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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 %
NWM
3376
Nova Wealth Management
Florida
$4.76K -$8.98K -100 -65%
PS
3377
PayPay Securities
Japan
$4.68K – – –
BCPWM
3378
Bradley & Co Private Wealth Management
Florida
$4.58K – – –
GK
3379
Graney & King
New York
$4.3K -$10.1K -113 -70%
EAM
3380
Eukles Asset Management
Ohio
$4.04K – – –
EA
3381
Evolution Advisers
Virginia
$4K +$4K +50 New
EC
3382
Elequin Capital
New York
$3.95K -$3.68K -41 -48%
GWS
3383
Greykasell Wealth Strategies
California
$3.59K +$3.59K +40 New
CAM
3384
Clarity Asset Management
Iowa
$3.41K – – –
PIS
3385
POM Investment Strategies
North Carolina
$2.87K -$10.4K -116 -78%
CMA
3386
Cedar Mountain Advisors
Oregon
$2.1K – – –
BCWM
3387
Ball & Co Wealth Management
Tennessee
$2K – – –
HWM
3388
HighMark Wealth Management
Minnesota
$1.81K – – –
FF
3389
Finley Financial
Nevada
$1.78K – – –
LWMI
3390
Legacy Wealth Management (Idaho)
Idaho
$1.71K – – –
SWC
3391
Spectrum Wealth Counsel
Indiana
$1.53K – – –
HIA
3392
HFM Investment Advisors
New Jersey
$1.17K +$1.17K +13 New
VEA
3393
Virtus ETF Advisers
New York
$1.17K +$1.17K +13 New
APW
3394
Atlantic Private Wealth
North Carolina
$1.14K – – –
ITFISA
3395
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$898 +$898 +10 New
BGWM
3396
Bridge Generations Wealth Management
Florida
$539 +$539 +6 New
HI
3397
Hoey Investments
Pennsylvania
$449 -$898 -10 -67%
PFG
3398
Putney Financial Group
California
$449 – – –
ZRP
3399
Zynergy Retirement Planning
New Jersey
$298 – – –
DCM
3400
Davidson Capital Management
Texas
$90 -$3.02M -33,611 -100%
134 135
136
137 138