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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
TAM
1276
Trust Asset Management
Texas
$2.62M +$1.21K +13 +0%
ISB
1277
Iowa State Bank
Iowa
$2.61M -$221K -2,370 -8%
SNB
1278
Security National Bank
Nebraska
$2.61M -$3.9M -41,789 -59%
PS
1279
Pensionfund Sabic
Netherlands
$2.6M -$327K -3,500 -11%
GWMR
1280
GC Wealth Management RIA
Massachusetts
$2.6M +$115K +1,230 +4%
GWM
1281
Glass Wealth Management
Texas
$2.6M -$313K -3,350 -10%
AA
1282
Ancora Advisors
Ohio
$2.59M +$65.6K +703 +3%
FMI
1283
F/M Investments
District of Columbia
$2.58M +$52.8K +566 +2%
WT
1284
Washington Trust
Rhode Island
$2.58M -$251K -2,690 -9%
LC
1285
LCNB Corp
Ohio
$2.58M +$829K +8,877 +45%
CIAS
1286
Capital Investment Advisory Services
North Carolina
$2.57M +$309K +3,311 +13%
MFGM
1287
Marshall Financial Group (Maryland)
Maryland
$2.56M +$208K +2,223 +8%
HAC
1288
Harbor Advisory Corp
New Hampshire
$2.56M
MCC
1289
Malaga Cove Capital
California
$2.55M +$252K +2,698 +10%
AWM
1290
Aries Wealth Management
Maine
$2.55M +$149K +1,593 +6%
JPWM
1291
Jamison Private Wealth Management
Georgia
$2.55M +$45.9K +492 +2%
ICP
1292
Ilex Capital Partners
United Kingdom
$2.55M +$2.65M +28,372 New
WCM
1293
Windward Capital Management
California
$2.54M -$158K -1,690 -6%
GJWM
1294
Gilliland Jeter Wealth Management
Arkansas
$2.54M -$153K -1,638 -5%
EIP
1295
Ellis Investment Partners
Pennsylvania
$2.54M +$183K +1,959 +7%
IAIM
1296
International Assets Investment Management
Florida
$2.54M +$65.5K +701 +3%
BCA
1297
Bay Colony Advisors
Massachusetts
$2.53M -$194K -2,082 -7%
LPT
1298
Legacy Private Trust
Wisconsin
$2.53M -$35.8K -383 -1%
WAM
1299
Werlinich Asset Management
Connecticut
$2.52M +$236K +2,530 +10%
CWM
1300
Centric Wealth Management
Illinois
$2.52M +$380K +4,075 +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.