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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
GMA
976
Glassy Mountain Advisors
Maryland
$4.37M -$8.68K -93 -0.2%
LIM
977
Letson Investment Management
Georgia
$4.37M +$21.6K +231 +0.5%
SCP
978
Shorepoint Capital Partners
Massachusetts
$4.36M +$213K +2,284 +5%
ACM
979
Altrius Capital Management
North Carolina
$4.36M +$302K +3,233 +7%
MFIM
980
Mesirow Financial Investment Management
Illinois
$4.35M +$11K +118 +0.2%
GI
981
GAMMA Investing
California
$4.33M +$498K +5,337 +12%
PAI
982
Pittenger & Anderson Inc
Nebraska
$4.33M +$81.7K +875 +2%
AAIM
983
Asset Advisors Investment Management
Georgia
$4.33M -$781K -8,365 -15%
MWM
984
Modera Wealth Management
New Jersey
$4.32M -$419K -4,493 -9%
GWM
985
Geneos Wealth Management
Colorado
$4.31M +$2.96M +31,735 +195%
OBAM
986
ODDO BHF Asset Management
France
$4.31M -$3.78M -40,456 -46%
LSA
987
Leonteq Securities AG
Switzerland
$4.29M +$1.29M +13,857 +41%
WLPWM
988
Walled Lake Planning & Wealth Management
Illinois
$4.29M +$105K +1,125 +2%
PMSA
989
Patrick M. Sweeney & Associates
Illinois
$4.28M +$187 +2 +0%
MLL
990
Moody Lynn & Lieberson
Massachusetts
$4.28M -$2.48M -26,544 -36%
BMA
991
Brooks Moore & Associates
Tennessee
$4.27M -$16.3K -175 -0.4%
GWMIA
992
Global Wealth Management Investment Advisory
Florida
$4.24M +$205K +2,199 +5%
CCT
993
Chemung Canal Trust
New York
$4.24M -$823K -8,812 -16%
RHDIC
994
R.H. Dinel Investment Counsel
California
$4.23M
PCG
995
Prosperity Consulting Group
Maryland
$4.23M -$171K -1,827 -4%
SFGP
996
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.22M +$563K +6,025 +15%
NDSI
997
Newman Dignan & Sheerar Inc
Rhode Island
$4.22M -$377K -4,035 -8%
MC
998
Machina Capital
France
$4.21M +$2.48M +26,542 +130%
OC
999
Oakworth Capital
Alabama
$4.2M +$2.21M +23,622 +102%
CBTWT
1000
Community Bank & Trust (Waco, Texas)
Texas
$4.19M +$2.43K +26 +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.