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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 %
LRIC
3026
Long Road Investment Counsel
Michigan
$233K +$233K +2,600 New
JTWM
3027
Jackson Thornton Wealth Management
Alabama
$233K +$46.5K +596 +25%
FA
3028
Fagan Associates
New York
$233K +$18K +200 +8%
API
3029
Asset Planning Inc
California
$233K -$26.7K -297 -10%
MWPCG
3030
Measured Wealth Private Client Group
New Hampshire
$233K -$92K -1,025 -28%
RPA
3031
Redwood Park Advisors
California
$232K -$180 -2 -0.1%
BWMG
3032
Barnes Wealth Management Group
California
$232K +$23.3K +260 +11%
SP
3033
Symmetry Partners
Connecticut
$232K +$15.4K +172 +7%
MWA
3034
Motive Wealth Advisors
Michigan
$231K -$43.6K -486 -16%
VFG
3035
Victory Financial Group
Texas
$231K +$231K +2,511 New
CCG
3036
Catalina Capital Group
California
$231K -$696K -7,753 -75%
PSFG
3037
Park Square Financial Group
Georgia
$230K -$106K -1,185 -32%
CPG
3038
Cornerstone Planning Group
New Jersey
$230K +$63.1K +801 +38%
AIIMS
3039
Analyst IMS Investment Management Services
Israel
$230K -$537K -5,985 -70%
C
3040
Covestor
United Kingdom
$229K +$5.21K +58 +2%
RB
3041
Renasant Bank
Mississippi
$229K -$176K -1,962 -43%
SGI
3042
Swan Global Investments
Colorado
$229K +$229K +2,548 New
OKSA
3043
O'Keefe Stevens Advisory
New York
$228K -$105K -1,172 -32%
AMM
3044
American Money Management
California
$228K +$4.94K +55 +2%
ACM
3045
Academy Capital Management
Texas
$228K – – –
PPC
3046
Pennington Partners & Co
Maryland
$227K -$84.4K -932 -27%
TCOO
3047
Trust Company of Oklahoma
Oklahoma
$227K -$86K -958 -27%
BW
3048
BXM Wealth
Colorado
$227K – – –
PCFFS
3049
Pacific Center for Financial Services
California
$227K – – –
AWM
3050
AAF Wealth Management
Massachusetts
$227K +$19.5K +217 +9%
120 121
122
123 124