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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 %
KW
2926
KWB Wealth
California
$262K +$1.39K +14 +0.5%
RC
2927
Reik & Co
New York
$262K – – –
BTWM
2928
Brass Tax Wealth Management
Ohio
$261K +$3.41K +38 +1%
TWM
2929
TriaGen Wealth Management
California
$261K – – –
KWM
2930
Kaydan Wealth Management
Michigan
$261K – – –
PAG
2931
Powers Advisory Group
Illinois
$261K +$22.9K +255 +10%
GPWM
2932
Grant Private Wealth Management
California
$260K -$67.4K -751 -21%
TW
2933
Traveka Wealth
California
$260K -$30.8K -343 -11%
BBA
2934
Braun-Bostich & Associates
Pennsylvania
$259K +$539 +6 +0.2%
CA
2935
Claris Advisors
Missouri
$259K +$16.8K +187 +7%
YWS
2936
Yarger Wealth Strategies
Ohio
$259K +$31.1K +346 +14%
SNBOSCI
2937
Security National Bank of Sioux City Iowa
Iowa
$259K -$7.72K -86 -3%
MPW
2938
Magnolia Private Wealth
Pennsylvania
$259K +$26.7K +298 +12%
ACC
2939
Acorn Creek Capital
Colorado
$258K -$118K -1,314 -31%
GAM
2940
Grandview Asset Management
Pennsylvania
$257K +$179 +2 +0.1%
OPCM
2941
Osborne Partners Capital Management
California
$257K +$539 +6 +0.2%
PIA
2942
Panoramic Investment Advisors
Colorado
$256K – – –
FWA
2943
Flagship Wealth Advisors
Massachusetts
$256K – – –
CCAM
2944
Cascades Capital Asset Management
North Carolina
$255K -$89K -992 -26%
HBT
2945
Hills Bank & Trust
Iowa
$255K -$4.22K -47 -2%
AWA
2946
Amplius Wealth Advisors
Pennsylvania
$255K +$7.54K +84 +3%
AR
2947
Apeiron RIA
Texas
$255K -$25.8K -287 -9%
FFG
2948
Fortress Financial Group
Minnesota
$254K +$254K +2,835 New
CPA
2949
Capital Performance Advisors
California
$254K +$254K +2,827 New
IW
2950
Instrumental Wealth
Florida
$254K -$28.1K -340 -10%
116 117
118
119 120