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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 %
CP
2651
CenterBook Partners
Connecticut
$372K +$372K +4,146 New
WCWM
2652
Willow Creek Wealth Management
California
$372K -$2.6K -29 -0.7%
PA
2653
Perennial Advisors
New York
$370K +$370K +4,124 New
CICI
2654
Capital Investment Counsel Inc
North Carolina
$370K – – –
SIA
2655
Strategic Investment Advisors
Michigan
$370K -$395K -4,401 -52%
UPS
2656
UHLMANN PRICE SECURITIES
Illinois
$370K -$44.4K -495 -11%
RWA
2657
Redhawk Wealth Advisors
Minnesota
$369K -$513K -5,714 -58%
TW
2658
Towerpoint Wealth
California
$369K +$131K +1,463 +55%
FLII
2659
First Long Island Investors
New York
$368K – – –
TFO
2660
Tarbox Family Office
California
$367K – – –
AIP
2661
Almanack Investment Partners
Pennsylvania
$366K +$74.7K +832 +26%
DWM
2662
Drive Wealth Management
Utah
$364K -$350K -3,867 -49%
TA
2663
TFB Advisors
Kansas
$364K -$12.7K -142 -3%
AWM
2664
Atticus Wealth Management
Florida
$363K +$539 +6 +0.1%
GS
2665
Gagnon Securities
New York
$363K -$2.96K -33 -0.8%
TGAM
2666
TBH Global Asset Management
Tennessee
$363K -$27.9K -311 -7%
BWA
2667
Bordeaux Wealth Advisors
California
$362K -$70.1K -781 -16%
MTIC
2668
Missouri Trust & Investment Company
Missouri
$362K -$511K -5,694 -59%
FC
2669
Fairscale Capital
New Hampshire
$362K -$18.1K -200 -5%
JF
2670
JSF Financial
California
$361K +$3.14K +35 +0.9%
APM
2671
Advanced Portfolio Management
New York
$361K +$361K +4,021 New
OFW
2672
Omnia Family Wealth
Florida
$360K -$15.3K -169 -4%
KIG
2673
Kennedy Investment Group
New Jersey
$360K +$15.3K +170 +4%
EW
2674
Element Wealth
Mississippi
$360K +$449 +5 +0.1%
LAI
2675
Legal Advantage Investments
California
$359K – – –
105 106
107
108 109