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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
SACTSONJ
1176
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.05M
SB
1177
SIG Brokerage
New York
$3.04M +$3.16M +33,839 New
FNBTCON
1178
First National Bank & Trust Co of Newtown
Pennsylvania
$3.04M +$14.9K +160 +0.5%
SAM
1179
Smartleaf Asset Management
Massachusetts
$3.03M -$185K -1,977 -6%
HCM
1180
Hodges Capital Management
Texas
$3.03M +$1.35M +14,428 +75%
BWG
1181
Berry Wealth Group
Texas
$3.03M -$240K -2,571 -7%
QPWM
1182
Quadrant Private Wealth Management
Pennsylvania
$3.02M -$17.3K -185 -0.6%
WKWM
1183
Walter & Keenan Wealth Management
Indiana
$3.01M +$41.7K +447 +1%
WAP
1184
Wealthcare Advisory Partners
Pennsylvania
$3M -$92.2K -987 -3%
SW
1185
Simplicity Wealth
New Jersey
$3M +$2.83M +30,335 +992%
PAM
1186
Palisade Asset Management
Minnesota
$2.99M +$35.9K +385 +1%
AACR
1187
ACR Alpine Capital Research
Missouri
$2.97M +$522K +5,587 +20%
AOWM
1188
Alpha Omega Wealth Management
Virginia
$2.97M +$177K +1,892 +6%
AWCI
1189
Alpine Woods Capital Investors
New York
$2.97M -$1.06M -11,333 -26%
BA
1190
Bristlecone Advisors
Washington
$2.97M +$767K +8,217 +33%
RPAM
1191
Rhenman & Partners Asset Management
Sweden
$2.96M -$22.8M -244,500 -88%
NP
1192
NorthRock Partners
Minnesota
$2.96M -$331K -3,545 -10%
BAM
1193
Berkshire Asset Management
Pennsylvania
$2.96M -$28.2M -301,906 -89%
MCB
1194
Morton Community Bank
Illinois
$2.96M +$39.9K +427 +1%
CII
1195
Capital International Inc
California
$2.95M -$5.09M -54,467 -62%
USCWA
1196
U.S. Capital Wealth Advisors
Texas
$2.95M +$668K +7,154 +28%
CCG
1197
Chatham Capital Group
Georgia
$2.95M +$29.8K +319 +1%
AWM
1198
Angeles Wealth Management
California
$2.95M -$190K -2,030 -6%
ESB
1199
Essex Savings Bank
Connecticut
$2.95M -$51.3K -549 -2%
WFG
1200
Wills Financial Group
Virginia
$2.95M -$203K -2,171 -6%

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.