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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 %
KCM
2826
KRS Capital Management
Michigan
$299K -$27.6K -307 -8%
WWC
2827
Waypoint Wealth Counsel
Georgia
$299K +$28.9K +322 +11%
FCG
2828
Fielder Capital Group
Tennessee
$298K -$55.9K -623 -16%
MGWM
2829
Marks Group Wealth Management
Minnesota
$298K -$539 -6 -0.2%
BF
2830
Brucke Financial
Indiana
$298K +$38.2K +448 +15%
SIAG
2831
Safeguard Investment Advisory Group
California
$297K +$297K +3,302 New
CJ
2832
Caitlin John
Michigan
$296K -$42.5K -474 -13%
HP
2833
Highlander Partners
Texas
$296K – – –
GWSG
2834
GPS Wealth Strategies Group
Colorado
$296K -$14.7K -164 -5%
NFW
2835
Noble Family Wealth
Florida
$295K – – –
CGH
2836
CMG Global Holdings
Texas
$295K -$56K -702 -16%
VP
2837
Verum Partners
North Carolina
$294K -$9.78K -109 -3%
SA
2838
Sovran Advisors
California
$294K +$7.72K +99 +3%
DBIA
2839
Dumont & Blake Investment Advisors
New Jersey
$294K -$2.51K -28 -0.8%
SIA
2840
SGL Investment Advisors
Montana
$293K +$65.1K +838 +28%
FZCM
2841
Flynn Zito Capital Management
New York
$292K -$36.3K -404 -11%
M
2842
Mirova
France
$292K – – –
PCM
2843
Piedmont Capital Management
Montana
$292K +$158 +2 +0.1%
HPM
2844
Hoxton Planning & Management
West Virginia
$291K -$82.5K -919 -22%
FG
2845
Foster Group
Iowa
$291K +$58.1K +647 +25%
TWM
2846
Tradition Wealth Management
Minnesota
$291K +$1.62K +18 +0.6%
OCM
2847
Objective Capital Management
Ohio
$291K -$119K -1,324 -29%
BGAI
2848
Bruce G. Allen Investments
Colorado
$290K +$5.83K +65 +2%
SGCA
2849
Steel Grove Capital Advisors
Tennessee
$290K -$10.8K -120 -4%
VBCG
2850
Valley Brook Capital Group
Pennsylvania
$290K -$141K -1,574 -33%
112 113
114
115 116