Brunswick, Canada
$36.1K
JFG
3340
JDM Financial Group
Texas
$35.9K
PCC
3341
Park Circle Company
Maryland
$35.9K
MWM
3342
MorganRosel Wealth Management
Colorado
$35.9K +$37.3K +400 New
HC
3343
Hurley Capital
New York
$35.4K +$93 +1 +0.3%
WPWM
3344
Western Pacific Wealth Management
Illinois
$35.2K
TCM
3345
Tradewinds Capital Management
Washington
$34.7K -$1.03K -11 -3%
WCM
3346
WealthTrak Capital Management
Virginia
$34.6K +$2.8K +30 +8%
FRA
3347
Front Row Advisors
California
$34.2K
CIAS
3348
CBIZ Investment Advisory Services
Ohio
$34K +$20.6K +221 +142%
SAS
3349
Spurstone Advisory Services
Connecticut
$33.6K
VWA
3350
Valued Wealth Advisors
Utah
$33.5K -$4.86K -52 -12%

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.