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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 %
SFM
876
Sphera Funds Management
Israel
$5.35M – – –
HIP
877
Harrell Investment Partners
Texas
$5.34M +$111K +1,232 +2%
SAM
878
Shell Asset Management
Netherlands
$5.34M -$168K -1,874 -3%
BIMC
879
Benson Investment Management Company
Virginia
$5.33M +$5.33M +59,360 New
NB
880
Northwest Bancshares
Pennsylvania
$5.31M +$233K +2,597 +5%
MYIA
881
Mount Yale Investment Advisors
Colorado
$5.31M +$997K +11,104 +23%
RWA
882
Roberts Wealth Advisors
California
$5.3M +$29.9K +333 +0.6%
CAC
883
Core Alternative Capital
Georgia
$5.29M -$1.03M -11,423 -16%
BFO
884
Biltmore Family Office
North Carolina
$5.28M +$253K +2,800 +5%
RMAM
885
Raab & Moskowitz Asset Management
New Jersey
$5.26M +$211K +2,346 +4%
AAM
886
Aureus Asset Management
Massachusetts
$5.23M +$1.32M +14,704 +34%
CIC
887
Carnegie Investment Counsel
Ohio
$5.22M +$2.69M +32,663 +106%
TTWM
888
TCV Trust & Wealth Management
Virginia
$5.22M -$167K -1,866 -3%
AC
889
Addenda Capital
Quebec, Canada
$5.21M -$8.78K -97 -0.2%
DWT
890
Dorsey & Whitney Trust
South Dakota
$5.2M -$296K -3,298 -5%
BA
891
Baugh & Associates
Georgia
$5.2M +$861K +10,094 +20%
CCM
892
Cutler Capital Management
Massachusetts
$5.18M -$26.4K -294 -0.5%
KIA
893
KCM Investment Advisors
California
$5.18M -$1.27M -14,125 -20%
T
894
TOBAM
France
$5.17M -$679K -7,566 -12%
NSIM
895
North Star Investment Management
Illinois
$5.17M -$95.5K -1,064 -2%
MDCM
896
Morgan Dempsey Capital Management
Wisconsin
$5.17M -$373K -4,121 -7%
FPAS
897
Focus Partners Advisor Solutions
Missouri
$5.16M +$1.13M +12,616 +28%
Primecap Management
898
Primecap Management
California
$5.16M -$260K -2,900 -5%
JWCA
899
J.W. Coons Advisors
Ohio
$5.15M +$7.63K +85 +0.1%
ECM
900
Exchange Capital Management
Michigan
$5.15M -$27.6K -308 -0.5%
34 35
36
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