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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
MA
3701
Modus Advisors
Minnesota
-$132K -1,330 Closed
BHWM
3702
Bay Harbor Wealth Management
Maryland
-$71.2K -710 Closed
TAM
3703
Tucker Asset Management
Colorado
-$60.3K -606 Closed
CAS
3704
Coppell Advisory Solutions
Texas
-$59.5K -599 Closed
MB
3705
Mizuho Bank
Japan
-$54.7K -550 Closed
LFA
3706
Legend Financial Advisors
Pennsylvania
-$48.8K -490 Closed
NWWA
3707
New Wave Wealth Advisors
Arkansas
-$44K -442 Closed
DWA
3708
Delos Wealth Advisors
Texas
-$39.8K -400 Closed
PCWA
3709
Pacific Capital Wealth Advisors
California
-$37.1K -373 Closed
FLP
3710
Financial Life Planners
Arizona
-$27.7K -278 Closed
NRWA
3711
North Ridge Wealth Advisors
Oregon
-$26.3K -264 Closed
CPL
3712
Capital & Planning LLC
Georgia
-$19.9K -200 Closed
FA
3713
Fedenia Advisers
Wisconsin
-$15.6K -157 Closed
DP
3714
Denver PWM
Colorado
-$15.2K -153 Closed
UOTTAIMCU
3715
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$14.2K -143 Closed
PFT
3716
Providence First Trust
Arizona
-$13.4K -135 Closed
FIA
3717
FPC Investment Advisory
California
-$9.29K -94 Closed
MRP
3718
Measured Risk Portfolios
California
-$8.75K -88 Closed
AIP
3719
Alexis Investment Partners
Texas
-$4.97K -50 Closed
LAM
3720
Lummis Asset Management
Texas
-$4.88K -49 Closed
TCM
3721
Tributary Capital Management
Nebraska
-$4.78K -48 Closed
DCM
3722
Disciplina Capital Management
Tennessee
-$3.18K -32 Closed
FWM
3723
FLP Wealth Management
Arkansas
-$2.49K -25 Closed
SMAM
3724
Sugar Maple Asset Management
Wisconsin
-$1.49K -15 Closed
VIA
3725
Virtus Investment Advisers
Connecticut
-$1.29K -13 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.