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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 %
FC
2676
Financial Council
Maryland
$358K – – –
EHWM
2677
Eads & Heald Wealth Management
Georgia
$357K +$54.8K +610 +18%
PWM
2678
Palumbo Wealth Management
New York
$357K +$26.9K +300 +8%
RA
2679
Riverstone Advisors
Texas
$356K -$5.83K -65 -2%
PIP
2680
Peachtree Investment Partners
Florida
$356K +$59.8K +666 +20%
ATWA
2681
Arbor Trust Wealth Advisors
Michigan
$356K -$62.9K -695 -15%
BAM
2682
Broyhill Asset Management
North Carolina
$356K +$28.8K +321 +9%
RS
2683
Rakuten Securities
Japan
$356K +$46.9K +522 +15%
LSWP
2684
Liberty Square Wealth Partners
Pennsylvania
$356K – – –
CC
2685
Constitution Capital
Connecticut
$355K -$71.8K -800 -17%
TWP
2686
Triad Wealth Partners
Kansas
$353K +$10.4K +116 +3%
AWA
2687
Alta Wealth Advisors
Massachusetts
$353K +$53.9K +600 +18%
AA
2688
Advisory Alpha
Michigan
$352K -$7.63K -85 -2%
OAM
2689
Oak Asset Management
California
$352K – – –
TCM
2690
Triumph Capital Management
Colorado
$352K +$36.2K +403 +11%
VIP
2691
Vista Investment Partners
Oklahoma
$351K -$21.3K -237 -6%
NQWM
2692
Northwest Quadrant Wealth Management
Oregon
$351K +$1.44K +16 +0.4%
LAM
2693
Lewis Asset Management
California
$350K +$74.8K +833 +27%
OA
2694
Operose Advisors
Wisconsin
$350K -$3.32K -37 -0.9%
BWM
2695
BKM Wealth Management
Wisconsin
$349K -$2.06K -23 -0.6%
AIFAIM
2696
American Institute for Advanced Investment Management
Arizona
$349K -$4.04K -45 -1%
RA
2697
Rise Advisors
New York
$349K -$64.8K -722 -16%
RFW
2698
Rainier Family Wealth
Washington
$349K -$76.5K -852 -18%
PCH
2699
PGIM Custom Harvest
New Jersey
$349K -$66.8K -744 -16%
PSCM
2700
Per Stirling Capital Management
Texas
$349K +$37.7K +420 +12%
106 107
108
109 110