MRK icon

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 %
SSWM
3001
Strait & Sound Wealth Management
California
$240K -$3.95K -44 -2%
LODC
3002
Lanham O'Dell & Company
West Virginia
$240K +$11.4K +127 +5%
GB
3003
Goepper Burkhardt
South Carolina
$240K -$39.9K -445 -14%
CWP
3004
Curated Wealth Partners
California
$239K +$239K +2,662 New
BRG
3005
Bay Rivers Group
Virginia
$239K -$1.62K -18 -0.7%
AA
3006
Aire Advisors
California
$238K -$93.3K -1,039 -28%
AIM
3007
AHL Investment Management
Florida
$238K -$4.49K -50 -2%
MPM
3008
Meritage Portfolio Management
Kansas
$238K -$4.63M -51,572 -95%
MCM
3009
Mattern Capital Management
Colorado
$238K -$22.9K -255 -9%
RMC
3010
Ring Mountain Capital
California
$237K +$2.42K +27 +1%
LFG
3011
Lockerman Financial Group
California
$237K -$14.4K -160 -6%
SWA
3012
Strategies Wealth Advisors
Michigan
$237K +$237K +2,639 New
EWM
3013
Elmwood Wealth Management
California
$236K -$2.16K -24 -0.9%
BI
3014
Binnacle Investments
Iowa
$236K +$236K +2,625 New
LSWM
3015
Lorne Steinberg Wealth Management
Canada
$235K – – –
OPPS
3016
Obsidian Personal Planning Solutions
Maryland
$235K – – –
BA
3017
Ballew Advisors
Mississippi
$235K -$20.7K -262 -8%
TFP
3018
Triune Financial Partners
Kansas
$235K +$28.1K +313 +14%
B
3019
Bellecapital
Switzerland
$235K +$24.7K +275 +12%
AWA
3020
Aletheian Wealth Advisors
Washington
$235K +$235K +2,614 New
MGWA
3021
Monument Group Wealth Advisors
Massachusetts
$234K +$6.91K +77 +3%
NJBEST
3022
New Jersey Better Educational Savings Trust
New Jersey
$234K – – –
NWM
3023
Northwest Wealth Management
Iowa
$234K -$7.99K -89 -3%
NFTC
3024
North Forty Two & Co
Oregon
$233K -$1.35K -15 -0.6%
KPP
3025
Kings Path Partners
Texas
$233K – – –
119 120
121
122 123