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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 %
GMFG
2601
Greater Midwest Financial Group
Minnesota
$399K -$1.08K -12 -0.3%
HBWM
2602
Hollow Brook Wealth Management
New York
$397K +$1.53K +17 +0.4%
HWM
2603
Howard Wealth Management
Connecticut
$397K +$180 +2 +0%
LA
2604
Latitude Advisors
Florida
$396K +$43.6K +486 +12%
HFP
2605
Holistic Financial Partners
Indiana
$396K -$16.8K -187 -4%
KC
2606
Kinloch Capital
Virginia
$396K +$4.49K +50 +1%
IWP
2607
Invenio Wealth Partners
Florida
$395K +$78.5K +874 +25%
PFG
2608
PAX Financial Group
Texas
$395K +$29.1K +324 +8%
BWP
2609
Balboa Wealth Partners
Arizona
$395K -$70.5K -785 -15%
PIA
2610
Perennial Investment Advisors
California
$393K -$15.1K -168 -4%
WLIM
2611
White Lighthouse Investment Management
Massachusetts
$393K -$114K -1,268 -22%
STA
2612
Smith Thornton Advisors
Alabama
$392K -$65.6K -731 -14%
NCM
2613
Next Capital Management
New York
$392K +$22.8K +254 +6%
PCM
2614
Pennsylvania Capital Management
Pennsylvania
$391K -$73.9K -823 -16%
BWM
2615
Birchcreek Wealth Management
Ohio
$391K -$124K -1,384 -24%
DCBT
2616
Dakota Community Bank & Trust
North Dakota
$391K +$48.9K +545 +14%
PBK
2617
Peoples Bank (Kansas)
Kansas
$390K -$18K -200 -4%
NPPM
2618
North Point Portfolio Managers
Ohio
$390K +$390K +4,342 New
CMS
2619
Capital Market Strategies
Florida
$389K -$7.54K -84 -2%
HAM
2620
Harmony Asset Management
Arizona
$386K -$47.1K -525 -11%
WW
2621
Westshore Wealth
California
$386K -$2.15K -24 -0.6%
ACM
2622
Armbruster Capital Management
New York
$385K -$10.9K -121 -3%
OWM
2623
OneAscent Wealth Management
Alabama
$384K -$58.3K -650 -13%
FWI
2624
Facet Wealth Inc
Maryland
$384K +$122K +1,474 +47%
SOW
2625
State of Wyoming
Wyoming
$383K -$628 -7 -0.2%
103 104
105
106 107