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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
JCM
851
Jacobi Capital Management
Pennsylvania
$5.79M +$254K +2,722 +4%
GIA
852
Guyasuta Investment Advisors
Pennsylvania
$5.77M -$102K -1,090 -2%
IAA
853
Independent Advisor Alliance
North Carolina
$5.76M -$292K -3,124 -5%
BKA
854
Brick & Kyle Associates
Pennsylvania
$5.76M -$178K -1,907 -3%
RA
855
RFG Advisory
Alabama
$5.71M +$2.83M +30,274 +91%
SG
856
StoneX Group
New York
$5.69M +$316K +3,388 +6%
CIG
857
CCM Investment Group
Minnesota
$5.67M +$1.27M +13,590 +27%
CAL
858
Capital Analysts LLC
Pennsylvania
$5.65M +$270K +2,889 +5%
BRM
859
Boston Research & Management
Massachusetts
$5.64M -$111K -1,190 -2%
PI
860
PFG Investments
New York
$5.62M -$200K -2,143 -3%
BOC
861
Barbara Oil Co
Illinois
$5.59M
GFM
862
GF Fund Management
China
$5.58M
CC
863
Capital Counsel
New York
$5.57M -$6.82K -73 -0.1%
NC
864
NewSquare Capital
Pennsylvania
$5.57M -$6.63K -71 -0.1%
AIP
865
Ameritas Investment Partners
Nebraska
$5.56M -$11.7K -125 -0.2%
FAB
866
First American Bank
Illinois
$5.54M -$11.2K -120 -0.2%
WS
867
Wedbush Securities
California
$5.53M -$579K -6,197 -9%
BMM
868
Buffington Mohr McNeal
Idaho
$5.52M -$1.59M -17,031 -22%
HDIM
869
Hanson & Doremus Investment Management
Vermont
$5.52M +$725K +7,760 +14%
HAG
870
HighPoint Advisor Group
Illinois
$5.51M +$248K +2,661 +4%
STA
871
Summit Trail Advisors
New York
$5.51M +$449K +4,813 +9%
RFM
872
Royal Fund Management
Florida
$5.5M +$511K +5,474 +10%
MGIA
873
Moneta Group Investment Advisors
Missouri
$5.48M -$145K -1,556 -2%
NW
874
NewEdge Wealth
Pennsylvania
$5.47M -$2.32M -24,850 -29%
CTA
875
Chesley Taft & Associates
Illinois
$5.47M +$3.27K +35 +0.1%

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.