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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 %
TWP
2551
Tower Wealth Partners
Pennsylvania
$420K -$83.9K -935 -17%
SPWG
2552
Syntegra Private Wealth Group
Missouri
$420K -$21.5K -239 -5%
KOC
2553
Koss-Olinger Consulting
Florida
$420K +$420K +4,684 New
AAA
2554
American Alpha Advisors
New York
$420K +$420K +4,678 New
LK
2555
Lumbard & Kellner
New Hampshire
$419K – – –
CSA
2556
Cottage Street Advisors
Massachusetts
$419K – – –
TSWM
2557
Tyler-Stone Wealth Management
Ohio
$419K -$52.2K -582 -11%
CAL
2558
Capital Advisors Ltd
Ohio
$419K -$34.8K -388 -8%
DFA
2559
DHJJ Financial Advisors
Illinois
$419K – – –
JBA
2560
Johnson Bixby & Associates
Washington
$418K – – –
SHGA
2561
Sand Hill Global Advisors
California
$418K +$74.2K +827 +22%
3F
2562
360 Financial
Minnesota
$418K +$2.78K +31 +0.7%
OBGC
2563
O'Brien Greene & Co
Pennsylvania
$418K – – –
CIA
2564
Cohen Investment Advisors
New Hampshire
$418K +$5.66K +63 +1%
AWP
2565
Accretive Wealth Partners
New Jersey
$418K -$4.19K -53 -1%
WP
2566
Westmount Partners
California
$418K -$61.4K -684 -13%
RPGK
2567
Retirement Planning Group (Kansas)
Kansas
$416K +$10.2K +114 +3%
SA
2568
Sylvest Advisors
Texas
$416K – – –
SAMT
2569
Select Asset Management & Trust
Pennsylvania
$415K +$132K +1,470 +47%
FCFC
2570
First Citizens Financial Corp
Iowa
$415K – – –
GAM
2571
Gemmer Asset Management
California
$414K +$60.7K +676 +17%
UBV
2572
United Bank (Virginia)
Virginia
$411K -$1.8K -20 -0.4%
AWM
2573
Ariadne Wealth Management
California
$410K +$192K +2,526 +88%
RFN
2574
Redwood Financial Network
Ohio
$408K -$156K -1,741 -28%
CFGW
2575
Chancellor Financial Group WB
Pennsylvania
$408K -$98.3K -1,095 -19%
101 102
103
104 105