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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 %
BFS
3326
Burkett Financial Services
South Carolina
$23.3K +$90 +1 +0.4%
RTL
3327
Red Tortoise LLC
Georgia
$23K -$269 -3 -1%
HFS
3328
Horizon Financial Services
North Carolina
$22.4K – – –
CWM
3329
Consultiva Wealth Management
Puerto Rico
$22.4K +$22.4K +250 New
AFS
3330
Anderson Financial Strategies
Ohio
$22.4K +$22.4K +250 New
VWWMG
3331
Vermillion & White Wealth Management Group
Pennsylvania
$22.3K – – –
AF
3332
Abound Financial
California
$22.1K +$22.1K +246 New
TCM
3333
TruNorth Capital Management
Michigan
$21.9K -$6.46K -72 -23%
BFS
3334
Bare Financial Services
Pennsylvania
$21.6K +$2.24K +25 +12%
KWM
3335
Kiker Wealth Management
Georgia
$20.6K +$20.6K +229 New
CWM
3336
Copia Wealth Management
Oregon
$20.4K – – –
RWA
3337
Redmont Wealth Advisors
Illinois
$19.9K +$19.9K +222 New
KOCAA
3338
Knights of Columbus Asset Advisors
Connecticut
$19.5K – – –
FA
3339
Financial Avengers
California
$19.1K -$10.4K -116 -35%
WOC
3340
West Oak Capital
California
$18.1K +$67 +75 +0.4%
PS
3341
Pinney & Scofield
Massachusetts
$18K – – –
CFO
3342
Capitol Family Office
Oregon
$18K +$18K +200 New
MBFW
3343
Morton Brown Family Wealth
Pennsylvania
$16.3K +$14.9K +166 +1,038%
EI
3344
eCIO Inc
Wisconsin
$16.2K +$16.2K +180 New
BFP
3345
Briaud Financial Planning
Texas
$16K – – –
PP
3346
PrairieView Partners
Minnesota
$16K +$4.26K +50 +36%
FS
3347
Financially Speaking
Colorado
$15.8K – – –
SIM
3348
Synergy Investment Management
Florida
$15.7K – – –
TWD
3349
True Wealth Design
Ohio
$15.7K -$61.3K -683 -80%
T
3350
Tidemark
California
$15.7K – – –
132 133
134
135 136