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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
$4.42B
2
TIM
Thornburg Investment Management
New Mexico
$2.77B
3
Fisher Asset Management
Fisher Asset Management
Washington
$2.19B
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.29B
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$475M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
AIM
Alphinity Investment Management
Australia
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.86B
4
Bank of America
Bank of America
North Carolina
$2.79B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
3651
Coppell Advisory Solutions
Texas
– -$59.5K -599 Closed
MB
3652
Mizuho Bank
Japan
– -$54.7K -550 Closed
LFA
3653
Legend Financial Advisors
Pennsylvania
– -$48.8K -490 Closed
NWWA
3654
New Wave Wealth Advisors
Arkansas
– -$44K -442 Closed
DWA
3655
Delos Wealth Advisors
Texas
– -$39.8K -400 Closed
PCWA
3656
Pacific Capital Wealth Advisors
California
– -$37.1K -373 Closed
FLP
3657
Financial Life Planners
Arizona
– -$27.7K -278 Closed
NRWA
3658
North Ridge Wealth Advisors
Oregon
– -$26.3K -264 Closed
CPL
3659
Capital & Planning LLC
Georgia
– -$19.9K -200 Closed
FA
3660
Fedenia Advisers
Wisconsin
– -$15.6K -157 Closed
DP
3661
Denver PWM
Colorado
– -$15.2K -153 Closed
UOTTAIMCU
3662
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$14.2K -143 Closed
PFT
3663
Providence First Trust
Arizona
– -$13.4K -135 Closed
FIA
3664
FPC Investment Advisory
California
– -$9.29K -94 Closed
MRP
3665
Measured Risk Portfolios
California
– -$8.75K -88 Closed
AIP
3666
Alexis Investment Partners
Texas
– -$4.97K -50 Closed
LAM
3667
Lummis Asset Management
Texas
– -$4.88K -49 Closed
TCM
3668
Tributary Capital Management
Nebraska
– -$4.78K -48 Closed
DCM
3669
Disciplina Capital Management
Tennessee
– -$3.18K -32 Closed
FWM
3670
FLP Wealth Management
Arkansas
– -$2.49K -25 Closed
SMAM
3671
Sugar Maple Asset Management
Wisconsin
– -$1.49K -15 Closed
VIA
3672
Virtus Investment Advisers
Connecticut
– -$1.29K -13 Closed
EFP
3673
EnRich Financial Partners
Wisconsin
– -$497 -5 Closed
143 144 145 146
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