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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
CIA
726
Concurrent Investment Advisors
Florida
$8.22M -$369K -3,953 -4%
ACM
727
Adalta Capital Management
New York
$8.17M +$3.36K +36 +0%
RL
728
Ruffer LLP
United Kingdom
$8.14M +$1.69M +18,055 +25%
BVDMP
729
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$8.14M
PCA
730
Providence Capital Advisors
North Carolina
$8.14M +$1.44M +15,452 +21%
A
731
AustralianSuper
Australia
$8.12M -$68.2M -730,918 -89%
LA
732
Lynch & Associates
Indiana
$8.1M -$32.1K -344 -0.4%
DWP
733
Daymark Wealth Partners
Ohio
$8.06M -$12.5M -134,066 -60%
MFG
734
Merit Financial Group
Georgia
$8.06M +$1.96M +21,038 +31%
RIL
735
Rothschild Investment LLC
Illinois
$8.01M -$340K -3,646 -4%
SFI
736
Siemens Fonds Invest
Germany
$8.01M +$76.7K +821 +0.9%
SGI
737
Summit Global Investments
Utah
$7.99M -$10.4M -111,017 -56%
SW
738
SteelPeak Wealth
California
$7.99M +$4.34M +46,455 +111%
SBFM
739
S-Bank Fund Management
Finland
$7.97M +$8.29M +88,807 New
CCMINC
740
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.95M +$1.42M +15,180 +21%
CCB
741
Country Club Bank
Missouri
$7.92M +$165K +1,772 +2%
EF
742
Empirical Finance
Pennsylvania
$7.91M +$101K +1,077 +1%
CNBT
743
Canandaigua National Bank & Trust
New York
$7.88M +$772K +8,268 +10%
O
744
Ossiam
France
$7.84M +$3.23M +34,581 +66%
BB
745
Busey Bank
Illinois
$7.81M -$272K -2,916 -3%
MCM
746
Mill Capital Management
North Carolina
$7.77M -$83.1K -890 -1%
BIAS
747
Beacon Investment Advisory Services
New Jersey
$7.75M -$2.74M -29,354 -25%
AC
748
Allstate Corporation
Illinois
$7.74M +$1.02M +10,927 +15%
HA
749
Hamel Associates
New Jersey
$7.72M -$208K -2,233 -3%
WIC
750
WealthBridge Investment Counsel
Alberta, Canada
$7.69M +$30.3K +325 +0.4%

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.