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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 %
EM
3076
ELCO Management
New York
$217K -$31.4K -350 -13%
WAOI
3077
Wealth Advisors of Iowa
Iowa
$217K +$1.44K +16 +0.7%
CWM
3078
Cherrydale Wealth Management
New Jersey
$216K +$4.85K +54 +2%
AWM
3079
Abound Wealth Management
Tennessee
$216K +$131K +1,455 +152%
SWA
3080
ShankerValleau Wealth Advisors
Illinois
$216K – – –
RPCA
3081
Running Point Capital Advisors
California
$216K +$216K +2,405 New
CBOR
3082
Community Bank of Raymore
Missouri
$216K -$18K -200 -8%
SWMG
3083
Stillwater Wealth Management Group
Florida
$216K -$2.24K -25 -1%
MCG
3084
McCollum Christoferson Group
New York
$215K -$83K -925 -28%
SA
3085
Shilanski & Associates
Alaska
$215K +$215K +2,400 New
NAG
3086
Northstar Advisory Group
New Jersey
$215K -$17.6K -196 -8%
OP
3087
ORG Partners
Indiana
$215K -$200K -2,298 -48%
Cohen & Steers
3088
Cohen & Steers
New York
$215K -$63.5K -709 -23%
GBWM
3089
Granite Bay Wealth Management
New Hampshire
$215K +$15K +167 +7%
RRCM
3090
Rappaport Reiches Capital Management
Illinois
$214K +$16.5K +184 +8%
MWP
3091
Meridian Wealth Partners
Pennsylvania
$213K -$53.2K -593 -20%
VFG
3092
Valley Financial Group
Pennsylvania
$213K -$1.8K -20 -0.8%
TCM
3093
TD Capital Management
Tennessee
$212K +$14.4K +160 +7%
GP
3094
Guardian Partners
Canada
$212K – – –
FC
3095
Farringdon Capital
United Kingdom
$212K +$212K +2,364 New
HIS
3096
Harvest Investment Services
Illinois
$212K +$10.5K +117 +5%
MAG
3097
MRA Advisory Group
New Jersey
$211K -$116K -1,294 -35%
BA
3098
Ballast Advisors
Minnesota
$211K -$4.58K -51 -2%
OBWP
3099
O'Brien Wealth Partners
Massachusetts
$211K +$22.4K +250 +12%
YWM
3100
Yukon Wealth Management
Kansas
$211K +$211K +2,349 New
122 123
124
125 126