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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
NYLIM
351
New York Life Investment Management
New York
$30.7M -$206K -2,210 -0.6%
CPSAC
352
Chas P. Smith & Associates (CPS)
Florida
$30.6M +$1.05M +11,244 +3%
AA
353
ALPS Advisors
Colorado
$30.3M +$266K +2,845 +0.8%
WF
354
Welch & Forbes
Massachusetts
$30.3M -$2.14M -22,924 -6%
CIA
355
Capital Investment Advisors
Georgia
$30.2M +$1.53M +16,371 +5%
CS
356
Cannell & Spears
New York
$30.1M +$678K +7,260 +2%
PI
357
PineBridge Investments
New York
$30M -$5.88M -62,957 -16%
SC
358
Sapient Capital
Indiana
$29.9M -$6.16K -66 -0%
PWP
359
Private Wealth Partners
California
$29.7M +$123K +1,316 +0.4%
CRC
360
Curi RMB Capital
Illinois
$29.5M +$10.7M +114,757 +54%
QCM
361
Quantinno Capital Management
New York
$29.5M +$8.86M +94,897 +41%
NAM
362
Nissay Asset Management
Japan
$29.3M +$151K +1,621 +0.5%
MAM
363
Martingale Asset Management
Massachusetts
$29.3M -$1.27M -13,631 -4%
SI
364
Stephens Inc
Arkansas
$29.3M -$11.5M -123,265 -27%
AC
365
Armistice Capital
New York
$29.1M +$30.3M +324,039 New
DRZID
366
DePrince Race & Zollo Inc (DRZ)
Florida
$29.1M -$183K -1,957 -0.6%
Mirae Asset Global ETFs Holdings
367
Mirae Asset Global ETFs Holdings
Hong Kong
$28.9M +$2.15M +23,020 +8%
CFG
368
Citizens Financial Group
Rhode Island
$28.8M +$8.32M +89,123 +39%
BFS
369
Bradley Foster & Sargent
Connecticut
$28.8M -$8.06M -86,362 -21%
HIMC
370
Heritage Investors Management Corp
Maryland
$28.8M +$1.42M +15,236 +5%
WPC
371
Waters Parkerson & Co
Louisiana
$28.8M +$1.16M +12,395 +4%
BS
372
Banco Santander
Spain
$28.4M -$17.8M -190,114 -37%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$28.2M +$700K +7,496 +2%
TI
374
Tidal Investments
Wisconsin
$28.2M -$837K -8,969 -3%
BCM
375
Becker Capital Management
Oregon
$27.9M +$242K +2,597 +0.8%

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.