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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 %
HWMO
1351
Heritage Wealth Management (Ohio)
Ohio
$2.24M -$221K -2,461 -9%
CIC
1352
Cornercap Investment Counsel
Georgia
$2.23M -$25.5K -284 -1%
ABTD
1353
Arvest Bank Trust Division
Oklahoma
$2.23M -$23.8K -265 -1%
NW
1354
Naviter Wealth
Arkansas
$2.23M +$17.3K +192 +0.8%
KFI
1355
Key Financial Inc
Pennsylvania
$2.23M +$3.59K +40 +0.2%
NG
1356
Northstar Group
New York
$2.23M +$158K +1,759 +8%
SCM
1357
SCS Capital Management
Massachusetts
$2.21M +$2.21M +24,514 New
OM
1358
OV Management
Minnesota
$2.21M +$980K +10,923 +80%
FPB
1359
First PREMIER Bank
South Dakota
$2.21M -$144K -1,609 -6%
CWP
1360
Cyndeo Wealth Partners
Florida
$2.2M -$62.6K -697 -3%
FIA
1361
Foundations Investment Advisors
Arizona
$2.18M -$4.38M -48,795 -67%
QC
1362
Quantessence Capital
New York
$2.17M +$2.17M +24,198 New
SP
1363
SIH Partners
Delaware
$2.14M +$2.14M +23,887 New
LAM
1364
LECAP Asset Management
United Kingdom
$2.14M +$486K +5,415 +29%
BOPW
1365
Brandywine Oak Private Wealth
Pennsylvania
$2.14M -$300K -3,347 -12%
LWP
1366
LMG Wealth Partners
Louisiana
$2.13M +$62.4K +695 +3%
PFA
1367
Pure Financial Advisors
California
$2.13M +$106K +1,186 +5%
HKIM
1368
Hayek Kallen Investment Management
Alabama
$2.13M -$163K -1,815 -7%
SCM
1369
Stonebridge Capital Management
California
$2.13M -$228K -2,545 -10%
CF
1370
Centaurus Financial
California
$2.13M +$1.15M +12,800 +117%
EFMC
1371
Empire Financial Management Company
New York
$2.13M -$22.4K -250 -1%
BFA
1372
Brendel Financial Advisors
New Hampshire
$2.12M – – –
AWM
1373
Allen Wealth Management
North Carolina
$2.12M -$28K -312 -1%
BT
1374
Banque Transatlantique
France
$2.12M -$150K -1,678 -7%
BHBT
1375
Burke & Herbert Bank & Trust
Virginia
$2.1M +$33.2K +370 +2%
53 54
55
56 57