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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
VF
1101
Vest Financial
Virginia
$3.53M +$2.54M +27,185 +224%
HCA
1102
Horan Capital Advisors
Ohio
$3.52M -$2.71K -29 -0.1%
TE
1103
Tema ETFs
New York
$3.52M +$2.6M +27,848 +246%
BJL
1104
Brighton Jones LLC
Washington
$3.51M +$80.2K +859 +2%
CB
1105
Cadence Bank
Mississippi
$3.51M -$1.06M -11,345 -23%
TFM
1106
TFC Financial Management
Massachusetts
$3.5M -$29.3K -314 -0.8%
RBA
1107
Richard Bernstein Advisors
New York
$3.5M -$76.9K -824 -2%
FFA
1108
Farther Finance Advisors
California
$3.5M +$1.42M +15,185 +61%
WCM
1109
Whitener Capital Management
North Carolina
$3.5M -$145K -1,550 -4%
HCM
1110
Howland Capital Management
Massachusetts
$3.48M -$181K -1,937 -5%
SPC
1111
Sigma Planning Corp
Michigan
$3.48M +$142K +1,523 +4%
JPMIA
1112
J.P. Marvel Investment Advisors
Massachusetts
$3.47M +$6.54K +70 +0.2%
EFS
1113
Essex Financial Services
Connecticut
$3.46M -$184K -1,971 -5%
CW
1114
CreativeOne Wealth
Kansas
$3.45M +$664K +7,115 +23%
FC
1115
FORA Capital
Florida
$3.45M +$697K +7,461 +24%
GWM
1116
GSB Wealth Management
Connecticut
$3.43M -$113K -1,206 -3%
MIA
1117
MainStreet Investment Advisors
Illinois
$3.38M +$4.11K +44 +0.1%
HI
1118
Harper Investing
California
$3.37M +$1.21M +13,002 +53%
QI
1119
Qtron Investments
Massachusetts
$3.37M +$220K +2,355 +7%
SIA
1120
Soltis Investment Advisors
Utah
$3.35M +$2.55M +27,349 +273%
3IP
1121
3Chopt Investment Partners
Virginia
$3.35M -$12.2K -131 -0.4%
VIA
1122
Vickerman Investment Advisors
Washington
$3.34M +$833K +8,921 +32%
TYCC
1123
Texas Yale Capital Corp
Florida
$3.33M -$340K -3,640 -9%
WPC
1124
White Pine Capital
Minnesota
$3.32M +$14.9K +160 +0.4%
MBTD
1125
Mechanics Bank - Trust Department
California
$3.31M +$422K +4,515 +14%

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.