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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
MWM
3476
Marietta Wealth Management
Georgia
-$5.87M -58,976 Closed
SWIG
3477
Strategic Wealth Investment Group
Kentucky
-$5.55M -55,838 Closed
HW
3478
Hedeker Wealth
Illinois
-$5.4M -54,248 Closed
BCM
3479
Bayesian Capital Management
New York
-$4.71M -47,355 Closed
AC
3480
Asio Capital
Kentucky
-$4.65M -46,771 Closed
RWM
3481
RBA Wealth Management
California
-$4.42M -44,453 Closed
SCA
3482
Stokes Capital Advisors
South Carolina
-$4.41M -44,324 Closed
Wolverine Trading
3483
Wolverine Trading
Illinois
-$4.32M -43,963 Closed
Simplex Trading
3484
Simplex Trading
Illinois
-$3.86M -41,291 Closed
CPCPP
3485
Canada Post Corporation Pension Plan
Canada
-$3.77M -37,868 Closed
Group One Trading
3486
Group One Trading
Illinois
-$3.53M -37,824 Closed
LMIM
3487
Lockheed Martin Investment Management
Maryland
-$3.73M -37,500 Closed
SF
3488
Symphony Financial
Texas
-$3.58M -37,238 Closed
LRWA
3489
Long Run Wealth Advisors
New York
-$3.66M -36,765 Closed
CFGS
3490
Concourse Financial Group Securities
Alabama
-$3.52M -36,743 Closed
HC
3491
Hendley & Co
Ohio
-$3.65M -36,664 Closed
AHB
3492
Abner Herrman & Brock
New Jersey
-$3.63M -36,461 Closed
RPSA
3493
Richard P. Slaughter Associates
Texas
-$3.34M -33,551 Closed
SM
3494
Sciencast Management
New Jersey
-$3.14M -31,583 Closed
SC
3495
Sepio Capital
Utah
-$2.64M -26,569 Closed
WPW
3496
Warther Private Wealth
Ohio
-$2.56M -25,729 Closed
CWI
3497
Conscious Wealth Investments
Florida
-$2.49M -25,439 Closed
ACM
3498
Advent Capital Management
New York
-$2.49M -25,000 Closed
EP
3499
Essential Planning
New Hampshire
-$2.52M -24,395 Closed
CSS
3500
Cubist Systematic Strategies
Connecticut
-$2.23M -23,906 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.