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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 %
WCF
1076
West Coast Financial
California
$3.64M +$3.01M +33,479 +470%
SWM
1077
Spire Wealth Management
Virginia
$3.64M -$261K -2,904 -7%
TCWA
1078
Turtle Creek Wealth Advisors
Texas
$3.63M +$1.03M +11,454 +39%
SFG
1079
SevenBridge Financial Group
Pennsylvania
$3.61M -$937K -11,644 -21%
IAN
1080
Integrated Advisors Network
Texas
$3.61M -$791K -8,808 -18%
GSEP
1081
Golden State Equity Partners
California
$3.6M +$10.9K +121 +0.3%
PIA
1082
Petredis Investment Advisors
Pennsylvania
$3.59M +$71.4K +795 +2%
PIM
1083
Penobscot Investment Management
Massachusetts
$3.57M +$320K +3,561 +10%
ACP
1084
Aviance Capital Partners
Florida
$3.56M -$2.24K -25 -0.1%
FM
1085
Family Management
New York
$3.55M +$118K +1,310 +3%
FM
1086
Foster & Motley
Ohio
$3.55M -$234K -2,608 -6%
CAMG
1087
CWA Asset Management Group
Florida
$3.54M +$1.17M +13,075 +50%
VF
1088
Vest Financial
Virginia
$3.53M +$2.44M +27,185 +224%
HCA
1089
Horan Capital Advisors
Ohio
$3.52M -$2.6K -29 -0.1%
TE
1090
Tema ETFs
New York
$3.52M +$2.5M +27,848 +246%
BJL
1091
Brighton Jones LLC
Washington
$3.51M +$77.1K +859 +2%
CB
1092
Cadence Bank
Mississippi
$3.51M -$1.02M -11,345 -23%
TFM
1093
TFC Financial Management
Massachusetts
$3.5M -$28.2K -314 -0.8%
RBA
1094
Richard Bernstein Advisors
New York
$3.5M -$74K -824 -2%
FFA
1095
Farther Finance Advisors
California
$3.5M +$1.32M +15,185 +61%
WCM
1096
Whitener Capital Management
North Carolina
$3.5M -$139K -1,550 -4%
HCM
1097
Howland Capital Management
Massachusetts
$3.48M -$175K -1,937 -5%
SPC
1098
Sigma Planning Corp
Michigan
$3.48M +$137K +1,523 +4%
JPMIA
1099
J.P. Marvel Investment Advisors
Massachusetts
$3.47M +$6.28K +70 +0.2%
EFS
1100
Essex Financial Services
Connecticut
$3.46M -$177K -1,971 -5%
42 43
44
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