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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 %
WAG
3251
Wiser Advisor Group
Arizona
$63.2K +$449 +5 +0.7%
AP
3252
Aspect Partners
Virginia
$62.8K -$2.25K -25 -3%
RCA
3253
Runnymede Capital Advisors
Ohio
$62.2K -$1.71K -19 -3%
HIW
3254
Holos Integrated Wealth
Pennsylvania
$61.1K – – –
BAM
3255
Bellevue Asset Management
Washington
$60.6K +$270 +3 +0.4%
Q1WB
3256
Quest 10 Wealth Builders
Virginia
$57.6K +$1.17K +13 +2%
RJA
3257
Ross\Johnson & Associates
Minnesota
$57.5K +$1.62K +18 +3%
PWM
3258
Parkworth Wealth Management
California
$56.8K +$449 +5 +0.8%
GG
3259
Gleason Group
Kentucky
$56.6K +$449 +5 +0.8%
OWP
3260
ORG Wealth Partners
Texas
$55.2K +$50.3K +575 +1,027%
BHWM
3261
Beaird Harris Wealth Management
Texas
$54K -$15.4K -171 -22%
CCM
3262
Copeland Capital Management
Pennsylvania
$53.9K – – –
MWM
3263
Mascoma Wealth Management
New Hampshire
$53.2K -$17.4K -194 -25%
RBC
3264
Roble Belko & Company
Pennsylvania
$52K +$22.6K +251 +77%
EF
3265
Elite Financial
Idaho
$51K +$51K +571 New
AAG
3266
Accordant Advisory Group
Maryland
$50.5K – – –
FFWM
3267
Future Financial Wealth Management
Ohio
$49.6K -$4.49K -50 -8%
CAWM
3268
Capital A Wealth Management
Pennsylvania
$49.4K -$37.8K -421 -43%
MAFA
3269
MJT & Associates Financial Advisory
Minnesota
$48.1K +$48.1K +536 New
FWP
3270
Fiduciary Wealth Partners
Massachusetts
$47.8K +$47.8K +533 New
T
3271
Transce3nd
Texas
$46.2K -$39.9K -444 -46%
RAM
3272
Riggs Asset Management
Pennsylvania
$45.7K – – –
GCM
3273
GKV Capital Management
California
$44.9K -$31.4K -350 -41%
DWA
3274
Dougherty Wealth Advisers
Minnesota
$44.9K – – –
MSWA
3275
Marshall & Sterling Wealth Advisors
New York
$44.5K +$5.03K +56 +13%
129 130
131
132 133