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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
WP
1126
WealthShield Partners
North Carolina
$3.31M +$1.54M +16,447 +81%
FCMT
1127
Founders Capital Management (Texas)
Texas
$3.31M -$652K -6,979 -16%
SSB
1128
Sandy Spring Bank
Maryland
$3.29M -$427K -4,570 -11%
CWS
1129
Confluence Wealth Services
Pennsylvania
$3.29M -$82.5K -884 -2%
UCI
1130
Uncommon Cents Investing
Wisconsin
$3.29M +$95.9K +1,027 +3%
SFI
1131
Susquehanna Fundamental Investments
Pennsylvania
$3.26M -$27.8M -297,245 -89%
IWM
1132
IHT Wealth Management
Illinois
$3.26M +$168K +1,800 +5%
QT
1133
Quantbot Technologies
New York
$3.26M +$529K +5,669 +19%
HW
1134
Hancock Whitney
Mississippi
$3.23M +$62.1K +665 +2%
SFP
1135
Shepherd Financial Partners
Massachusetts
$3.23M -$417K -4,461 -11%
CAIM
1136
Catherine Avery Investment Management
Florida
$3.22M +$617K +6,613 +23%
ERIC
1137
Eagle Rock Investment Company
Georgia
$3.22M -$39.8K -426 -1%
DWM
1138
Dakota Wealth Management
Florida
$3.22M -$352K -3,766 -10%
EFM
1139
E Fund Management
China
$3.21M +$464K +4,969 +16%
RSWM
1140
Robertson Stephens Wealth Management
California
$3.21M -$42.4K -454 -1%
NG
1141
Novem Group
New York
$3.2M -$249K -2,668 -7%
FWP
1142
FAS Wealth Partners
Kansas
$3.2M +$71.3K +764 +2%
ZIC
1143
ZWJ Investment Counsel
Georgia
$3.19M -$1.95M -20,914 -37%
DIA
1144
Dean Investment Associates
Ohio
$3.19M -$330K -3,530 -9%
CNFG
1145
Creegan & Nassoura Financial Group
New Hampshire
$3.19M
HI
1146
Horizon Investments
North Carolina
$3.18M +$424K +4,540 +15%
BLC
1147
Brown, Lisle/Cummings
Rhode Island
$3.18M +$115K +1,233 +4%
ANTB
1148
AMG National Trust Bank
Colorado
$3.17M -$171K -1,835 -5%
AT
1149
Avalon Trust
New Mexico
$3.17M -$14.5M -155,796 -82%
AFG
1150
Atomi Financial Group
New York
$3.16M +$68.1K +729 +2%

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.