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Merck
MRK

Overview Fund Activity

3,399 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, 1,324 increasing their positions, 1,578 reducing their positions, and 275 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,399
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
1,324
Reduced
1,578
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 %
TIA
3551
Tandem Investment Advisors
South Carolina
– -$266K -2,678 Closed
HWMC
3552
Heritage Wealth Management (California)
California
– -$263K -2,640 Closed
MLFP
3553
MPS Loria Financial Planners
Illinois
– -$263K -2,636 Closed
EC
3554
EntryPoint Capital
New York
– -$262K -2,631 Closed
RP
3555
Rice Partnership
Hawaii
– -$259K -2,600 Closed
CCS
3556
Concentric Capital Strategies
Connecticut
– -$258K -2,596 Closed
CRWM
3557
Castle Rock Wealth Management
California
– -$215K -2,594 Closed
UW
3558
Unique Wealth
Florida
– -$254K -2,558 Closed
NI
3559
NDVR Inc
Massachusetts
– -$254K -2,550 Closed
GCM
3560
Gallacher Capital Management
Colorado
– -$252K -2,534 Closed
BPC
3561
Bearing Point Capital
Minnesota
– -$252K -2,530 Closed
ALA
3562
Atlas Legacy Advisors
California
– -$249K -2,504 Closed
SWA
3563
Strata Wealth Advisors
Texas
– -$249K -2,501 Closed
EFI
3564
EHP Funds Inc
Canada
– -$249K -2,500 Closed
JSA
3565
Jacobson & Schmitt Advisors
Wisconsin
– -$247K -2,487 Closed
UWP
3566
Uniting Wealth Partners
Kansas
– -$247K -2,481 Closed
CT
3567
ClearAlpha Technologies
Connecticut
– -$243K -2,443 Closed
ACM
3568
ADAR1 Capital Management
Texas
– -$243K -2,440 Closed
HA
3569
HFG Advisors
Ohio
– -$242K -2,437 Closed
PF
3570
Prosperitas Financial
California
– -$241K -2,424 Closed
IP
3571
Isthmus Partners
Wisconsin
– -$241K -2,422 Closed
LB
3572
Legacy Bridge
Iowa
– -$239K -2,406 Closed
DSA
3573
Droms Strauss Advisors
Missouri
– -$237K -2,386 Closed
AFGAS
3574
Allegiance Financial Group Advisory Services
Virginia
– -$237K -2,382 Closed
IA
3575
IFC Advisors
California
– -$236K -2,370 Closed
141 142
143
144 145