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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
EB
401
Eastern Bank
Massachusetts
$25.4M -$15.8M -169,159 -37%
KFC
402
Klingenstein Fields & Co
New York
$25.4M +$230K +2,465 +0.9%
MMA
403
Mizuho Markets Americas
New York
$25.4M +$26.4M +282,900 New
SFA
404
Sequoia Financial Advisors
Ohio
$25.2M -$7.56M -80,987 -22%
YCM
405
Yousif Capital Management
Michigan
$25.2M -$774K -8,292 -3%
BPA
406
Beacon Pointe Advisors
California
$25M +$3.97M +42,473 +18%
AV
407
ASR Vermogensbeheer
Netherlands
$24.9M +$25.9M +277,805 New
AAS
408
Annex Advisory Services
Wisconsin
$24.9M +$6.26K +67 +0%
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$24.9M -$448K -4,799 -2%
TCA
410
Transcend Capital Advisors
New Jersey
$24.7M -$941K -10,083 -4%
TSW
411
Thompson Siegel & Walmsley
Virginia
$24.5M +$2.43M +25,997 +11%
TWC
412
TD Waterhouse Canada
Ontario, Canada
$24.3M -$2.4M -25,738 -9%
CIC
413
Crawford Investment Counsel
Georgia
$24.3M -$52.8M -565,840 -68%
SCM
414
Sio Capital Management
New York
$24.3M +$25.3M +270,596 New
CCMIC
415
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$23.9M +$3.34M +35,754 +15%
SAM
416
Silvercrest Asset Management
New York
$23.7M -$2.31M -24,784 -9%
WTC
417
WhitTier Trust Company
Nevada
$23.7M +$583K +6,241 +2%
SF
418
Synovus Financial
Georgia
$23.3M -$447K -4,784 -2%
SIC
419
Salem Investment Counselors
North Carolina
$23.2M +$71.1K +761 +0.3%
NPF
420
Norris Perne & French
Michigan
$23.2M +$211K +2,255 +0.9%
OAC
421
OMERS Administration Corp
Ontario, Canada
$23.1M +$2.51M +26,900 +12%
EMPI
422
Elo Mutual Pension Insurance
Finland
$23M +$2.29M +24,514 +11%
WIC
423
Wilkins Investment Counsel
Massachusetts
$22.7M +$863K +9,245 +4%
CFB
424
Cullen/Frost Bankers
Texas
$22.6M -$6.72M -71,973 -22%
CGH
425
Crossmark Global Holdings
Texas
$22.4M +$680K +7,288 +3%

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.