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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 %
APF
501
Alaska Permanent Fund
Alaska
$15.4M – – –
PCM
502
Parsons Capital Management
Rhode Island
$15.4M -$269K -2,995 -2%
WIC
503
Woodmont Investment Counsel
Tennessee
$15.3M +$848K +9,444 +6%
FHA
504
First Horizon Advisors
Tennessee
$15.1M +$454K +5,062 +3%
MGP
505
Metis Global Partners
California
$15.1M +$1.43M +15,964 +10%
JMFC
506
J.M. Forbes & Co
Massachusetts
$15.1M +$230K +2,567 +2%
NRS
507
Neville Rodie & Shaw
New York
$15M -$913K -10,174 -6%
SCM
508
SKBA Capital Management
California
$15M +$133K +1,487 +0.9%
LCM
509
Logan Capital Management
Pennsylvania
$14.9M +$247K +2,750 +2%
CA
510
Commerzbank Aktiengesellschaft
Germany
$14.9M -$19.4M -216,556 -57%
WFAG
511
Wescott Financial Advisory Group
Pennsylvania
$14.6M -$18.6K -207 -0.1%
BFIM
512
Beese Fulmer Investment Management
Ohio
$14.6M +$82.6K +920 +0.6%
KB
513
Kimelman & Baird
New York
$14.6M – – –
PFP
514
Pinnacle Financial Partners
Tennessee
$14.6M -$6.67M -71,125 -31%
MA
515
Montag & Associates
Georgia
$14.5M -$397K -4,387 -3%
OWP
516
Obermeyer Wealth Partners
Colorado
$14.5M -$368K -4,095 -2%
Wealthfront Advisers
517
Wealthfront Advisers
California
$14.5M -$7.51M -83,701 -34%
SWP
518
Stratos Wealth Partners
Ohio
$14.5M -$925K -10,301 -6%
ECM
519
Evergreen Capital Management
Washington
$14.4M +$4.36M +48,179 +43%
AWAG
520
ARS Wealth Advisors Group
Florida
$14.4M +$435K +4,848 +3%
CS
521
Central Securities
New York
$14.4M – – –
BCWM
522
Bartlett & Co Wealth Management
Ohio
$14.3M -$2.5M -27,601 -15%
AssetMark Inc
523
AssetMark Inc
California
$14.2M -$824K -9,182 -6%
PFC
524
Poplar Forest Capital
California
$14.1M -$280K -3,114 -2%
QIM
525
Quantitative Investment Management
Virginia
$14.1M +$1.4M +15,579 +11%
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