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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
BCPWM
3426
Bradley & Co Private Wealth Management
Florida
$4.58K
GK
3427
Graney & King
New York
$4.3K -$10.6K -113 -70%
EAM
3428
Eukles Asset Management
Ohio
$4.04K
EA
3429
Evolution Advisers
Virginia
$4K +$4.67K +50 New
EC
3430
Elequin Capital
New York
$3.95K -$3.83K -41 -48%
GWS
3431
Greykasell Wealth Strategies
California
$3.59K +$3.73K +40 New
CAM
3432
Clarity Asset Management
Iowa
$3.41K
PIS
3433
POM Investment Strategies
North Carolina
$2.87K -$10.8K -116 -78%
CMA
3434
Cedar Mountain Advisors
Oregon
$2.1K
BCWM
3435
Ball & Co Wealth Management
Tennessee
$2K
HWM
3436
HighMark Wealth Management
Minnesota
$1.81K
FF
3437
Finley Financial
Nevada
$1.78K
LWMI
3438
Legacy Wealth Management (Idaho)
Idaho
$1.71K
SWC
3439
Spectrum Wealth Counsel
Indiana
$1.53K
HIA
3440
HFM Investment Advisors
New Jersey
$1.17K +$1.21K +13 New
VEA
3441
Virtus ETF Advisers
New York
$1.17K +$1.21K +13 New
APW
3442
Atlantic Private Wealth
North Carolina
$1.14K
ITFISA
3443
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$898 +$934 +10 New
BGWM
3444
Bridge Generations Wealth Management
Florida
$539 +$560 +6 New
HI
3445
Hoey Investments
Pennsylvania
$449 -$934 -10 -67%
PFG
3446
Putney Financial Group
California
$449
ZRP
3447
Zynergy Retirement Planning
New Jersey
$298
DCM
3448
Davidson Capital Management
Texas
$90 -$3.14M -33,611 -100%
Capital World Investors
3449
Capital World Investors
California
-$787M -7,906,912 Closed
AIM
3450
Alphinity Investment Management
Australia
-$693M -6,967,370 Closed

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.