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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
EWA
3551
Emergent Wealth Advisors
New York
-$502K -5,051 Closed
DM
3552
Delphi Management
Massachusetts
-$498K -5,007 Closed
HEIP
3553
Hudson Edge Investment Partners
New Jersey
-$482K -4,849 Closed
DA
3554
Denali Advisors
California
-$481K -4,835 Closed
NCFG
3555
New Century Financial Group
New Jersey
-$479K -4,833 Closed
DWM
3556
Dynasty Wealth Management
Florida
-$480K -4,826 Closed
HIM
3557
Hanlon Investment Management
New Jersey
-$458K -4,601 Closed
SG
3558
Sienna Gestion
France
-$456K -4,583 Closed
BA
3559
Bluesphere Advisors
Pennsylvania
-$415K -4,170 Closed
LWM
3560
Laidlaw Wealth Management
New York
-$409K -4,112 Closed
MA
3561
McBroom & Associates
Nevada
-$375K -3,770 Closed
DC
3562
Diametric Capital
Massachusetts
-$372K -3,742 Closed
MTC
3563
McDaniel Terry & Co
Texas
-$372K -3,742 Closed
ACP
3564
Aveo Capital Partners
Colorado
-$371K -3,729 Closed
ACM
3565
Alethea Capital Management
Washington
-$370K -3,718 Closed
FFG
3566
Fortem Financial Group
California
-$368K -3,698 Closed
GCM
3567
Greenland Capital Management
New York
-$362K -3,641 Closed
FMN
3568
Financial Management Network
California
-$348K -3,515 Closed
FWM
3569
FFT Wealth Management
Pennsylvania
-$349K -3,510 Closed
CWMGP
3570
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$347K -3,490 Closed
EL
3571
EWA LLC
Pennsylvania
-$343K -3,448 Closed
LWM
3572
Liberty Wealth Management
California
-$342K -3,439 Closed
EGWAG
3573
Elwood & Goetz Wealth Advisory Group
Georgia
-$339K -3,410 Closed
IIA
3574
Integral Investment Advisors
California
-$339K -3,403 Closed
AIA
3575
Angeles Investment Advisors
California
-$338K -3,395 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.