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
KAS
376
Kestra Advisory Services
Texas
$27.4M -$995K -10,655 -3%
PAG
377
Private Advisor Group
New Jersey
$27.4M -$19.9M -212,759 -41%
GKIM
378
GW&K Investment Management
Massachusetts
$27.3M +$5.79M +62,041 +26%
EDRH
379
Edmond de Rothschild Holding
Switzerland
$27.3M +$384K +4,113 +1%
TRSOTSOK
380
Teachers Retirement System of the State of Kentucky
Kentucky
$27.2M -$13.6M -146,060 -33%
CAM
381
Cresset Asset Management
Illinois
$27.1M -$144K -1,539 -0.5%
BCAM
382
Boston Common Asset Management
Massachusetts
$27M -$1.81M -19,346 -6%
HCMG
383
Howard Capital Management Group
California
$26.7M +$181K +1,943 +0.7%
VI
384
Vestcor Inc
New Brunswick, Canada
$26.6M +$1.33M +14,270 +5%
VPIM
385
Vanguard Personalized Indexing Management
California
$26.6M +$271K +2,902 +1%
ST
386
Sabal Trust
Florida
$26.6M -$82.6K -885 -0.3%
DWA
387
Douglass Winthrop Advisors
New York
$26.5M -$1.84M -19,726 -6%
CWM
388
Congress Wealth Management
Massachusetts
$26.5M +$5.92M +63,404 +27%
OAM
389
OP Asset Management
$26.5M +$27.6M +295,215 New
WSFS
390
Wilmington Savings Fund Society
Delaware
$26.4M -$773K -8,277 -3%
MOACM
391
Mutual of America Capital Management
New York
$26.4M -$1.28M -13,659 -4%
Federated Hermes
392
Federated Hermes
Pennsylvania
$26.2M -$34.4M -368,759 -56%
SIA
393
Schechter Investment Advisors
Michigan
$26.1M -$79.5K -852 -0.3%
HNB
394
Huntington National Bank
Ohio
$26.1M -$1.46M -15,584 -5%
QPBE
395
Quintet Private Bank (Europe)
Luxembourg
$26.1M +$1.25M +13,382 +5%
AAM
396
Advisors Asset Management
Colorado
$25.8M +$2.9M +31,065 +12%
HCMT
397
Highland Capital Management (Tennessee)
Tennessee
$25.8M -$1.55M -16,560 -5%
MAMU
398
Marathon Asset Management (UK)
United Kingdom
$25.7M -$2.96M -31,751 -10%
SC
399
Scotia Capital
Ontario, Canada
$25.5M -$3.03M -32,485 -10%
EI
400
Ethic Inc
New York
$25.5M +$517K +5,532 +2%

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.