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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
BHB
1326
Bank Hapoalim BM
Israel
$2.4M +$599K +6,420 +32%
CA
1327
Callahan Advisors
Texas
$2.4M -$83.8K -898 -3%
PJSIMP
1328
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.4M
WBWA
1329
William B. Walkup & Associates
South Carolina
$2.4M -$15K -161 -0.6%
DGM
1330
Delta Global Management
New York
$2.39M +$2.49M +26,650 New
PWA
1331
Phoenix Wealth Advisors
North Carolina
$2.38M +$10.6K +114 +0.4%
IFG
1332
Independent Financial Group
California
$2.38M +$378K +4,053 +18%
AWAU
1333
Alliance Wealth Advisors (Utah)
Utah
$2.38M +$4.58K +49 +0.2%
GS
1334
GTS Securities
New York
$2.38M +$1.14M +12,237 +86%
KFGK
1335
Keystone Financial Group (Kentucky)
Kentucky
$2.37M -$50K -536 -2%
CC
1336
Cypress Capital
Tennessee
$2.37M +$107K +1,144 +5%
AIC
1337
Archer Investment Corporation
Indiana
$2.37M +$302K +3,238 +14%
HAS
1338
HBW Advisory Services
California
$2.37M +$2.01M +21,491 +439%
NLP
1339
Next Level Private
New York
$2.37M +$2.61K +28 +0.1%
SC
1340
Stolper & Co
Oklahoma
$2.37M +$21K +225 +0.9%
RMCM
1341
Reynders McVeigh Capital Management
Massachusetts
$2.36M -$113K -1,211 -4%
WSC
1342
Wellington Shields & Co
New York
$2.35M -$7K -75 -0.3%
CPA
1343
Capital Planning Advisors
California
$2.34M -$684K -7,322 -22%
CFMC
1344
Curbstone Financial Management Corp
New Hampshire
$2.33M +$182K +1,949 +8%
TCOTS
1345
Trust Company of the South
North Carolina
$2.33M +$3.46K +37 +0.1%
KCM
1346
Kerusso Capital Management
North Carolina
$2.32M +$61.9K +663 +3%
CCG
1347
Ceeto Capital Group
Florida
$2.32M +$93.4K +1,000 +4%
RIM
1348
Redwood Investment Management
Arizona
$2.31M +$2.07M +22,138 +608%
SLI
1349
Sumitomo Life Insurance
Japan
$2.31M -$36.6K -392 -1%
PCMN
1350
Paradigm Capital Management (Nevada)
Nevada
$2.3M +$135K +1,449 +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.