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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
TH
476
TCTC Holdings
Texas
$18M +$14.5K +155 +0.1%
RMA
477
Roffman Miller Associates
Pennsylvania
$18M +$541K +5,792 +3%
ACM
478
Aquatic Capital Management
Illinois
$17.9M +$18.7M +199,897 New
CSP
479
Cary Street Partners
Virginia
$17.9M +$1.9M +20,302 +11%
HWM
480
HB Wealth Management
Georgia
$17.7M +$4.05M +43,404 +28%
NCM
481
Novare Capital Management
North Carolina
$17.7M +$199K +2,128 +1%
RCYC
482
Richard C. Young & Co
Rhode Island
$17.4M -$262K -2,807 -1%
BCP
483
Blue Chip Partners
Michigan
$17.1M +$3.92M +41,970 +28%
WIC
484
Willis Investment Counsel
Georgia
$16.8M -$12.6K -135 -0.1%
LWIC
485
Leith Wheeler Investment Counsel
British Columbia, Canada
$16.7M +$6.82M +73,045 +64%
FRM
486
Foundation Resource Management
Arkansas
$16.7M +$5.54M +59,369 +47%
AI
487
Atria Investments
North Carolina
$16.6M -$4.6M -49,315 -21%
TMAM
488
Tokio Marine Asset Management
Japan
$16.5M -$253K -2,714 -1%
AIM
489
Achmea Investment Management
Netherlands
$16.4M +$1.4M +14,980 +9%
DT
490
Diversified Trust
Tennessee
$16.4M +$1.94M +20,757 +13%
Loomis, Sayles & Company
491
Loomis, Sayles & Company
Massachusetts
$16.4M -$452K -4,837 -3%
ELI
492
Empire Life Investments
Ontario, Canada
$16.3M -$14.1M -151,378 -45%
SCA
493
Stillwater Capital Advisors
Pennsylvania
$16.3M -$52.7K -564 -0.3%
CWM
494
Circle Wealth Management
New Jersey
$16.3M -$392K -4,195 -2%
ATC
495
Argent Trust Co
Tennessee
$16.2M +$56.7K +607 +0.3%
OGC
496
Oak Grove Capital
New Hampshire
$16.1M +$2.59M +27,700 +18%
First Manhattan
497
First Manhattan
New York
$16M -$1.56M -16,659 -9%
PP
498
Prospector Partners
Connecticut
$15.9M -$96.7K -1,036 -0.6%
SIMG
499
Sonora Investment Management Group
Arizona
$15.8M +$101K +1,087 +0.6%
AFCM
500
Applied Finance Capital Management
Puerto Rico
$15.8M -$8.16M -87,404 -33%

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.