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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
PA
1226
PFG Advisors
Arizona
$2.84M +$473K +5,071 +19%
CCM
1227
Chilton Capital Management
Texas
$2.83M -$4.47M -47,926 -60%
LWA
1228
Lineweaver Wealth Advisors
Ohio
$2.81M +$225K +2,410 +8%
SIG
1229
Stonegate Investment Group
Alabama
$2.77M +$300K +3,216 +12%
AFG
1230
Allegheny Financial Group
Pennsylvania
$2.77M +$117K +1,254 +4%
BWAM
1231
Boyd Watterson Asset Management
Ohio
$2.77M -$2.05K -22 -0.1%
ADBIC
1232
A.D. Beadell Investment Counsel
Wisconsin
$2.77M -$71.9K -770 -2%
PG
1233
Patten Group
Tennessee
$2.76M +$37K +396 +1%
CWMK
1234
Caliber Wealth Management (Kansas)
Kansas
$2.76M +$2.87M +30,768 New
JIP
1235
Jaffetilchin Investment Partners
Florida
$2.76M +$128K +1,370 +5%
GIC
1236
Generali Investments CEE
Czech Republic
$2.76M -$89.3K -956 -3%
HI
1237
Hudock Inc
Pennsylvania
$2.76M +$535K +5,725 +23%
TCMG
1238
TSP Capital Management Group
New Jersey
$2.76M
GL
1239
Graypoint LLC
New York
$2.76M -$176K -1,882 -6%
SSA
1240
SSA Swiss Advisors
$2.75M +$2.88M +30,845 New
RBC
1241
Romano Brothers & Co
Illinois
$2.75M -$21.6K -231 -0.7%
MNBTD
1242
Moody National Bank Trust Division
Texas
$2.75M -$21.3K -228 -0.7%
GFPC
1243
Global Financial Private Client
Florida
$2.74M +$910K +9,750 +47%
BFC
1244
Blue Fin Capital
Rhode Island
$2.73M -$26.3K -282 -0.9%
KWM
1245
Keebeck Wealth Management
Illinois
$2.73M -$2.5M -26,729 -47%
MCM
1246
MV Capital Management
Maryland
$2.73M +$253K +2,712 +10%
EWA
1247
Exencial Wealth Advisors
Oklahoma
$2.72M -$117K -1,258 -4%
VNIM
1248
Vaughan Nelson Investment Management
Texas
$2.71M
MJRIC
1249
Mogy Joel R Investment Counsel
California
$2.71M
MHS
1250
M Holdings Securities
Oregon
$2.71M +$771K +8,253 +38%

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.