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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
IA
3626
IFC Advisors
California
-$236K -2,370 Closed
ACM
3627
Andina Capital Management
Utah
-$236K -2,369 Closed
WA
3628
Wambolt & Associates
Colorado
-$235K -2,367 Closed
OC
3629
Oarsman Capital
Wisconsin
-$235K -2,365 Closed
LPAM
3630
Lodestar Private Asset Management
California
-$233K -2,341 Closed
SF
3631
Slagle Financial
Illinois
-$233K -2,339 Closed
BWM
3632
Baron Wealth Management
Michigan
-$230K -2,314 Closed
EMAM
3633
Encompass More Asset Management
California
-$230K -2,313 Closed
CSWG
3634
Cardinal Strategic Wealth Guidance
Kentucky
-$227K -2,280 Closed
SFC
3635
Swisher Financial Concepts
Ohio
-$227K -2,280 Closed
RLWM
3636
RF&L Wealth Management
Massachusetts
-$226K -2,270 Closed
GSAM
3637
Grant Street Asset Management
Pennsylvania
-$226K -2,268 Closed
CWA
3638
Consilio Wealth Advisors
Washington
-$225K -2,259 Closed
LGW
3639
Leslie Global Wealth
Illinois
-$223K -2,239 Closed
WSWA
3640
Warren Street Wealth Advisors
California
-$222K -2,231 Closed
TA
3641
TrueWealth Advisors
Alabama
-$222K -2,229 Closed
HHAA
3642
Henry H. Armstrong Associates
Pennsylvania
-$221K -2,222 Closed
LFGO
3643
Legacy Financial Group (Oklahoma)
Oklahoma
-$220K -2,214 Closed
AW
3644
Alaethes Wealth
Nevada
-$222K -2,210 Closed
BHC
3645
Bowen Hanes & Co
Florida
-$219K -2,204 Closed
BBNB
3646
Baker Boyer National Bank
Washington
-$219K -2,202 Closed
W
3647
WorthPointe
California
-$219K -2,201 Closed
SWM
3648
Stark Wealth Management
Pennsylvania
-$219K -2,200 Closed
ACM
3649
Ascent Capital Management
Oregon
-$219K -2,199 Closed
DAM
3650
Deltec Asset Management
New York
-$219K -2,198 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.