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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
KCM
576
Kennedy Capital Management
Missouri
$12.2M -$844K -9,044 -6%
IHL
577
Investment House LLC
California
$12.2M -$1.14M -12,172 -8%
LSERS
578
Louisiana State Employees Retirement System
Louisiana
$12.2M -$9.34K -100 -0.1%
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$12.2M +$190K +2,033 +2%
JFG
580
Jefferies Financial Group
New York
$12.1M -$16.1M -172,362 -56%
AIP
581
ARS Investment Partners
New York
$12.1M -$129K -1,385 -1%
NRG
582
Nemes Rush Group
Michigan
$12.1M +$802K +8,587 +7%
CVM
583
Cheviot Value Management
California
$12.1M +$2.48M +26,575 +22%
HIP
584
HUB Investment Partners
Texas
$12.1M +$585K +6,264 +5%
SAM
585
Securian Asset Management
Minnesota
$12M -$186K -1,994 -1%
ACM
586
Advisors Capital Management
New Jersey
$11.9M +$1.29M +13,867 +12%
RB
587
Rodgers Brothers
Pennsylvania
$11.9M +$321K +3,441 +3%
VA
588
Vident Advisory
Georgia
$11.8M -$2.13M -22,859 -15%
HFS
589
Hantz Financial Services
Michigan
$11.8M -$443K -4,744 -3%
BPWM
590
Badgley Phelps Wealth Managers
Washington
$11.8M +$3.47M +37,160 +40%
MC
591
Moors & Cabot
Massachusetts
$11.8M -$1.16M -12,450 -9%
WA
592
Waverly Advisors
Alabama
$11.8M -$1.17M -12,496 -9%
UCFA
593
United Capital Financial Advisors
Texas
$11.7M -$1.79M -19,206 -13%
VIM
594
Vinva Investment Management
Australia
$11.7M +$109K +1,170 +0.9%
AWS
595
Atria Wealth Solutions
New York
$11.7M +$1.03K +11 +0%
GIM
596
Goelzer Investment Management
Indiana
$11.7M -$83.5K -894 -0.7%
BP
597
BNP Paribas
France
$11.7M -$18.7M -200,607 -61%
CL
598
Choreo LLC
Illinois
$11.6M -$863K -9,244 -7%
Envestnet Portfolio Solutions
599
Envestnet Portfolio Solutions
Illinois
$11.6M -$2.09M -22,349 -15%
MCM
600
Moore Capital Management
New York
$11.5M +$12M +128,567 New

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.