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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 %
RLH
2901
RD Lewis Holdings
Florida
$272K -$1.25K -15 -0.5%
GCA
2902
Gradient Capital Advisors
California
$271K +$90 +1 +0%
FWP
2903
Falcon Wealth Planning
California
$271K +$28.5K +318 +12%
MHWM
2904
Montz Harcus Wealth Management
Louisiana
$270K +$2.33K +26 +0.9%
MAM
2905
McLean Asset Management
Virginia
$270K -$64.3K -815 -19%
RR
2906
Robotti Robert
$269K – – –
GCIA
2907
Gabelli & Co Investment Advisers
New York
$269K +$269K +3,000 New
SDWMA
2908
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K -$44.3K -494 -14%
SPWM
2909
Schrum Private Wealth Management
Florida
$269K -$23.3K -260 -8%
SXL
2910
Summit X LLC
Missouri
$269K -$22.2K -247 -8%
WAAG
2911
Wealth Alliance Advisory Group
Kansas
$269K -$11.2K -125 -4%
PFG
2912
Prospect Financial Group
Virginia
$268K +$38.6K +430 +17%
LI
2913
LifeWealth Investments
Florida
$268K +$34.1K +380 +15%
CRI
2914
Colonial River Investments
Virginia
$268K -$416K -4,639 -61%
EC
2915
EdgeRock Capital
Colorado
$268K -$26.7K -297 -9%
ODIJL
2916
One Day In July LLC
Vermont
$268K -$54.4K -606 -17%
MAA
2917
Matrix Asset Advisors
New York
$264K +$7.54K +84 +3%
VFP
2918
Verus Financial Partners
Virginia
$264K -$5.8K -74 -2%
EWM
2919
EPG Wealth Management
Georgia
$264K -$7.54K -84 -3%
IIM
2920
Illumine Investment Management
Washington
$264K – – –
BF
2921
Brogan Financial
Tennessee
$263K +$263K +2,932 New
IFU
2922
iSAM Funds (UK)
United Kingdom
$263K +$263K +2,931 New
PPC
2923
Park Place Capital
Alabama
$263K -$201K -2,234 -43%
AWA
2924
AGH Wealth Advisors
Kansas
$263K -$33.7K -375 -11%
AAG
2925
Armstrong Advisory Group
Massachusetts
$262K – – –
115 116
117
118 119