We are live on ! Find out more

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
MF
3676
Montis Financial
Massachusetts
-$207K -2,078 Closed
WDL
3677
Well Done LLC
Michigan
-$236K -2,075 Closed
SFB
3678
STAR Financial Bank
Indiana
-$206K -2,070 Closed
NC
3679
NovaPoint Capital
Georgia
-$206K -2,068 Closed
HWP
3680
Heritage Wealth Partners
Ohio
-$205K -2,065 Closed
HGWM
3681
Horst & Graben Wealth Management
Oregon
-$205K -2,060 Closed
EA
3682
Enclave Advisors
Texas
-$205K -2,059 Closed
OHWA
3683
Oak Hill Wealth Advisors
Virginia
-$204K -2,050 Closed
WFA
3684
Wade Financial Advisory
California
-$204K -2,050 Closed
KFS
3685
Kelly Financial Services
Massachusetts
-$203K -2,042 Closed
TWPM
3686
Total Wealth Planning & Management
Florida
-$203K -2,038 Closed
BDFN
3687
Bond & Devick Financial Network
Minnesota
-$231K -2,036 Closed
JFG
3688
JMG Financial Group
Illinois
-$202K -2,033 Closed
ACM
3689
AUA Capital Management
Pennsylvania
-$202K -2,030 Closed
SFWC
3690
Strategic Family Wealth Counselors
New Jersey
-$201K -2,023 Closed
SC
3691
Stance Capital
Massachusetts
-$201K -2,017 Closed
AWM
3692
Able Wealth Management
New Jersey
-$200K -2,014 Closed
HA
3693
HC Advisors
Georgia
-$200K -2,010 Closed
GCL
3694
Gouws Capital LLC
North Carolina
-$199K -2,000 Closed
FFA
3695
Fairfield Financial Advisors
Massachusetts
-$187K -1,878 Closed
CP
3696
Castleview Partners
Texas
-$186K -1,874 Closed
ACP
3697
Arcus Capital Partners
Georgia
-$230K -1,742 Closed
LFA
3698
LGT Financial Advisors
Texas
-$157K -1,575 Closed
PPWM
3699
PFG Private Wealth Management
Florida
-$146K -1,466 Closed
TCG
3700
Transcendent Capital Group
Oklahoma
-$139K -1,398 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.