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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 %
HCM
1051
Hengehold Capital Management
Ohio
$3.8M +$211K +2,354 +6%
FWM
1052
Finer Wealth Management
Massachusetts
$3.8M +$24.7K +275 +0.7%
RSC
1053
Red Spruce Capital
Pennsylvania
$3.8M -$37K -412 -1%
PAMG
1054
Patton Albertson Miller Group
Tennessee
$3.8M -$2.06M -23,005 -35%
PDL
1055
Portfolio Design Labs
California
$3.79M -$203K -2,262 -5%
KIC
1056
Kensington Investment Counsel
California
$3.79M +$241K +2,680 +7%
GC
1057
Globeflex Capital
California
$3.79M – – –
FFWA
1058
FRG Family Wealth Advisors
Washington
$3.78M -$277K -3,086 -7%
SFCL
1059
Strengthening Families & Communities LLC
Massachusetts
$3.77M +$114K +1,239 +3%
MCM
1060
Manchester Capital Management
Vermont
$3.77M -$56.7K -632 -1%
GM
1061
GeoWealth Management
Illinois
$3.77M -$826K -9,207 -18%
WA
1062
WealthTrust Axiom
Pennsylvania
$3.76M -$33K -368 -0.9%
BCM
1063
Birmingham Capital Management
Alabama
$3.76M +$104K +1,160 +3%
VAS
1064
Vestmark Advisory Solutions
Massachusetts
$3.75M -$991K -11,045 -21%
WMA
1065
West Michigan Advisors
Michigan
$3.74M -$1.9K -21 -0.1%
PMWMG
1066
Parr McKnight Wealth Management Group
Minnesota
$3.71M +$372K +4,142 +11%
VF
1067
Virtu Financial
New York
$3.7M +$3.28M +36,492 +779%
KIM
1068
Kestra Investment Management
Texas
$3.69M +$1.77M +19,752 +92%
PFM
1069
Privium Fund Management
Netherlands
$3.69M -$2.83M -31,518 -43%
SWM
1070
Scissortail Wealth Management
Oklahoma
$3.68M +$155K +1,732 +4%
LG
1071
Leuthold Group
Minnesota
$3.68M +$3.68M +40,970 New
CTI
1072
Community Trust & Investment
Kentucky
$3.66M +$1.01M +11,202 +38%
RWM
1073
Ritholtz Wealth Management
New York
$3.66M -$619K -6,900 -14%
RP
1074
Rowlandmiller & Partners
Georgia
$3.65M -$166K -1,850 -4%
IBOK
1075
Independence Bank of Kentucky
Kentucky
$3.65M -$88.1K -981 -2%
41 42
43
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