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
EIA
1001
Edgemoor Investment Advisors
Maryland
$4.19M -$212K -2,268 -5%
UF
1002
Univest Financial
Pennsylvania
$4.17M +$37.4K +401 +0.9%
VVP
1003
Venture Visionary Partners
Ohio
$4.17M -$533K -5,709 -11%
DAS
1004
Dynamic Advisor Solutions
Arizona
$4.17M +$118K +1,266 +3%
CAM
1005
Costello Asset Management
Pennsylvania
$4.16M +$165K +1,765 +4%
SCP
1006
Sandhill Capital Partners
New York
$4.16M +$336K +3,599 +8%
GCM
1007
Garland Capital Management
Washington
$4.15M -$644K -6,900 -13%
HCA
1008
Harbor Capital Advisors
Illinois
$4.15M +$4.13M +44,276 +2,317%
CNBTD
1009
Citizens National Bank Trust Department
Mississippi
$4.14M -$35.5K -380 -0.8%
TNB
1010
Thomasville National Bank
Georgia
$4.14M -$67.4K -722 -2%
CFCI
1011
Comprehensive Financial Consultants Institutional
Indiana
$4.14M +$605K +6,479 +16%
CBT
1012
Central Bank & Trust
Kentucky
$4.14M -$480K -5,146 -10%
BWP
1013
Burling Wealth Partners
Illinois
$4.13M -$964K -10,328 -18%
VCA
1014
Verdence Capital Advisors
Maryland
$4.13M -$113K -1,215 -3%
NS
1015
NBC Securities
Alabama
$4.12M +$4.29M +45,906 +97,672%
FAM
1016
Fred Alger Management
New York
$4.12M +$3.36M +35,952 +379%
MIM
1017
Montgomery Investment Management
Maryland
$4.11M -$28K -300 -0.7%
DDC
1018
DF Dent & Co
Maryland
$4.1M -$524K -5,615 -11%
PA
1019
Procyon Advisors
Connecticut
$4.1M +$558K +5,981 +15%
IWA
1020
Icon Wealth Advisors
Texas
$4.09M -$239K -2,557 -5%
AWA
1021
Arkadios Wealth Advisors
Georgia
$4.08M +$832K +8,909 +24%
ET
1022
Entropy Technologies
New York
$4.08M +$1.65M +17,624 +63%
DIA
1023
Dana Investment Advisors
Wisconsin
$4.08M -$9.02M -96,599 -68%
CA
1024
Cullinan Associates
Kentucky
$4.07M +$41.2K +441 +1%
AI
1025
Arvest Investments
Arkansas
$4.07M +$632K +6,765 +18%

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.