MRK icon

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 %
PFA
1401
Pathway Financial Advisers
Indiana
$2.03M +$8.44K +94 +0.4%
TC
1402
TFR Capital
Texas
$2.02M +$475K +5,289 +31%
SMC
1403
Smith, Moore & Co
Missouri
$2.02M -$11K -123 -0.5%
AMG
1404
Advisors Management Group
Wisconsin
$2.01M +$46.1K +514 +2%
BCP
1405
Berkeley Capital Partners
Georgia
$2.01M +$1.07M +11,928 +114%
SCA
1406
Sippican Capital Advisors
Massachusetts
$2M +$76.3K +850 +4%
MWM
1407
Modern Wealth Management
Kansas
$1.99M +$898K +10,001 +82%
CAM
1408
Cozad Asset Management
Illinois
$1.99M -$1.69M -18,857 -46%
BCB
1409
Brian C. Broderick
$1.99M – – –
LJHT
1410
Laurie J. Hall Trustee
$1.98M -$121K -1,350 -6%
EC
1411
Enhancing Capital
Pennsylvania
$1.98M – – –
CCMG
1412
Clark Capital Management Group
Pennsylvania
$1.98M -$32.3M -359,592 -94%
OIC
1413
Orion Investment Company
Missouri
$1.97M -$1.08K -12 -0.1%
TIM
1414
Tevis Investment Management
Texas
$1.97M – – –
BI
1415
Berkeley Inc
Idaho
$1.97M -$563K -6,273 -22%
FCCM
1416
First City Capital Management
Georgia
$1.97M -$79.9K -890 -4%
SS
1417
SBI Securities
Japan
$1.97M +$86.9K +968 +5%
MWM
1418
Massachusetts Wealth Management
Massachusetts
$1.97M -$49.4K -550 -2%
DI
1419
DAGCO Inc
Ohio
$1.96M -$132K -1,467 -6%
ACM
1420
Allred Capital Management
Texas
$1.96M -$87.6K -976 -4%
LFS
1421
Littlejohn Financial Services
Oregon
$1.96M +$78.6K +876 +4%
SWA
1422
Stratos Wealth Advisors
Ohio
$1.95M -$1.59M -17,730 -45%
CWM
1423
Cornerstone Wealth Management
Missouri
$1.95M -$32.8K -365 -2%
ADL
1424
Asset Dedication LLC
California
$1.95M -$867K -9,663 -31%
FG
1425
Fiduciary Group
Georgia
$1.94M -$14.5K -162 -0.7%
55 56
57
58 59