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
MFG
926
Monte Financial Group
Connecticut
$4.92M +$794K +8,505 +16%
OHIS
927
Oak Harvest Investment Services
Texas
$4.91M +$560K +5,999 +12%
PT
928
Plimoth Trust
Massachusetts
$4.91M +$610K +6,535 +14%
SC
929
Searle & Co
Connecticut
$4.91M +$75.5K +809 +2%
PA
930
Parallel Advisors
California
$4.9M -$401K -4,299 -7%
AG
931
Ascent Group
Virginia
$4.89M +$1.07M +11,506 +27%
RWA
932
River Wealth Advisors
Pennsylvania
$4.86M +$714K +7,648 +16%
ET
933
Equitable Trust
Tennessee
$4.85M -$217K -2,321 -4%
SVWAG
934
Sound View Wealth Advisors Group
Georgia
$4.84M +$184K +1,967 +4%
KFP
935
KMG Fiduciary Partners
Ohio
$4.84M +$349K +3,739 +7%
NIM
936
Northeast Investment Management
Massachusetts
$4.83M -$999K -10,705 -17%
FMWA
937
Forvis Mazars Wealth Advisors
Missouri
$4.83M +$281K +3,014 +6%
PCS
938
Personal CFO Solutions
New Jersey
$4.83M -$37.9K -406 -0.7%
MWA
939
Meridian Wealth Advisors
Texas
$4.83M +$291K +3,121 +6%
GS
940
GWN Securities
Florida
$4.8M +$4.59M +49,137 +337%
TW
941
Trajan Wealth
Arizona
$4.79M +$602K +6,451 +14%
MPI
942
Mairs & Power Inc
Minnesota
$4.77M -$69.2K -741 -1%
PTC
943
Philadelphia Trust Company
Pennsylvania
$4.75M -$403K -4,317 -8%
PWMAG
944
Pinnacle Wealth Management Advisory Group
New Jersey
$4.75M -$174K -1,861 -3%
PIMJS
945
PKO Investment Management Joint-Stock
Poland
$4.75M +$954K +10,216 +24%
JHCP
946
Jackson Hole Capital Partners
Oklahoma
$4.75M +$197K +2,111 +4%
NHT
947
New Hampshire Trust
New Hampshire
$4.74M +$320K +3,427 +7%
FHA
948
Flagship Harbor Advisors
Massachusetts
$4.73M +$476K +5,099 +11%
KP
949
Keel Point
Alabama
$4.7M +$1.06M +11,303 +28%
SL
950
Sentry LLC
Tennessee
$4.69M +$274K +2,930 +6%

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.