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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
HFS
3376
Horizon Financial Services
North Carolina
$22.4K
AFS
3377
Anderson Financial Strategies
Ohio
$22.4K +$23.3K +250 New
CWM
3378
Consultiva Wealth Management
Puerto Rico
$22.4K +$23.3K +250 New
VWWMG
3379
Vermillion & White Wealth Management Group
Pennsylvania
$22.3K
AF
3380
Abound Financial
California
$22.1K +$23K +246 New
TCM
3381
TruNorth Capital Management
Michigan
$21.9K -$6.72K -72 -23%
BFS
3382
Bare Financial Services
Pennsylvania
$21.6K +$2.33K +25 +12%
KWM
3383
Kiker Wealth Management
Georgia
$20.6K +$21.4K +229 New
CWM
3384
Copia Wealth Management
Oregon
$20.4K
RWA
3385
Redmont Wealth Advisors
Illinois
$19.9K +$20.7K +222 New
KOCAA
3386
Knights of Columbus Asset Advisors
Connecticut
$19.5K
FA
3387
Financial Avengers
California
$19.1K -$10.8K -116 -35%
WOC
3388
West Oak Capital
California
$18.1K +$7K +75 +0.4%
PS
3389
Pinney & Scofield
Massachusetts
$18K
CFO
3390
Capitol Family Office
Oregon
$18K +$18.7K +200 New
MBFW
3391
Morton Brown Family Wealth
Pennsylvania
$16.3K +$15.5K +166 +1,038%
EI
3392
eCIO Inc
Wisconsin
$16.2K +$16.8K +180 New
BFP
3393
Briaud Financial Planning
Texas
$16K
PP
3394
PrairieView Partners
Minnesota
$16K +$4.67K +50 +36%
FS
3395
Financially Speaking
Colorado
$15.8K
SIM
3396
Synergy Investment Management
Florida
$15.7K
TWD
3397
True Wealth Design
Ohio
$15.7K -$63.8K -683 -80%
T
3398
Tidemark
California
$15.7K
RVM
3399
Robinson Value Management
Texas
$14.9K
FWA
3400
FSC Wealth Advisors
New York
$13.5K

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.