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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
AIC
3576
Argus Investors Counsel
New York
-$317K -3,189 Closed
EFL
3577
ERn Financial LLC
Wisconsin
-$315K -3,163 Closed
SIA
3578
Sovereign Investment Advisors
Arizona
-$309K -3,111 Closed
FTUS
3579
Flow Traders U.S.
New York
-$309K -3,104 Closed
MFG
3580
Menard Financial Group
Texas
-$307K -3,087 Closed
I
3581
INVST
Indiana
-$304K -3,055 Closed
DWA
3582
Delta Wealth Advisors
Indiana
-$302K -3,039 Closed
WRPWM
3583
Werba Rubin Papier Wealth Management
California
-$302K -3,039 Closed
MAM
3584
Milestone Asset Management
Pennsylvania
-$302K -3,033 Closed
BFIC
3585
Bedell Frazier Investment Counselling
California
-$299K -3,001 Closed
FH
3586
FWG Holdings
Florida
-$298K -2,989 Closed
KFA
3587
Krane Funds Advisors
New York
-$296K -2,977 Closed
KWM
3588
KFG Wealth Management
Indiana
-$289K -2,906 Closed
Pzena Investment Management
3589
Pzena Investment Management
New York
-$288K -2,898 Closed
SL
3590
SWMG LLC
Texas
-$272K -2,843 Closed
VAG
3591
VisionPoint Advisory Group
Texas
-$282K -2,843 Closed
PCS
3592
Private Client Services
Kentucky
-$282K -2,833 Closed
WAC
3593
William Allan Corp
Colorado
-$280K -2,819 Closed
CAG
3594
Centerpoint Advisory Group
Kansas
-$280K -2,812 Closed
HBS
3595
Howard Bailey Securities
Indiana
-$279K -2,807 Closed
PG
3596
Prostatis Group
Maryland
-$276K -2,773 Closed
CWA
3597
Canvas Wealth Advisors
Kansas
-$277K -2,760 Closed
SI
3598
Seeds Investor
New York
-$273K -2,749 Closed
CWM
3599
Challenger Wealth Management
California
-$271K -2,721 Closed
PM
3600
Penbrook Management
New York
-$269K -2,706 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.