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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
SCA
3601
Sandy Cove Advisors
Massachusetts
-$269K -2,704 Closed
TIA
3602
Tandem Investment Advisors
South Carolina
-$266K -2,678 Closed
HWMC
3603
Heritage Wealth Management (California)
California
-$263K -2,640 Closed
MLFP
3604
MPS Loria Financial Planners
Illinois
-$263K -2,636 Closed
EC
3605
EntryPoint Capital
New York
-$262K -2,631 Closed
RP
3606
Rice Partnership
Hawaii
-$259K -2,600 Closed
CCS
3607
Concentric Capital Strategies
Connecticut
-$258K -2,596 Closed
CRWM
3608
Castle Rock Wealth Management
California
-$215K -2,594 Closed
UW
3609
Unique Wealth
Florida
-$254K -2,558 Closed
NI
3610
NDVR Inc
Massachusetts
-$254K -2,550 Closed
GCM
3611
Gallacher Capital Management
Colorado
-$252K -2,534 Closed
BPC
3612
Bearing Point Capital
Minnesota
-$252K -2,530 Closed
ALA
3613
Atlas Legacy Advisors
California
-$249K -2,504 Closed
SWA
3614
Strata Wealth Advisors
Texas
-$249K -2,501 Closed
EFI
3615
EHP Funds Inc
Canada
-$249K -2,500 Closed
JSA
3616
Jacobson & Schmitt Advisors
Wisconsin
-$247K -2,487 Closed
UWP
3617
Uniting Wealth Partners
Kansas
-$247K -2,481 Closed
CT
3618
ClearAlpha Technologies
Connecticut
-$243K -2,443 Closed
ACM
3619
ADAR1 Capital Management
Texas
-$243K -2,440 Closed
HA
3620
HFG Advisors
Ohio
-$242K -2,437 Closed
PF
3621
Prosperitas Financial
California
-$241K -2,424 Closed
IP
3622
Isthmus Partners
Wisconsin
-$241K -2,422 Closed
LB
3623
Legacy Bridge
Iowa
-$239K -2,406 Closed
DSA
3624
Droms Strauss Advisors
Missouri
-$237K -2,386 Closed
AFGAS
3625
Allegiance Financial Group Advisory Services
Virginia
-$237K -2,382 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.