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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 %
MW
3101
Members Wealth
Pennsylvania
$211K -$43.3K -483 -17%
SFS
3102
Symphony Financial Services
Ohio
$210K +$210K +2,342 New
GWM
3103
Gitterman Wealth Management
New Jersey
$210K +$1.71K +19 +0.8%
ES
3104
ETF Store
Kansas
$210K +$897 +10 +0.4%
FPWM
3105
FSB Premier Wealth Management
Iowa
$210K +$5.12K +57 +2%
EBWM
3106
Eagle Bluffs Wealth Management
Missouri
$210K +$6.16K +68 +3%
AWM
3107
Accredited Wealth Management
Kentucky
$210K -$9.96K -110 -5%
S
3108
Sunpointe
Missouri
$209K -$89.3K -986 -30%
CWM
3109
C2C Wealth Management
Arizona
$209K -$2.24K -25 -1%
AW
3110
Avion Wealth
Texas
$209K – – –
SA
3111
Skyline Advisors
Washington
$209K -$3.77K -42 -2%
WA
3112
Wealthstream Advisors
New York
$208K +$7.72K +86 +4%
TS
3113
Tamar Securities
California
$208K +$5.3K +59 +3%
HCM
3114
Hilton Capital Management
New York
$207K -$3.66M -40,792 -95%
BL
3115
Balentine LLC
Georgia
$207K -$62.8K -700 -23%
TIA
3116
Trust Investment Advisors
Indiana
$207K +$207K +2,301 New
OAS
3117
Optivise Advisory Services
Tennessee
$206K -$5.03K -56 -2%
BCM
3118
Blume Capital Management
California
$206K – – –
IIM
3119
InTrack Investment Management
Vermont
$206K -$300K -3,347 -59%
GWA
3120
Geometric Wealth Advisors
District of Columbia
$206K -$2.42K -27 -1%
BAM
3121
Bosun Asset Management
Illinois
$206K +$8.44K +94 +4%
RF
3122
Rossby Financial
Florida
$205K -$13.6K -164 -6%
MCAI
3123
Members Capital Advisors Inc
Wisconsin
$205K – – –
BCM
3124
Brown Capital Management
Maryland
$204K -$160K -1,780 -44%
PCG
3125
PFC Capital Group
California
$204K -$105K -1,166 -34%
123 124
125
126 127