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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
UAS
651
United Asset Strategies
New York
$10.1M +$1.56M +16,712 +17%
LI
652
LMCG Investments
Massachusetts
$10.1M -$156K -1,670 -1%
SIM
653
Stratos Investment Management
Ohio
$10.1M +$6.23M +66,737 +147%
Walleye Trading
654
Walleye Trading
New York
$9.95M +$10.3M +110,821 New
WC
655
Whitney & Co
New York
$9.92M +$73.3K +785 +0.7%
CIG
656
Cullen Investment Group
Louisiana
$9.89M +$1.13M +12,128 +12%
TCOV
657
Trust Company of Vermont
Vermont
$9.89M -$577K -6,178 -5%
CAG
658
Crestwood Advisors Group
Massachusetts
$9.85M -$665K -7,120 -6%
SCA
659
Snowden Capital Advisors
New York
$9.77M -$708K -7,587 -7%
Kayne Anderson Rudnick Investment Management
660
Kayne Anderson Rudnick Investment Management
California
$9.75M +$249K +2,662 +3%
CSI
661
Clark & Stuart Inc
Maine
$9.74M +$1.42M +15,223 +16%
GAM
662
Griffin Asset Management
New York
$9.73M +$39.5K +423 +0.4%
BMO
663
Beck Mack & Oliver
New York
$9.59M -$547K -5,863 -5%
JC
664
JB Capital
Connecticut
$9.55M +$509K +5,455 +5%
QCM
665
Qsemble Capital Management
New York
$9.51M +$9.89M +105,961 New
EAM
666
EdenTree Asset Management
United Kingdom
$9.5M +$2.45M +26,225 +33%
NAAA
667
New Age Alpha Advisors
New York
$9.48M -$2.64M -28,230 -21%
Nomura Holdings
668
Nomura Holdings
Japan
$9.46M -$2.87M -30,694 -23%
MSE
669
MUFG Securities EMEA
United Kingdom
$9.42M -$15.4M -165,001 -61%
GIM
670
Grassi Investment Management
California
$9.41M +$107K +1,151 +1%
TCM
671
Tufton Capital Management
Maryland
$9.41M +$10.6K +113 +0.1%
GVAG
672
Great Valley Advisor Group
Delaware
$9.35M -$434K -4,651 -4%
BFS
673
Bard Financial Services
Connecticut
$9.32M -$27.1K -290 -0.3%
QI
674
QV Investors
Alberta, Canada
$9.32M -$228K -2,445 -2%
CCM
675
Coldstream Capital Management
Washington
$9.28M -$715K -7,655 -7%

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.