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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 %
RSWM
1126
Robertson Stephens Wealth Management
California
$3.21M -$41.1K -454 -1%
NG
1127
Novem Group
New York
$3.2M -$239K -2,668 -7%
FWP
1128
FAS Wealth Partners
Kansas
$3.2M +$68.6K +764 +2%
ZIC
1129
ZWJ Investment Counsel
Georgia
$3.19M -$1.88M -20,914 -37%
DIA
1130
Dean Investment Associates
Ohio
$3.19M -$317K -3,530 -9%
CNFG
1131
Creegan & Nassoura Financial Group
New Hampshire
$3.19M – – –
HI
1132
Horizon Investments
North Carolina
$3.18M +$408K +4,540 +15%
BLC
1133
Brown, Lisle/Cummings
Rhode Island
$3.18M +$111K +1,233 +4%
ANTB
1134
AMG National Trust Bank
Colorado
$3.17M -$165K -1,835 -5%
AT
1135
Avalon Trust
New Mexico
$3.17M -$14M -155,796 -82%
AFG
1136
Atomi Financial Group
New York
$3.16M +$65.4K +729 +2%
CI
1137
Conning Inc
Connecticut
$3.15M +$1.17K +13 +0%
MPIM
1138
McGinn Penninger Investment Management
Virginia
$3.15M +$161K +1,795 +5%
FLI
1139
Family Legacy Inc
South Carolina
$3.15M +$24.1K +269 +0.8%
SP
1140
Stonebrook Private
Michigan
$3.15M -$50.1K -558 -2%
MCM
1141
Marathon Capital Management
Maryland
$3.14M +$260K +2,895 +9%
OIM
1142
Opus Investment Management
Massachusetts
$3.14M – – –
SI
1143
Sava Infond
Slovenia
$3.13M +$359K +4,000 +13%
SAM
1144
Synergy Asset Management
Washington
$3.13M -$14.5M -161,639 -82%
JFL
1145
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.11M -$53.9K -600 -2%
DIP
1146
DT Investment Partners
Pennsylvania
$3.11M – – –
CRIG
1147
Charter Research & Investment Group
Connecticut
$3.11M – – –
AAS
1148
Ameritas Advisory Services
Nebraska
$3.11M -$609K -6,463 -16%
1WA
1149
180 Wealth Advisors
Washington
$3.11M +$279K +3,106 +10%
BIC
1150
Beach Investment Counsel
Pennsylvania
$3.09M -$93.5K -1,042 -3%
44 45
46
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