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Merck
MRK

Overview Fund Activity

3,400 hedge funds and large institutions have $177B invested in Merck in 2025 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,323 increasing their positions, 1,580 reducing their positions, and 275 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,400
Holders Change
-162
Holders Change %
-4.55%
% of All Funds
46.18%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
0.87%
New
183
Increased
1,323
Reduced
1,580
Closed
275
Calls
$2.57B
Puts
$2.32B
Net Calls
+$255M
Net Calls Change
+$17.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$2.61B
2
TIM
Thornburg Investment Management
New Mexico
+$1.09B
3
Fisher Asset Management
Fisher Asset Management
Washington
+$748M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$708M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$454M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$787M
2
AIM
Alphinity Investment Management
Australia
-$693M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$498M
4
Bank of America
Bank of America
North Carolina
-$481M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$377M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
2526
Optimum Investment Advisors
Illinois
$431K -$31.4K -350 -7%
BAM
2527
Boyar Asset Management
New York
$430K -$53.1K -592 -11%
CPRC
2528
Consolidated Portfolio Review Corp
New York
$429K +$6.01K +67 +1%
MIC
2529
Meridian Investment Counsel
California
$429K – – –
WWA
2530
Wingate Wealth Advisors
Massachusetts
$428K +$987 +11 +0.2%
DFG
2531
Dupree Financial Group
Kentucky
$428K -$13.9K -155 -3%
RFG
2532
Range Financial Group
Oregon
$428K +$140K +1,556 +48%
APW
2533
Acima Private Wealth
Virginia
$428K – – –
PGWM
2534
Parisi Gray Wealth Management
New Jersey
$427K +$13.2K +147 +3%
NC
2535
Napatree Capital
Rhode Island
$427K +$48K +535 +13%
SIC
2536
Sigma Investment Counselors
Michigan
$427K -$182K -2,027 -30%
CPC
2537
Consolidated Planning Corp
Georgia
$426K -$359 -4 -0.1%
TR
2538
Tepp RIA
New Jersey
$426K -$49.2K -548 -10%
PAM
2539
Parvin Asset Management
South Dakota
$425K +$6.55K +73 +2%
WIA
2540
Wetzel Investment Advisors
Indiana
$425K -$10.8K -119 -2%
BLAM
2541
Bourne Lent Asset Management
New York
$425K – – –
SWRP
2542
Summit Wealth & Retirement Planning
California
$425K +$5.57K +62 +1%
PW
2543
PUREfi Wealth
Massachusetts
$424K +$143K +1,590 +51%
HFRG
2544
Houlihan Financial Resource Group
Virginia
$424K +$269 +3 +0.1%
RGC
2545
Roberts, Glore & Co
Illinois
$422K +$44.9K +500 +12%
AC
2546
Annandale Capital
Texas
$422K – – –
GWAG
2547
Garrett Wealth Advisory Group
Texas
$421K -$1.98K -22 -0.5%
SFG
2548
Sovereign Financial Group
Connecticut
$421K +$15.8K +176 +4%
SFG
2549
Sunburst Financial Group
Alabama
$421K -$20.2K -225 -5%
BPW
2550
Bingham Private Wealth
California
$421K -$132K -1,469 -24%
100 101
102
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