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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
BBWA
1051
Bell & Brown Wealth Advisors
California
$3.92M +$47.3K +507 +1%
MSAM
1052
Moloney Securities Asset Management
Missouri
$3.91M +$2.76M +29,612 +212%
BSC
1053
Brown Shipley & Co
United Kingdom
$3.91M -$189K -2,019 -4%
SIM
1054
Studio Investment Management
Illinois
$3.9M +$39.5K +423 +1%
TCOK
1055
Trust Company of Kansas
Kansas
$3.87M +$42.9K +459 +1%
PAMP
1056
Polar Asset Management Partners
Ontario, Canada
$3.87M -$3.34M -35,734 -45%
IPAM
1057
ICICI Prudential Asset Management
India
$3.86M
PA
1058
Profund Advisors
Maryland
$3.86M -$90.3K -967 -2%
LS
1059
Leelyn Smith
Illinois
$3.84M +$344K +3,685 +9%
ACM
1060
Alpha Capital Management
Texas
$3.84M +$317K +3,394 +9%
ST
1061
Spinnaker Trust
Maine
$3.83M +$67.5K +723 +2%
LOIM
1062
Liberty One Investment Management
Illinois
$3.82M +$586K +6,275 +17%
MG
1063
Mather Group
Illinois
$3.81M +$1.56M +16,721 +65%
HCM
1064
Hengehold Capital Management
Ohio
$3.8M +$220K +2,354 +6%
FWM
1065
Finer Wealth Management
Massachusetts
$3.8M +$25.7K +275 +0.7%
RSC
1066
Red Spruce Capital
Pennsylvania
$3.8M -$38.5K -412 -1%
PAMG
1067
Patton Albertson Miller Group
Tennessee
$3.8M -$2.15M -23,005 -35%
PDL
1068
Portfolio Design Labs
California
$3.79M -$211K -2,262 -5%
KIC
1069
Kensington Investment Counsel
California
$3.79M +$250K +2,680 +7%
GC
1070
Globeflex Capital
California
$3.79M
FFWA
1071
FRG Family Wealth Advisors
Washington
$3.78M -$288K -3,086 -7%
SFCL
1072
Strengthening Families & Communities LLC
Massachusetts
$3.77M +$116K +1,239 +3%
MCM
1073
Manchester Capital Management
Vermont
$3.77M -$59K -632 -1%
GM
1074
GeoWealth Management
Illinois
$3.77M -$860K -9,207 -18%
WA
1075
WealthTrust Axiom
Pennsylvania
$3.76M -$34.4K -368 -0.9%

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.