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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
JCM
3651
Jag Capital Management
Missouri
-$218K -2,196 Closed
BAWM
3652
Bennett Associates Wealth Management
Pennsylvania
-$218K -2,190 Closed
HCM
3653
Hudson Capital Management
New Jersey
-$218K -2,188 Closed
PWMG
3654
Pinnacle Wealth Management Group
Michigan
-$217K -2,184 Closed
PBC
3655
Pavion Blue Capital
California
-$217K -2,179 Closed
SPW
3656
Sonoma Private Wealth
California
-$216K -2,172 Closed
LAS
3657
LWM Advisory Services
Florida
-$216K -2,171 Closed
HCM
3658
Hutchinson Capital Management
California
-$215K -2,164 Closed
BIP
3659
Blueprint Investment Partners
North Carolina
-$215K -2,163 Closed
PCI
3660
Planning Center Inc
Illinois
-$215K -2,163 Closed
SHA
3661
Seneca House Advisors
Virginia
-$215K -2,162 Closed
LKBC
3662
L.K. Benson & Company
Maryland
-$215K -2,160 Closed
CCM
3663
Coerente Capital Management
Ontario, Canada
-$215K -2,158 Closed
CCA
3664
Cadent Capital Advisors
Oklahoma
-$213K -2,145 Closed
KLI
3665
Kelman-Lazarov Inc
Tennessee
-$213K -2,142 Closed
KCIC
3666
Kuhn & Co Investment Counsel
Illinois
-$213K -2,140 Closed
VWM
3667
Vivid Wealth Management
Iowa
-$213K -2,137 Closed
FWSM
3668
First Wilshire Securities Management
California
-$212K -2,131 Closed
DCM
3669
Delta Capital Management
New Jersey
-$212K -2,130 Closed
NSB
3670
Norway Savings Bank
Maine
-$211K -2,121 Closed
PFW
3671
Petros Family Wealth
Minnesota
-$210K -2,110 Closed
MAC
3672
Mason & Associates (California)
California
-$210K -2,107 Closed
SA
3673
SL Advisors
New Jersey
-$209K -2,105 Closed
WI
3674
Wedgewood Investors
Pennsylvania
-$208K -2,086 Closed
FA
3675
Fortis Advisors
Pennsylvania
-$207K -2,083 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.