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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 %
MNA
826
Manning & Napier Advisors
New York
$6.13M -$568K -6,332 -8%
ACI
827
Alpha Cubed Investments
California
$6.13M -$14.5M -161,076 -70%
AWM
828
Axxcess Wealth Management
California
$6.12M -$572K -6,377 -9%
XF
829
XML Financial
Maryland
$6.11M +$898 +10 +0%
PWM
830
Perigon Wealth Management
California
$6.11M -$687K -7,655 -10%
MCM
831
Mengis Capital Management
Oregon
$6.09M -$3.53M -39,320 -37%
CG
832
Caprock Group
Idaho
$6.07M -$327K -3,608 -5%
IPW
833
Inlet Private Wealth
Florida
$6.06M +$1.31M +14,553 +27%
VFA
834
Valeo Financial Advisors
Indiana
$6.06M -$174K -2,483 -3%
KCM
835
Kempner Capital Management
Texas
$5.98M +$3.29M +36,658 +122%
CC
836
Courier Capital
New York
$5.97M -$41.2K -459 -0.7%
WI
837
Wahed Invest
New York
$5.95M +$95.7K +1,066 +2%
EFIC
838
Eliot Finkel Investment Counsel
California
$5.94M +$75.8K +845 +1%
FA
839
Fiduciary Alliance
South Carolina
$5.91M -$630K -7,022 -10%
GI
840
GLOBALT Investments
Georgia
$5.87M -$54.2K -604 -0.9%
SGA
841
Strategic Global Advisors
California
$5.86M -$188K -2,100 -3%
JCM
842
Jacobi Capital Management
Pennsylvania
$5.79M +$244K +2,722 +4%
GIA
843
Guyasuta Investment Advisors
Pennsylvania
$5.77M -$97.8K -1,090 -2%
IAA
844
Independent Advisor Alliance
North Carolina
$5.76M -$280K -3,124 -5%
BKA
845
Brick & Kyle Associates
Pennsylvania
$5.76M -$168K -1,907 -3%
RA
846
RFG Advisory
Alabama
$5.71M +$2.72M +30,274 +91%
SG
847
StoneX Group
New York
$5.69M +$306K +3,388 +6%
CIG
848
CCM Investment Group
Minnesota
$5.67M +$1.21M +13,590 +27%
CAL
849
Capital Analysts LLC
Pennsylvania
$5.65M +$259K +2,889 +5%
BRM
850
Boston Research & Management
Massachusetts
$5.64M -$107K -1,190 -2%
32 33
34
35 36