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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
KRS
501
Kentucky Retirement Systems
Kentucky
$15.5M -$92.9K -995 -0.6%
MCM
502
MAI Capital Management
Ohio
$15.5M -$698K -7,478 -4%
FFH
503
Fairfax Financial Holdings
Ontario, Canada
$15.5M
NCM
504
Narwhal Capital Management
Georgia
$15.5M +$3.22M +34,478 +25%
GHA
505
GW Henssler & Associates
Georgia
$15.5M +$842K +9,020 +6%
APF
506
Alaska Permanent Fund
Alaska
$15.4M
PCM
507
Parsons Capital Management
Rhode Island
$15.4M -$280K -2,995 -2%
WIC
508
Woodmont Investment Counsel
Tennessee
$15.3M +$882K +9,444 +6%
FHA
509
First Horizon Advisors
Tennessee
$15.1M +$473K +5,062 +3%
MGP
510
Metis Global Partners
California
$15.1M +$1.49M +15,964 +10%
JMFC
511
J.M. Forbes & Co
Massachusetts
$15.1M +$240K +2,567 +2%
NRS
512
Neville Rodie & Shaw
New York
$15M -$950K -10,174 -6%
SCM
513
SKBA Capital Management
California
$15M +$139K +1,487 +0.9%
LCM
514
Logan Capital Management
Pennsylvania
$14.9M +$257K +2,750 +2%
CA
515
Commerzbank Aktiengesellschaft
Germany
$14.9M -$20.2M -216,556 -57%
WFAG
516
Wescott Financial Advisory Group
Pennsylvania
$14.6M -$19.3K -207 -0.1%
BFIM
517
Beese Fulmer Investment Management
Ohio
$14.6M +$85.9K +920 +0.6%
KB
518
Kimelman & Baird
New York
$14.6M
PFPT
519
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.6M -$6.64M -71,125 -31%
MA
520
Montag & Associates
Georgia
$14.5M -$410K -4,387 -3%
OWP
521
Obermeyer Wealth Partners
Colorado
$14.5M -$382K -4,095 -2%
Wealthfront Advisers
522
Wealthfront Advisers
California
$14.5M -$7.81M -83,701 -34%
SWP
523
Stratos Wealth Partners
Ohio
$14.5M -$962K -10,301 -6%
ECM
524
Evergreen Capital Management
Washington
$14.4M +$4.5M +48,179 +43%
AWAG
525
ARS Wealth Advisors Group
Florida
$14.4M +$453K +4,848 +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.