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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 %
WJWM
776
Williams Jones Wealth Management
New York
$7.01M -$1.73M -19,318 -20%
LFAS
777
Level Four Advisory Services
Texas
$6.89M -$238K -2,654 -3%
TCOT
778
Trust Company of Toledo
Ohio
$6.88M -$210K -2,336 -3%
RHAM
779
Round Hill Asset Management
California
$6.85M +$392K +4,365 +6%
GCA
780
Greenwood Capital Associates
South Carolina
$6.84M +$6.84M +76,249 New
WAL
781
W Advisors LLC
Tennessee
$6.84M +$27.1K +302 +0.4%
BCM
782
Brookstone Capital Management
Illinois
$6.83M +$858K +9,562 +14%
NFC
783
Northeast Financial Consultants
Connecticut
$6.82M +$9.87K +110 +0.1%
OAM
784
Ostrum Asset Management
France
$6.82M +$1.58M +17,616 +30%
CDDEC
785
Caisse Des Depots Et Consignations
France
$6.81M – – –
SPC
786
Spirepoint Private Client
Florida
$6.81M +$665K +7,409 +11%
ECM
787
Everence Capital Management
Indiana
$6.8M +$405K +4,510 +6%
PI
788
PGGM Investments
Netherlands
$6.77M – – –
CGPCS
789
Capital Group Private Client Services
California
$6.75M -$37.3K -415 -0.5%
ZIG
790
Zuckerman Investment Group
Illinois
$6.71M +$330K +3,671 +5%
IIC
791
Ironwood Investment Counsel
Arizona
$6.7M +$229K +2,548 +4%
MKA
792
M. Kulyk & Associates
Georgia
$6.7M +$558K +6,216 +9%
SB
793
Simmons Bank
Arkansas
$6.68M -$694K -7,728 -9%
HH
794
Hilltop Holdings
Texas
$6.67M +$90.3K +1,006 +1%
PWP
795
Principle Wealth Partners
Connecticut
$6.65M +$172K +1,915 +3%
KRSITF
796
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.62M -$2.67M -29,706 -29%
LOPW
797
Live Oak Private Wealth
North Carolina
$6.61M +$353K +3,934 +6%
CA
798
CSM Advisors
Pennsylvania
$6.6M -$100K -1,120 -2%
BFG
799
Bleakley Financial Group
New Jersey
$6.55M -$859K -9,565 -12%
BCM
800
BTC Capital Management
Iowa
$6.54M -$49.6K -553 -0.8%
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