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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 %
SAS
3301
Spurstone Advisory Services
Connecticut
$33.6K – – –
VWA
3302
Valued Wealth Advisors
Utah
$33.5K -$4.71K -52 -12%
RFA
3303
Reyes Financial Architecture
California
$32.8K -$152K -1,695 -82%
LWA
3304
Lowe Wealth Advisors
Maryland
$32.8K -$15.1K -168 -32%
WAS
3305
Winch Advisory Services
Wisconsin
$32.4K +$90 +1 +0.3%
CIR
3306
Clear Investment Research
Georgia
$32.2K – – –
RWM
3307
Ruedi Wealth Management
Illinois
$31.8K – – –
MIM
3308
Marshall Investment Management
Colorado
$31.4K -$1.8K -20 -5%
ATC
3309
Advantage Trust Company
Kansas
$31.4K -$4.76K -53 -13%
DF
3310
Dunhill Financial
United Kingdom
$30.6K -$2.52K -28 -8%
CCMW
3311
Cypress Capital Management (Wyoming)
Wyoming
$30.3K – – –
DWM
3312
Darwin Wealth Management
Florida
$29.8K – – –
KFP
3313
Keener Financial Planning
Texas
$29K – – –
BCM
3314
Berbice Capital Management
New York
$28.9K -$80.8K -900 -74%
W
3315
WealthCollab
Washington
$27.9K +$8.89K +99 +47%
DCM
3316
Davis Capital Management
Florida
$27.6K -$178K -1,986 -87%
BDPWM
3317
Barnes Dennig Private Wealth Management
Ohio
$27.5K +$27.5K +306 New
PC
3318
Promus Capital
Illinois
$27.4K – – –
SHF
3319
Safe Harbor Fiduciary
Florida
$27.1K – – –
ACM
3320
Anfield Capital Management
California
$25.7K – – –
NWMP
3321
Noble Wealth Management PBC
Colorado
$25.1K – – –
HHGA
3322
Halbert Hargrove Global Advisors
California
$25K -$359 -4 -1%
MTIM
3323
Marathon Trading Investment Management
Pennsylvania
$24.2K -$218K -2,430 -90%
HCA
3324
Heck Capital Advisors
Wisconsin
$23.8K +$898 +10 +4%
MCA
3325
Midwest Capital Advisors
Michigan
$23.4K – – –
131 132
133
134 135