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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
CI
1151
Conning Inc
Connecticut
$3.15M +$1.21K +13 +0%
MPIM
1152
McGinn Penninger Investment Management
Virginia
$3.15M +$168K +1,795 +5%
FLI
1153
Family Legacy Inc
South Carolina
$3.15M +$25.1K +269 +0.8%
SP
1154
Stonebrook Private
Michigan
$3.15M -$52.1K -558 -2%
MCM
1155
Marathon Capital Management
Maryland
$3.14M +$270K +2,895 +9%
OIM
1156
Opus Investment Management
Massachusetts
$3.14M
SI
1157
Sava Infond
Slovenia
$3.13M +$373K +4,000 +13%
SAM
1158
Synergy Asset Management
Washington
$3.13M -$15.1M -161,639 -82%
JFL
1159
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.11M -$56K -600 -2%
DIP
1160
DT Investment Partners
Pennsylvania
$3.11M
CRIG
1161
Charter Research & Investment Group
Connecticut
$3.11M
AAS
1162
Ameritas Advisory Services
Nebraska
$3.11M -$603K -6,463 -16%
1WA
1163
180 Wealth Advisors
Washington
$3.11M +$290K +3,106 +10%
BIC
1164
Beach Investment Counsel
Pennsylvania
$3.09M -$97.3K -1,042 -3%
HA
1165
Herold Advisors
New York
$3.09M -$170K -1,822 -5%
CCA
1166
Cobblestone Capital Advisors
New York
$3.08M -$128K -1,374 -4%
EWM
1167
Empirical Wealth Management
Washington
$3.08M -$272K -2,908 -8%
PAM
1168
Paradigm Asset Management
New York
$3.08M
SC
1169
SouthState Corp
Florida
$3.07M +$158K +1,696 +5%
BL
1170
BFSG LLC
California
$3.07M +$121K +1,294 +4%
FCP
1171
Fidelis Capital Partners
Florida
$3.07M -$886K -9,488 -20%
DJSG
1172
D.J. St. Germain
Massachusetts
$3.06M -$445K -4,766 -12%
HKAM
1173
Horizon Kinetics Asset Management
New York
$3.06M +$46.7K +500 +1%
MG
1174
Marex Group
$3.06M -$4.14M -44,359 -57%
SR
1175
Syntax Research
Florida
$3.05M +$67.1K +719 +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.