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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 %
DSN
3126
D. Scott Neal
Kentucky
$204K – – –
SIG
3127
Spinnaker Investment Group
California
$204K +$204K +2,269 New
SA
3128
SRH Advisors
Kansas
$203K – – –
BMM
3129
Berkshire Money Management
Massachusetts
$203K +$203K +2,264 New
SNBOSD
3130
Security National Bank of So Dak
Iowa
$202K -$5.92K -66 -3%
DIM
3131
DLK Investment Management
California
$202K – – –
HP
3132
Haven Private
Florida
$202K -$588K -6,549 -74%
SHWM
3133
Smith & Howard Wealth Management
Georgia
$202K -$10.2K -114 -5%
MW
3134
Maia Wealth
Colorado
$201K -$8.15K -103 -4%
FFA
3135
Fi3 Financial Advisors
Indiana
$201K -$92.3K -1,028 -31%
CA
3136
Clune & Associates
Illinois
$200K -$2.69K -30 -1%
MFA
3137
McClarren Financial Advisors
Pennsylvania
$200K -$93.5K -707 -32%
NECFA
3138
New England Capital Financial Advisors
Connecticut
$200K -$16.1K -179 -7%
XC
3139
XY Capital
Hong Kong
$200K +$184K +2,046 +1,156%
PCM
3140
Penserra Capital Management
California
$198K -$563K -6,314 -74%
BBPWM
3141
Blue Bell Private Wealth Management
Pennsylvania
$196K +$3.14K +35 +2%
SIS
3142
Strategic Investment Solutions
Illinois
$195K +$180 +2 +0.1%
PMFA
3143
Plante Moran Financial Advisors
Michigan
$190K -$71.7K -799 -27%
WTFG
3144
Wood Tarver Financial Group
Idaho
$186K – – –
KA
3145
Kozak & Associates
Colorado
$184K -$45.5K -574 -20%
AIM
3146
Arcadia Investment Management
Michigan
$180K – – –
SAM
3147
Sherman Asset Management
California
$176K -$808 -9 -0.5%
IWM
3148
IMG Wealth Management
Florida
$171K -$9.79K -109 -5%
BC
3149
Belmont Capital
California
$168K +$168K +1,877 New
PAG
3150
Paladin Advisory Group
Iowa
$168K – – –
124 125
126
127 128