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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 %
GCM
3151
Goldstream Capital Management
Hong Kong
$166K – – –
PPA
3152
Painted Porch Advisors
California
$166K +$15.8K +176 +11%
WFA
3153
Wellspring Financial Advisors
Ohio
$162K -$4.67K -479 -3%
BAM
3154
BOCHK Asset Management
Hong Kong
$160K +$160K +1,787 New
TFGT
3155
TS Financial Group (TSFG)
Illinois
$159K -$176K -1,952 -53%
B
3156
Birchbrook
Maine
$159K -$18K -200 -10%
CPBTD
3157
Central Pacific Bank - Trust Division
Hawaii
$157K -$1.94M -21,643 -93%
BWM
3158
Bernard Wealth Management
Michigan
$152K +$8.26K +92 +6%
IWP
3159
IAG Wealth Partners
Wisconsin
$152K -$13.5K -150 -8%
PC
3160
Promethos Capital
Massachusetts
$150K – – –
PWA
3161
Provenance Wealth Advisors
Florida
$149K -$459K -5,110 -75%
SL
3162
Salomon & Ludwin
Virginia
$147K -$6.1K -68 -4%
TFA
3163
Transamerica Financial Advisors
Florida
$147K -$2.16K -24 -1%
1NWS
3164
1 North Wealth Services
Maryland
$146K -$44.9K -500 -24%
FNWM
3165
Financial Network Wealth Management
Utah
$144K +$144K +1,600 New
FCT
3166
First Community Trust
Iowa
$141K – – –
FAM
3167
Flaharty Asset Management
Florida
$141K -$87.8K -978 -38%
EWP
3168
Elevation Wealth Partners
California
$140K +$359 +4 +0.3%
EPW
3169
Evergreen Private Wealth
Colorado
$139K – – –
CWP
3170
Concord Wealth Partners
Virginia
$137K -$1.91M -21,280 -93%
VWA
3171
VSM Wealth Advisory
Maryland
$136K +$179 +2 +0.1%
SRCM
3172
Signature Resources Capital Management
California
$132K – – –
WA
3173
Whipplewood Advisors
Colorado
$130K -$18.9K -201 -13%
PA
3174
PSI Advisors
Florida
$125K -$113K -1,262 -47%
CFS
3175
CGC Financial Services
Oregon
$125K – – –
125 126
127
128 129