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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
NEAM
1026
New England Asset Management
Connecticut
$4.07M +$1.31M +14,015 +45%
HCM
1027
Huber Capital Management
California
$4.07M +$2.33M +25,000 +123%
NICM
1028
Neo Ivy Capital Management
New York
$4.06M +$1.69M +18,083 +67%
HIC
1029
Holderness Investments Company
North Carolina
$4.04M -$19.9K -213 -0.5%
PRS
1030
Pinkerton Retirement Specialists
Idaho
$4.03M +$549K +5,883 +15%
MWM
1031
MOKAN Wealth Management
Kansas
$4.02M +$507K +5,426 +14%
MSA
1032
MUFG Securities Americas
New York
$4.02M +$694K +7,435 +20%
BHA
1033
Beech Hill Advisors
New York
$4.01M -$31.4K -336 -0.7%
CT
1034
Chicago Trust
Illinois
$4.01M -$180K -1,930 -4%
BOCM
1035
Bontempo Ohly Capital Management
Maryland
$4M +$4.16M +44,586 New
CHAM
1036
Clear Harbor Asset Management
Connecticut
$4M -$8.96K -96 -0.2%
BBA
1037
BLB&B Advisors
Pennsylvania
$4M -$317K -3,392 -7%
QCG
1038
Quadrant Capital Group
Ohio
$3.99M +$1.31M +14,047 +46%
SAIG
1039
Semper Augustus Investments Group
Colorado
$3.99M
BCFS
1040
Butensky & Cohen Financial Security
Florida
$3.97M +$208K +2,228 +5%
RC
1041
Roundview Capital
New Jersey
$3.97M -$168K -1,803 -4%
LIM
1042
Leavell Investment Management
Alabama
$3.96M -$644K -6,901 -14%
SAM
1043
Sompo Asset Management
Japan
$3.96M +$317K +3,398 +8%
CBB
1044
Citizens Business Bank
California
$3.94M +$3.86M +41,338 +1,584%
TBA
1045
Tower Bridge Advisors
Pennsylvania
$3.94M -$392K -4,200 -9%
RWM
1046
Rench Wealth Management
Texas
$3.94M +$59.8K +640 +1%
SHFA
1047
SS&H Financial Advisors
Michigan
$3.93M +$319K +3,418 +8%
LFG
1048
Larson Financial Group
Missouri
$3.93M +$1.09M +11,644 +36%
SWP
1049
Sagespring Wealth Partners
Tennessee
$3.92M -$864K -9,254 -17%
PTC
1050
Private Trust Company
Ohio
$3.92M +$59.8K +641 +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.