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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
EFH
3526
Eaton Financial Holdings
Florida
-$1.06M -10,615 Closed
WW
3527
Waterfront Wealth
Kansas
-$1.06M -10,608 Closed
CBA
3528
Coastal Bridge Advisors
Connecticut
-$1.04M -10,427 Closed
FIC
3529
FCG Investment Company
Tennessee
-$990K -9,950 Closed
PD
3530
Point72 (DIFC)
United Arab Emirates
-$925K -9,902 Closed
TSS
3531
Two Sigma Securities
New York
-$940K -9,453 Closed
BDWCC
3532
B&D White Capital Company
Texas
-$913K -9,175 Closed
ASC
3533
Atalanta Sosnoff Capital
New York
-$871K -8,755 Closed
Parallax Volatility Advisers
3534
Parallax Volatility Advisers
California
-$795K -8,517 Closed
FM
3535
Freemont Management
Switzerland
-$806K -8,100 Closed
AIM
3536
Aspen Investment Management
Michigan
-$796K -7,997 Closed
DL
3537
DOHJ LLC
Washington
-$794K -7,984 Closed
BFM
3538
Boothbay Fund Management
New York
-$786K -7,905 Closed
AFM
3539
Armstrong Fleming & Moore
District of Columbia
-$740K -7,437 Closed
CJL
3540
Cyrus J. Lawrence
New York
-$706K -7,106 Closed
ILI
3541
Invesco LLC (Illinois)
Illinois
-$696K -7,001 Closed
FH
3542
Financial Harvest
Florida
-$662K -6,656 Closed
ACM
3543
Avalon Capital Management
California
-$657K -6,604 Closed
CMAI
3544
Capital Management Associates Inc
Minnesota
-$617K -6,200 Closed
JSC
3545
Jackson Square Capital
California
-$613K -6,164 Closed
DS
3546
DRW Securities
Illinois
-$611K -6,145 Closed
CGA
3547
Compound Global Advisors
Washington
-$597K -6,000 Closed
JGGDR
3548
JGP Global Gestao de Recursos
Brazil
-$567K -5,695 Closed
LAM
3549
Lingohr Asset Management
Germany
-$536K -5,448 Closed
WC
3550
Westhampton Capital
North Carolina
-$538K -5,410 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.