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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
BO
1301
Bank OZK
Arkansas
$2.51M -$1.79M -19,153 -41%
PL
1302
Plancorp LLC
Missouri
$2.49M +$467 +5 +0%
SIC
1303
Shoker Investment Counsel
Ohio
$2.49M +$66.8K +716 +3%
CCA
1304
Checchi Capital Advisers
California
$2.49M -$7K -75 -0.3%
NAM
1305
NTV Asset Management
West Virginia
$2.48M -$1.21K -13 -0%
AA
1306
Armis Advisers
Georgia
$2.48M +$1.46M +15,626 +122%
CPA
1307
Court Place Advisors
Maryland
$2.48M -$128K -1,368 -5%
WGAM
1308
Wilkinson Global Asset Management
New York
$2.48M -$49.5K -530 -2%
ISFAN
1309
Investor's Fiduciary Advisor Network
Washington
$2.48M -$614K -6,572 -19%
WP
1310
Waycross Partners
Kentucky
$2.47M
LWM
1311
Latko Wealth Management
Illinois
$2.46M +$20.4K +219 +0.8%
AC
1312
AlphaCore Capital
California
$2.46M +$318K +3,402 +14%
SCM
1313
Silvant Capital Management
Georgia
$2.44M
IB
1314
Intrust Bank
Kansas
$2.44M -$244K -2,610 -9%
KWA
1315
Kingswood Wealth Advisors
California
$2.44M -$299K -3,202 -11%
TFS
1316
Thoroughbred Financial Services
Tennessee
$2.43M -$285K -3,056 -10%
GCP
1317
GSA Capital Partners
United Kingdom
$2.43M +$784K +8,401 +45%
CWM
1318
Cordatus Wealth Management
Pennsylvania
$2.43M +$578K +6,189 +30%
MAM
1319
Madison Asset Management
Wisconsin
$2.42M -$65.2K -698 -3%
VA
1320
Valmark Advisers
Ohio
$2.42M -$33.2K -356 -1%
LA
1321
LM Advisors
California
$2.42M +$644K +6,902 +34%
SAM
1322
Sectoral Asset Management
Quebec, Canada
$2.41M +$224K +2,400 +10%
AIA
1323
AIMZ Investment Advisors
California
$2.41M +$27.8K +298 +1%
FFM
1324
Forum Financial Management
Illinois
$2.41M -$504K -5,394 -17%
NWM
1325
Northcape Wealth Management
New York
$2.4M +$14.5K +155 +0.6%

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.