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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 %
GRQ
2976
Gardner Russo & Quinn
Pennsylvania
$248K -$14.6K -163 -6%
DA
2977
Dillon & Associates
Michigan
$248K -$25.9K -287 -9%
FNBSF
2978
First National Bank Sioux Falls
South Dakota
$247K -$359 -4 -0.1%
KBFS
2979
Kohmann Bosshard Financial Services
Ohio
$247K -$9.87K -110 -4%
CCM
2980
Chickasaw Capital Management
Tennessee
$247K – – –
AWS
2981
Aspen Wealth Strategies
Colorado
$247K +$25.3K +282 +11%
PWP
2982
Phillips Wealth Planners
Mississippi
$246K -$387K -4,882 -61%
WI
2983
Westbourne Investments
Virginia
$246K +$246K +2,738 New
PCM
2984
Pointe Capital Management
Michigan
$245K – – –
NFSG
2985
Newbridge Financial Services Group
Florida
$245K -$49.2K -548 -17%
FFL
2986
Financial Freedom LLC
Ohio
$244K +$898 +10 +0.4%
MAA
2987
Mraz Amerine & Associates
California
$243K +$243K +2,728 New
WIC
2988
Whitegate Investment Counselors
New Hampshire
$243K +$1.62K +18 +0.7%
BIA
2989
Bell Investment Advisors
California
$243K +$7.54K +84 +3%
SWMG
2990
Signature Wealth Management Group
Georgia
$243K -$158K -1,760 -39%
MP
2991
Moment Partners
California
$242K – – –
JSAM
2992
J. Safra Asset Management
New York
$242K -$23.1K -257 -9%
DA
2993
Detalus Advisors
Missouri
$242K -$1.8K -20 -0.7%
VC
2994
Veery Capital
Delaware
$242K -$11.9K -133 -5%
SFA
2995
Souders Financial Advisors
Ohio
$242K -$401K -4,471 -62%
FCA
2996
Fortis Capital Advisors
Kansas
$241K +$241K +2,690 New
O3W
2997
Omni 360 Wealth
New Jersey
$241K +$30.3K +338 +14%
PCA
2998
Purkiss Capital Advisors
Connecticut
$241K +$25.9K +288 +12%
RFA
2999
Rollins Financial Advisors
New York
$241K -$73.8K -822 -23%
CICC
3000
Capital Investment Counsel (Colorado)
Colorado
$240K -$239K -2,663 -50%
118 119
120
121 122