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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 %
Dodge & Cox
526
Dodge & Cox
California
$14.1M -$25.3K -282 -0.2%
EGA
527
Eagle Global Advisors
Texas
$14.1M +$645K +7,182 +5%
SCM
528
Shelton Capital Management
Colorado
$14M +$1.93M +21,557 +16%
PL
529
Parthenon LLC
Kentucky
$14M -$201K -2,236 -1%
BG
530
Bollard Group
Massachusetts
$14M -$7.9K -88 -0.1%
Empower Advisory Group
531
Empower Advisory Group
Colorado
$14M +$1.38M +15,342 +11%
AAM
532
AR Asset Management
California
$14M +$1.91M +21,300 +16%
AUB
533
Atlantic Union Bankshares
Virginia
$14M -$62.7K -699 -0.4%
SCA
534
Stonebridge Capital Advisors
Minnesota
$13.9M +$679K +7,570 +5%
HIMCH
535
Hartford Investment Management Co (HIMCO)
Connecticut
$13.9M -$169K -1,885 -1%
IEFM
536
IQ EQ Fund Management
Ireland
$13.8M +$1.23M +13,692 +10%
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$13.8M +$2.52M +28,064 +22%
BHIA
538
Birch Hill Investment Advisors
Massachusetts
$13.7M -$12.7M -141,579 -48%
SSWM
539
Smith Salley Wealth Management
North Carolina
$13.7M -$1.37M -15,227 -9%
PFS
540
Prospera Financial Services
Texas
$13.7M +$1.87M +20,878 +16%
QC
541
Quadrature Capital
United Kingdom
$13.7M -$893K -9,955 -6%
SWM
542
Stockman Wealth Management
Montana
$13.6M +$2.07M +23,053 +18%
EWA
543
EP Wealth Advisors
California
$13.5M -$4.4M -49,038 -25%
BCM
544
Bourgeon Capital Management
Connecticut
$13.5M +$208K +2,321 +2%
Holocene Advisors
545
Holocene Advisors
New York
$13.4M +$13.4M +149,521 New
AAIS
546
ABN AMRO Investment Solutions
$13.4M -$2.13M -23,777 -14%
UB
547
UMB Bank
Missouri
$13.3M -$1.6M -17,879 -11%
CFIA
548
Cantor Fitzgerald Investment Advisors
New York
$13.3M -$3.03M -33,765 -19%
BHWM
549
Bar Harbor Wealth Management
New Hampshire
$13.3M -$97.1K -1,082 -0.7%
NAM
550
NorthCrest Asset Manangement
Minnesota
$13.2M +$543K +6,044 +4%
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