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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 %
AGC
2851
Aspen Grove Capital
Colorado
$289K -$9.78K -108 -3%
PFWA
2852
Paces Ferry Wealth Advisors
Georgia
$289K -$19.8K -221 -6%
WA
2853
Waterford Advisors
New York
$288K – – –
PWM
2854
Penobscot Wealth Management
Maine
$288K +$34.1K +380 +13%
HBCM
2855
Heron Bay Capital Management
Michigan
$287K +$103K +1,147 +56%
HCP
2856
Holt Capital Partners
Texas
$287K -$175K -1,950 -38%
FIM
2857
FWL Investment Management
Texas
$287K -$1.06M -11,766 -79%
AWM
2858
Alterna Wealth Management
Texas
$286K +$92.8K +1,034 +48%
JWM
2859
JPL Wealth Management
Colorado
$286K -$97.7K -1,089 -25%
CIC
2860
Chilton Investment Company
Connecticut
$286K -$2.03M -22,563 -88%
MPM
2861
MBB Public Markets
Illinois
$285K +$285K +3,174 New
FCIM
2862
Fairview Capital Investment Management
California
$284K – – –
WQ
2863
Wealth Quarterback
New Jersey
$284K -$9.43K -105 -3%
OWA
2864
Opal Wealth Advisors
New York
$283K +$4.22K +47 +2%
SWM
2865
Salvus Wealth Management
New Jersey
$283K -$843K -9,386 -75%
CWM
2866
Cahaba Wealth Management
Georgia
$283K +$10.7K +119 +4%
GJIA
2867
Glass Jacobson Investment Advisors
Maryland
$283K – – –
BCG
2868
Bravias Capital Group
New Jersey
$282K -$9.96K -111 -3%
LFA
2869
Laraway Financial Advisors
Minnesota
$282K -$22.4K -250 -7%
HA
2870
Harfst & Associates
Wyoming
$282K -$38.1K -425 -12%
JCM
2871
Jacobsen Capital Management
Utah
$281K -$41.7K -465 -13%
TWA
2872
Talisman Wealth Advisors
New Jersey
$281K +$5.21K +58 +2%
PSB
2873
Piscataqua Savings Bank
New Hampshire
$280K -$9.16K -102 -3%
NC
2874
North Capital
Utah
$279K +$279K +3,108 New
DWP
2875
Destiny Wealth Partners
Florida
$279K -$54.7K -610 -16%
113 114
115
116 117