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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
CCM
3401
Cloud Capital Management
Washington
$13K +$13.9K +149 New
PA
3402
Pineridge Advisors
Missouri
$12.8K -$68K -728 -84%
FW
3403
Fairway Wealth
Ohio
$12.7K -$60.8K -651 -82%
PG
3404
Proffitt & Goodson
Tennessee
$12.4K
EPAM
3405
Evelyn Partners Asset Management
$12.2K
GIS
3406
Grayhawk Investment Strategies
Alberta, Canada
$12K
LIA
3407
Luken Investment Analytics
Tennessee
$12K
GWSA
3408
Global Wealth Strategies & Associates
Colorado
$10.7K
IMC
3409
Investment Management Corporation
Virginia
$10.6K -$6.26K -67 -36%
KFGG
3410
Keystone Financial Group (Georgia)
Georgia
$10.1K -$128K -1,371 -91%
1L
3411
10Elms LLP
Oklahoma
$9.96K -$7.75K -83 -43%
CJH
3412
Christopher J. Hasenberg
Wisconsin
$9.93K +$5.88K +63 +124%
SVCP
3413
Silicon Valley Capital Partners
California
$9.72K -$2.24K -24 -18%
CFG
3414
CKW Financial Group
Hawaii
$9K
CCM
3415
Campbell Capital Management
Florida
$8.98K
MWA
3416
Miller Wealth Advisors
Colorado
$8.98K
BMC
3417
Bear Mountain Capital
Washington
$8.47K +$9.34K +100 New
EPIME
3418
Evelyn Partners Investment Management (Europe)
$7.81K
MFG
3419
Mendota Financial Group
Wisconsin
$7.79K
FCG
3420
Financial Connections Group
California
$6K
EWA
3421
EQ Wealth Advisors
Texas
$5.57K +$5.79K +62 New
NWM
3422
Navigoe Wealth Management
California
$5K -$93 -1 -2%
DRP
3423
Decker Retirement Planning
Utah
$4.94K -$47.5K -509 -90%
NWM
3424
Nova Wealth Management
Florida
$4.76K -$9.34K -100 -65%
PS
3425
PayPay Securities
Japan
$4.68K

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.