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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
HH
801
Hilltop Holdings
Texas
$6.67M +$93.9K +1,006 +1%
PWP
802
Principle Wealth Partners
Connecticut
$6.65M +$179K +1,915 +3%
KRSITF
803
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.62M -$2.77M -29,706 -29%
LOPW
804
Live Oak Private Wealth
North Carolina
$6.61M +$367K +3,934 +6%
CA
805
CSM Advisors
Pennsylvania
$6.6M -$105K -1,120 -2%
BFG
806
Bleakley Financial Group
New Jersey
$6.55M -$893K -9,565 -12%
BCM
807
BTC Capital Management
Iowa
$6.54M -$51.6K -553 -0.8%
AAM
808
Augustine Asset Management
Florida
$6.53M -$512K -5,480 -7%
GI
809
GAMCO Investors
Connecticut
$6.52M -$610K -6,533 -8%
RMDI
810
R.M. Davis Inc
Maine
$6.49M -$8.78M -94,057 -57%
HT
811
Heritage Trust
Oklahoma
$6.48M -$13K -139 -0.2%
SFS
812
Sowell Financial Services
Arkansas
$6.48M +$725K +7,761 +12%
CIA
813
Choate Investment Advisors
Massachusetts
$6.47M -$274K -2,940 -4%
FCH
814
Freestone Capital Holdings
Washington
$6.44M +$59.3K +635 +0.9%
RPC
815
Rossmore Private Capital
Connecticut
$6.43M -$62.4K -668 -0.9%
LFM
816
LGT Fund Management
Liechtenstein
$6.42M +$1.55M +16,605 +30%
HWAM
817
Hennion & Walsh Asset Management
New Jersey
$6.4M -$330K -3,538 -5%
DFG
818
Demars Financial Group
Washington
$6.32M -$7.91M -84,706 -13%
MWM
819
Meridian Wealth Management
Kentucky
$6.32M -$743K -7,957 -10%
BCFD
820
Boit C.F. David
$6.31M
AFA
821
Abacus FCF Advisors
Florida
$6.31M -$5M -53,554 -43%
1IA
822
1834 Investment Advisors
Wisconsin
$6.29M +$307K +3,292 +5%
CFSG
823
Community Financial Services Group
Vermont
$6.29M +$718K +7,694 +12%
AIM
824
Anchor Investment Management
South Carolina
$6.28M -$61.1K -654 -0.9%
MHIC
825
Marble Harbor Investment Counsel
Massachusetts
$6.26M -$66.8K -716 -1%

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.