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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 %
WTFG
2951
Wells Trecaso Financial Group
Ohio
$253K – – –
WIM
2952
Westside Investment Management
California
$253K +$7.53K +84 +3%
BBW
2953
Blue Barn Wealth
Utah
$253K -$11K -123 -4%
MCA
2954
Maryland Capital Advisors
Maryland
$253K – – –
FCM
2955
Firestone Capital Management
Florida
$253K -$105K -1,170 -29%
IPW
2956
Intergy Private Wealth
Colorado
$252K -$84.3K -939 -25%
ANB
2957
Amarillo National Bank
Texas
$252K -$34.1K -380 -12%
HCM
2958
Harvey Capital Management
Florida
$251K – – –
PFA
2959
Pathway Financial Advisors
Vermont
$251K +$8.53K +95 +4%
MWM
2960
MinichMacGregor Wealth Management
New York
$251K -$31.4K -350 -11%
PWMG
2961
Private Wealth Management Group
New Jersey
$251K -$49.1K -547 -16%
IRAG
2962
Investment Research & Advisory Group
Georgia
$251K +$30.2K +336 +14%
AF
2963
AGP Franklin
Tennessee
$251K -$6.27K -80 -2%
CG
2964
CFO4Life Group
Texas
$251K +$15K +167 +6%
BWA
2965
BlueChip Wealth Advisors
Georgia
$251K – – –
BSAM
2966
Blue Square Asset Management
New York
$251K – – –
WAM
2967
Walker Asset Management
Missouri
$250K +$4.85K +54 +2%
TM
2968
TigerOak Management
New Mexico
$250K -$58.9K -656 -19%
OFO
2969
OneAscent Family Office
Alabama
$250K +$23.5K +262 +10%
MS
2970
Maven Securities
Jersey
$250K +$7.18K +80 +3%
HGA
2971
Hobbs Group Advisors
South Carolina
$250K -$91.6K -1,021 -27%
TFP
2972
Tilia Fiduciary Partners
North Carolina
$249K +$249K +2,778 New
CWM
2973
Crowley Wealth Management
Delaware
$249K +$1.8K +20 +0.7%
KFG
2974
Kelly Financial Group
Connecticut
$249K +$6.01K +67 +2%
OPOWM
2975
One Plus One Wealth Management
Florida
$248K -$18K -200 -7%
117 118
119
120 121