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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 %
KIA
2876
Knollwood Investment Advisory
Maryland
$278K – – –
GL
2877
Gerber LLC
Ohio
$278K -$9.69K -108 -3%
BAM
2878
Byrne Asset Management
New Jersey
$278K +$278K +3,093 New
RW
2879
Regimen Wealth
Georgia
$278K +$4.31K +48 +2%
PSC
2880
Prentiss Smith & Co
Vermont
$277K – – –
AWC
2881
Adamsbrown Wealth Consultants
Kansas
$277K +$4.67K +52 +2%
DW30
2882
Drucker Wealth 3.0
New Jersey
$277K +$87.6K +976 +46%
WCFA
2883
Walkner Condon Financial Advisors
Wisconsin
$276K -$269 -3 -0.1%
PFP
2884
Paragon Financial Partners
California
$276K -$36.2K -403 -12%
CWM
2885
Castle Wealth Management
Florida
$276K -$41K -453 -13%
BC
2886
Bayforest Capital
United Kingdom
$276K +$238K +2,647 +617%
FA
2887
Fountainhead AM
New Jersey
$276K +$48.7K +543 +21%
AF
2888
Apollon Financial
South Carolina
$275K +$27.7K +309 +11%
SFP
2889
Sterling Financial Planning
New Jersey
$275K -$987 -11 -0.4%
TPW
2890
Talon Private Wealth
Florida
$275K +$273K +3,044 +14,495%
FOA
2891
Five Oceans Advisors
California
$275K -$89.5K -997 -25%
WC
2892
Waterloo Capital
Texas
$275K -$8.44K -94 -3%
CFP
2893
Curran Financial Partners
South Carolina
$274K +$274K +3,056 New
MIA
2894
MeadowBrook Investment Advisors
Michigan
$274K – – –
OLA
2895
Oliver Luxxe Assets
New Jersey
$274K -$5.53M -61,576 -95%
MCM
2896
Mainstay Capital Management
Michigan
$274K +$1.44K +16 +0.5%
BCM
2897
Buckhead Capital Management
Georgia
$273K -$2.24K -25 -0.8%
CFA
2898
CWS Financial Advisors
Michigan
$273K +$51.9K +578 +23%
CCM
2899
Crabel Capital Management
California
$273K +$273K +3,040 New
SSW
2900
Smith Shellnut Wilson
Mississippi
$273K – – –
114 115
116
117 118