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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 %
HSA
951
HBK Sorce Advisory
Pennsylvania
$4.55M +$160K +1,783 +4%
BFO
952
Boston Family Office
Massachusetts
$4.53M -$21.1K -235 -0.5%
EM
953
Excalibur Management
Massachusetts
$4.53M +$34.6K +385 +0.8%
MIM
954
Martin Investment Management
Florida
$4.5M -$4.4K -49 -0.1%
VWM
955
Valley Wealth Managers
New Jersey
$4.47M +$952K +10,601 +27%
B
956
Bailard
California
$4.47M +$231K +2,572 +5%
HWM
957
Hohimer Wealth Management
Washington
$4.45M +$3.76M +41,923 +546%
SAM
958
Secure Asset Management
Michigan
$4.42M +$1.87M +20,818 +73%
WANY
959
Wealthspire Advisors (New York)
New York
$4.41M -$491K -5,470 -10%
MAS
960
Meeder Advisory Services
Ohio
$4.4M +$228K +2,539 +5%
TAM
961
Thematics Asset Management
France
$4.4M -$2.21M -24,642 -33%
PHS
962
Pekin Hardy Strauss
Illinois
$4.39M -$126K -1,402 -3%
IIM
963
Ipswich Investment Management
Massachusetts
$4.39M -$257K -2,858 -6%
GMA
964
Glassy Mountain Advisors
Maryland
$4.37M -$8.35K -93 -0.2%
LIM
965
Letson Investment Management
Georgia
$4.37M +$20.7K +231 +0.5%
SCP
966
Shorepoint Capital Partners
Massachusetts
$4.36M +$205K +2,284 +5%
ACM
967
Altrius Capital Management
North Carolina
$4.36M +$290K +3,233 +7%
MFIM
968
Mesirow Financial Investment Management
Illinois
$4.35M +$10.6K +118 +0.2%
GI
969
GAMMA Investing
California
$4.33M +$479K +5,337 +12%
PAI
970
Pittenger & Anderson Inc
Nebraska
$4.33M +$78.5K +875 +2%
AAIM
971
Asset Advisors Investment Management
Georgia
$4.33M -$751K -8,365 -15%
MWM
972
Modera Wealth Management
New Jersey
$4.32M -$403K -4,493 -9%
GWM
973
Geneos Wealth Management
Colorado
$4.31M +$2.85M +31,735 +195%
OBAM
974
ODDO BHF Asset Management
France
$4.31M -$3.63M -40,456 -46%
WLPWM
975
Walled Lake Planning & Wealth Management
Illinois
$4.29M +$101K +1,125 +2%
37 38
39
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