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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 %
BWM
3051
BlackDiamond Wealth Management
New York
$226K -$127K -1,666 -36%
PHWM
3052
Pine Harbor Wealth Management
Maryland
$226K +$808 +9 +0.4%
SFS
3053
Security Financial Services
Indiana
$226K +$6.01K +67 +3%
SPI
3054
Santori & Peters Inc
Pennsylvania
$225K -$5.21K -58 -2%
ICA
3055
Infrastructure Capital Advisors
New York
$225K -$238K -2,646 -51%
III
3056
Independent Investors Inc
New York
$224K – – –
QCIG
3057
Quad-Cities Investment Group
Iowa
$224K -$3.77K -42 -2%
FAM
3058
Forte Asset Management
New York
$224K +$224K +2,475 New
FIA
3059
FNY Investment Advisers
New York
$224K +$224K +2,500 New
KWA
3060
Kellett Wealth Advisors
Ohio
$224K – – –
SAM
3061
Smithbridge Asset Management
Pennsylvania
$223K +$223K +2,489 New
CHA
3062
Cooper/Haims Advisors
New York
$223K -$1.26K -14 -0.6%
IAG
3063
Investment Advisory Group
Massachusetts
$223K -$3.23K -36 -1%
EWM
3064
Endowment Wealth Management
Wisconsin
$223K +$16.9K +188 +8%
LWM
3065
LJI Wealth Management
Indiana
$223K – – –
AWS
3066
Arkfeld Wealth Strategies
Nebraska
$222K +$328 +4 +0.1%
NCM
3067
Northside Capital Management
Oregon
$222K -$26.9K -300 -11%
BIM
3068
Breakwater Investment Management
Washington
$221K – – –
MWM
3069
Marion Wealth Management
Pennsylvania
$220K -$2.11M -23,480 -91%
MS
3070
Marshall & Sullivan
Washington
$220K – – –
SFM
3071
Signet Financial Management
New Jersey
$220K -$5.56K -62 -2%
DBRC
3072
D.B. Root & Company
Pennsylvania
$219K -$85.2K -949 -28%
BDL
3073
Banque de Luxembourg
Luxembourg
$219K +$9.07K +101 +4%
AC
3074
ASB Consultores
Florida
$218K +$17.6K +196 +9%
IWM
3075
Integris Wealth Management
California
$218K -$2.51K -28 -1%
121 122
123
124 125