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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
DSC
1251
Duncker Streett & Co
Missouri
$2.71M -$27.1K -290 -1%
EP
1252
Edgestream Partners
New Jersey
$2.71M +$2.08M +22,263 +282%
AC
1253
Addison Capital
Pennsylvania
$2.7M -$1.87K -20 -0.1%
SWM
1254
SeaCrest Wealth Management
New York
$2.7M -$373K -3,993 -12%
AW
1255
Apricus Wealth
South Carolina
$2.7M +$748K +8,014 +36%
ETC
1256
Exchange Traded Concepts
Oklahoma
$2.69M -$8.32M -89,096 -75%
BC
1257
Broadwater Capital
Massachusetts
$2.69M
MBT
1258
Montecito Bank & Trust
California
$2.69M +$30.3K +324 +1%
SC
1259
Syon Capital
California
$2.68M +$63.6K +681 +2%
GC
1260
Gould Capital
Washington
$2.68M +$488K +5,229 +21%
CT
1261
Coastline Trust
Rhode Island
$2.68M +$9.15K +98 +0.3%
FSA
1262
Franklin Street Advisors
North Carolina
$2.67M -$93.7K -1,004 -3%
FPGT
1263
Financial Partners Group (Tennessee)
Tennessee
$2.67M -$48.2K -516 -2%
CA
1264
CGN Advisors
Kansas
$2.67M +$255K +2,735 +10%
FFBTD
1265
First Financial Bank - Trust Division
Ohio
$2.65M -$87.2K -934 -3%
JIC
1266
Joel Isaacson & Co
New York
$2.64M +$158K +1,689 +6%
DWM
1267
Diversify Wealth Management
Utah
$2.64M +$1.01M +10,839 +53%
MIC
1268
Means Investment Company
Maine
$2.64M -$119K -1,270 -4%
EL
1269
Essex LLC
Illinois
$2.63M -$318K -3,407 -10%
JAG
1270
Journey Advisory Group
Kentucky
$2.63M -$859K -9,197 -24%
DMC
1271
Drexel Morgan & Co
Pennsylvania
$2.63M
HIC
1272
Harvey Investment Company
Kentucky
$2.63M
DFG
1273
Delta Financial Group
New Jersey
$2.62M +$9.99K +107 +0.4%
IA
1274
IFP Advisors
Florida
$2.62M +$185K +1,983 +7%
PWW
1275
Pettyjohn Wood & White
Virginia
$2.62M -$543K -5,818 -17%

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.