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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
FNT
676
First Nebraska Trust
Nebraska
$9.27M +$293K +3,142 +3%
A
677
Allianz
Germany
$9.25M -$2.03M -21,744 -17%
TF
678
Tompkins Financial
New York
$9.21M +$227K +2,433 +2%
BG
679
BDF Gestion
France
$9.2M
NGA
680
Naples Global Advisors
Florida
$9.16M +$278K +2,981 +3%
LG
681
LaFleur & Godfrey
Michigan
$9.15M -$64.5K -691 -0.7%
LW
682
Linscomb Wealth
Texas
$9.13M +$2.26M +24,218 +31%
SIA
683
Sit Investment Associates
Minnesota
$9.08M -$852K -9,126 -8%
SCM
684
Sterling Capital Management
North Carolina
$9.08M -$29.2M -312,456 -76%
MMA
685
Miracle Mile Advisors
California
$9.08M +$817K +8,747 +9%
EWM
686
Evercore Wealth Management
New York
$9.07M -$285K -3,048 -3%
TF
687
Talbot Financial
Washington
$9.02M +$470K +5,038 +5%
TW
688
TritonPoint Wealth
Maryland
$9.02M -$939K -10,058 -9%
MSS
689
Mitchell Sinkler & Starr
Pennsylvania
$9.01M +$1.2M +12,891 +15%
SF
690
Summit Financial
New Jersey
$8.99M -$180K -1,926 -2%
KA
691
Kintegral Advisory
New York
$8.99M -$31.2K -334 -0.3%
VFM
692
Viking Fund Management
North Dakota
$8.98M
NCM
693
Nearwater Capital Markets
Ireland
$8.98M +$9.34M +100,000 New
BGIM
694
Brandywine Global Investment Management
Pennsylvania
$8.94M +$1.78M +19,046 +24%
SBWIC
695
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.91M +$117K +1,250 +1%
LNB
696
Ledyard National Bank
$8.87M -$733K -7,853 -7%
PCA
697
Pallas Capital Advisors
Massachusetts
$8.87M +$4.54M +48,615 +97%
TAIM
698
Te Ahumairangi Investment Management
New Zealand
$8.84M -$707K -7,575 -7%
1SB
699
1ST Source Bank
Indiana
$8.82M -$126K -1,349 -1%
SYBT
700
Stock Yards Bank & Trust
Kentucky
$8.76M +$25.8K +276 +0.3%

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.