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
BCM
1076
Birmingham Capital Management
Alabama
$3.76M +$108K +1,160 +3%
VAS
1077
Vestmark Advisory Solutions
Massachusetts
$3.75M -$1.03M -11,045 -21%
WMA
1078
West Michigan Advisors
Michigan
$3.74M -$1.96K -21 -0.1%
PMWMG
1079
Parr McKnight Wealth Management Group
Minnesota
$3.71M +$387K +4,142 +11%
VF
1080
Virtu Financial
New York
$3.7M +$3.41M +36,492 +779%
KIM
1081
Kestra Investment Management
Texas
$3.69M +$1.84M +19,752 +92%
PFM
1082
Privium Fund Management
Netherlands
$3.69M -$2.94M -31,518 -43%
SWM
1083
Scissortail Wealth Management
Oklahoma
$3.68M +$162K +1,732 +4%
LG
1084
Leuthold Group
Minnesota
$3.68M +$3.83M +40,970 New
CTI
1085
Community Trust & Investment
Kentucky
$3.66M +$1.05M +11,202 +38%
RWM
1086
Ritholtz Wealth Management
New York
$3.66M -$644K -6,900 -14%
RP
1087
Rowlandmiller & Partners
Georgia
$3.65M -$173K -1,850 -4%
IBOK
1088
Independence Bank of Kentucky
Kentucky
$3.65M -$91.6K -981 -2%
WCF
1089
West Coast Financial
California
$3.64M +$3.13M +33,479 +470%
SWM
1090
Spire Wealth Management
Virginia
$3.64M -$271K -2,904 -7%
TCWA
1091
Turtle Creek Wealth Advisors
Texas
$3.63M +$1.07M +11,454 +39%
SFG
1092
SevenBridge Financial Group
Pennsylvania
$3.61M -$1.09M -11,644 -21%
IAN
1093
Integrated Advisors Network
Texas
$3.61M -$822K -8,808 -18%
GSEP
1094
Golden State Equity Partners
California
$3.6M +$11.3K +121 +0.3%
PIA
1095
Petredis Investment Advisors
Pennsylvania
$3.59M +$74.2K +795 +2%
PIM
1096
Penobscot Investment Management
Massachusetts
$3.57M +$332K +3,561 +10%
ACP
1097
Aviance Capital Partners
Florida
$3.56M -$2.33K -25 -0.1%
FM
1098
Family Management
New York
$3.55M +$122K +1,310 +3%
FM
1099
Foster & Motley
Ohio
$3.55M -$243K -2,608 -6%
CAMG
1100
CWA Asset Management Group
Florida
$3.54M +$1.22M +13,075 +50%

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.