We are live on ! Find out more

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
NLGIA
876
Nippon Life Global Investors Americas
New York
$5.46M -$3.75M -40,210 -40%
TCM
877
Twin Capital Management
Pennsylvania
$5.44M -$80.1K -858 -1%
BP
878
Ballentine Partners
Massachusetts
$5.43M -$281K -3,013 -5%
SP
879
Stablepoint Partners
Massachusetts
$5.42M +$916K +9,815 +19%
MOS
880
MGO One Seven
Ohio
$5.42M -$522K -5,588 -8%
BOH
881
Bank of Hawaii
Hawaii
$5.42M -$380K -4,072 -6%
PIM
882
Plato Investment Management
Australia
$5.36M +$791K +8,468 +17%
BWM
883
Buckley Wealth Management
Nevada
$5.35M -$46.7K -500 -0.8%
ACM
884
Argyle Capital Management
Pennsylvania
$5.35M +$139K +1,486 +3%
SFM
885
Sphera Funds Management
Israel
$5.35M
HIP
886
Harrell Investment Partners
Texas
$5.34M +$115K +1,232 +2%
SAM
887
Shell Asset Management
Netherlands
$5.34M -$175K -1,874 -3%
BIMC
888
Benson Investment Management Company
Virginia
$5.33M +$5.54M +59,360 New
NB
889
Northwest Bancshares
Pennsylvania
$5.31M +$242K +2,597 +5%
MYIA
890
Mount Yale Investment Advisors
Colorado
$5.31M +$1.04M +11,104 +23%
RWA
891
Roberts Wealth Advisors
California
$5.3M +$31.1K +333 +0.6%
CAC
892
Core Alternative Capital
Georgia
$5.29M -$1.07M -11,423 -16%
BFO
893
Biltmore Family Office
North Carolina
$5.28M +$261K +2,800 +5%
RMAM
894
Raab & Moskowitz Asset Management
New Jersey
$5.26M +$219K +2,346 +4%
AAM
895
Aureus Asset Management
Massachusetts
$5.23M +$1.37M +14,704 +34%
CIC
896
Carnegie Investment Counsel
Ohio
$5.22M +$3.05M +32,663 +106%
TTWM
897
TCV Trust & Wealth Management
Virginia
$5.22M -$174K -1,866 -3%
AC
898
Addenda Capital
Quebec, Canada
$5.21M -$9.06K -97 -0.2%
DWT
899
Dorsey & Whitney Trust
South Dakota
$5.2M -$308K -3,298 -5%
BA
900
Baugh & Associates
Georgia
$5.2M +$942K +10,094 +20%

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.