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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 %
MAM
1301
Madison Asset Management
Wisconsin
$2.42M -$62.7K -698 -3%
VA
1302
Valmark Advisers
Ohio
$2.42M -$32K -356 -1%
LA
1303
LM Advisors
California
$2.42M +$620K +6,902 +34%
SAM
1304
Sectoral Asset Management
Quebec, Canada
$2.41M +$215K +2,400 +10%
AIA
1305
AIMZ Investment Advisors
California
$2.41M +$26.7K +298 +1%
FFM
1306
Forum Financial Management
Illinois
$2.41M -$484K -5,394 -17%
NWM
1307
Northcape Wealth Management
New York
$2.4M +$13.9K +155 +0.6%
BHB
1308
Bank Hapoalim BM
Israel
$2.4M +$576K +6,420 +32%
CA
1309
Callahan Advisors
Texas
$2.4M -$80.6K -898 -3%
PJSIMP
1310
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.4M – – –
WBWA
1311
William B. Walkup & Associates
South Carolina
$2.4M -$14.5K -161 -0.6%
DGM
1312
Delta Global Management
New York
$2.39M +$2.39M +26,650 New
PWA
1313
Phoenix Wealth Advisors
North Carolina
$2.38M +$10.2K +114 +0.4%
AWAU
1314
Alliance Wealth Advisors (Utah)
Utah
$2.38M +$4.4K +49 +0.2%
GS
1315
GTS Securities
New York
$2.38M +$1.1M +12,237 +86%
KFGK
1316
Keystone Financial Group (Kentucky)
Kentucky
$2.37M -$47.7K -536 -2%
CC
1317
Cypress Capital
Tennessee
$2.37M +$103K +1,144 +5%
AIC
1318
Archer Investment Corporation
Indiana
$2.37M +$291K +3,238 +14%
HAS
1319
HBW Advisory Services
California
$2.37M +$1.93M +21,491 +439%
NLP
1320
Next Level Private
New York
$2.37M +$2.51K +28 +0.1%
SC
1321
Stolper & Co
Oklahoma
$2.37M +$20.2K +225 +0.9%
RMCM
1322
Reynders McVeigh Capital Management
Massachusetts
$2.36M -$109K -1,211 -4%
WSC
1323
Wellington Shields & Co
New York
$2.35M -$6.73K -75 -0.3%
CPA
1324
Capital Planning Advisors
California
$2.34M -$657K -7,322 -22%
CFMC
1325
Curbstone Financial Management Corp
New Hampshire
$2.33M +$175K +1,949 +8%
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