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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 %
HA
1151
Herold Advisors
New York
$3.09M -$164K -1,822 -5%
CCA
1152
Cobblestone Capital Advisors
New York
$3.08M -$123K -1,374 -4%
EWM
1153
Empirical Wealth Management
Washington
$3.08M -$261K -2,908 -8%
PAM
1154
Paradigm Asset Management
New York
$3.08M – – –
SC
1155
SouthState Corp
Florida
$3.07M +$152K +1,696 +5%
BL
1156
BFSG LLC
California
$3.07M +$116K +1,294 +4%
FCP
1157
Fidelis Capital Partners
Florida
$3.07M -$785K -9,488 -20%
DJSG
1158
D.J. St. Germain
Massachusetts
$3.06M -$428K -4,766 -12%
HKAM
1159
Horizon Kinetics Asset Management
New York
$3.06M +$44.9K +500 +1%
SR
1160
Syntax Research
Florida
$3.05M +$64.5K +719 +2%
SACTSONJ
1161
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.05M – – –
SB
1162
SIG Brokerage
New York
$3.04M +$3.04M +33,839 New
FNBTCON
1163
First National Bank & Trust Co of Newtown
Pennsylvania
$3.04M +$14.4K +160 +0.5%
SAM
1164
Smartleaf Asset Management
Massachusetts
$3.03M -$176K -1,977 -6%
HCM
1165
Hodges Capital Management
Texas
$3.03M +$1.29M +14,428 +75%
BWG
1166
Berry Wealth Group
Texas
$3.03M -$231K -2,571 -7%
QPWM
1167
Quadrant Private Wealth Management
Pennsylvania
$3.02M -$16.8K -185 -0.6%
WKWM
1168
Walter & Keenan Wealth Management
Indiana
$3.01M +$40.1K +447 +1%
WAP
1169
Wealthcare Advisory Partners
Pennsylvania
$3M -$88.6K -987 -3%
SW
1170
Simplicity Wealth
New Jersey
$3M +$2.72M +30,335 +992%
PAM
1171
Palisade Asset Management
Minnesota
$2.99M +$34.6K +385 +1%
AACR
1172
ACR Alpine Capital Research
Missouri
$2.97M +$501K +5,587 +20%
AOWM
1173
Alpha Omega Wealth Management
Virginia
$2.97M +$170K +1,892 +6%
AWCI
1174
Alpine Woods Capital Investors
New York
$2.97M -$1.02M -11,333 -26%
BA
1175
Bristlecone Advisors
Washington
$2.97M +$738K +8,217 +33%
45 46
47
48 49