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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 %
WAM
2801
Wallington Asset Management
Indiana
$310K – – –
BI
2802
Ballast Inc
Kentucky
$309K – – –
FMP
2803
Financial Management Professionals
Texas
$309K -$34.7K -387 -10%
FPGK
2804
Financial Partners Group (Kansas)
Kansas
$308K -$36.9K -411 -11%
SW
2805
SkyOak Wealth
Michigan
$308K +$90 +1 +0%
TIM
2806
Tortoise Investment Management
New York
$308K -$22.4K -250 -7%
FFO
2807
Fortitude Family Office
Arizona
$307K -$67.4K -751 -18%
BBA
2808
Baader Bank Aktiengesellschaft
Germany
$307K +$106K +1,285 +53%
FSG
2809
Financial Strategies Group
Michigan
$307K +$314 +4 +0.1%
CMI
2810
Clare Market Investments
Texas
$306K -$96.7K -1,077 -24%
LIA
2811
Lynx Investment Advisory
District of Columbia
$306K +$30.9K +344 +11%
WI
2812
WBI Investments
New Jersey
$305K +$305K +3,395 New
OWA
2813
ORBA Wealth Advisors
Illinois
$304K – – –
RC
2814
Rovin Capital
Arizona
$304K +$41.3K +460 +16%
USWIA
2815
UP Strategic Wealth Investment Advisors
Pennsylvania
$303K +$18.3K +204 +6%
VC
2816
Veracity Capital
Georgia
$303K -$64.1K -714 -17%
FGWP
2817
Founders Grove Wealth Partners
Virginia
$302K +$7.09K +79 +2%
CWS
2818
Cypress Wealth Services
California
$301K -$25.1K -280 -8%
RPGNY
2819
Retirement Planning Group (New York)
New York
$301K -$7.99K -89 -3%
CCP
2820
Carmel Capital Partners
California
$301K +$4.31K +48 +1%
FAG
2821
Fortitude Advisory Group
Washington
$301K -$189K -2,474 -39%
AWM
2822
AllSquare Wealth Management
New York
$301K – – –
SAW
2823
Signal Advisors Wealth
Michigan
$300K +$33.3K +371 +12%
FCFC
2824
First Commonwealth Financial Corp
Pennsylvania
$300K -$17.6K -196 -6%
PPW
2825
Pasadena Private Wealth
California
$299K -$15.7K -175 -5%
111 112
113
114 115