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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
UBP
776
Union Bancaire Privee
Switzerland
$7.18M -$18M -192,512 -69%
FCA
777
FLC Capital Advisors
California
$7.15M +$54.2K +580 +0.7%
GCM
778
Gibraltar Capital Management
Oklahoma
$7.14M +$1.95M +20,833 +35%
SS
779
Sunbelt Securities
Texas
$7.13M +$60.4K +647 +0.8%
SC
780
Savant Capital
Illinois
$7.04M -$7.01M -75,080 -49%
MA
781
Mutual Advisors
Nebraska
$7.04M -$28.9K -310 -0.4%
TPCW
782
TD Private Client Wealth
New York
$7.02M +$864K +9,258 +13%
WJWM
783
Williams Jones Wealth Management
New York
$7.01M -$1.8M -19,318 -20%
LFAS
784
Level Four Advisory Services
Texas
$6.89M -$248K -2,654 -3%
TCOT
785
Trust Company of Toledo
Ohio
$6.88M -$218K -2,336 -3%
RHAM
786
Round Hill Asset Management
California
$6.85M +$408K +4,365 +6%
GCA
787
Greenwood Capital Associates
South Carolina
$6.84M +$7.12M +76,249 New
WAL
788
W Advisors LLC
Tennessee
$6.84M +$28.2K +302 +0.4%
BCM
789
Brookstone Capital Management
Illinois
$6.83M +$893K +9,562 +14%
NFC
790
Northeast Financial Consultants
Connecticut
$6.82M +$10.3K +110 +0.1%
OAM
791
Ostrum Asset Management
France
$6.82M +$1.64M +17,616 +30%
CDDEC
792
Caisse Des Depots Et Consignations
France
$6.81M
SPC
793
Spirepoint Private Client
Florida
$6.81M +$692K +7,409 +11%
ECM
794
Everence Capital Management
Indiana
$6.8M +$421K +4,510 +6%
PI
795
PGGM Investments
Netherlands
$6.77M
CGPCS
796
Capital Group Private Client Services
California
$6.75M -$38.7K -415 -0.5%
ZIG
797
Zuckerman Investment Group
Illinois
$6.71M +$343K +3,671 +5%
IIC
798
Ironwood Investment Counsel
Arizona
$6.7M +$238K +2,548 +4%
MKA
799
M. Kulyk & Associates
Georgia
$6.7M +$580K +6,216 +9%
SB
800
Simmons Bank
Arkansas
$6.68M -$722K -7,728 -9%

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.