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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 %
GBT
1576
Grove Bank & Trust
Florida
$1.53M +$162K +1,809 +12%
TCWM
1577
Total Clarity Wealth Management
Illinois
$1.53M – – –
SIAG
1578
Signet Investment Advisory Group
Rhode Island
$1.53M +$3.68K +41 +0.2%
ISWM
1579
Independent Solutions Wealth Management
New York
$1.53M +$80.4K +896 +6%
CSA
1580
Cornerstone Select Advisors
Missouri
$1.53M +$193K +2,154 +14%
ALAM
1581
Asahi Life Asset Management
Japan
$1.53M +$557K +6,202 +57%
ST
1582
Sentinel Trust
Texas
$1.53M -$67.2K -749 -4%
RAM
1583
Redmond Asset Management
Virginia
$1.52M +$150K +1,668 +11%
ONSWM
1584
Old North State Wealth Management
North Carolina
$1.52M +$159K +1,771 +12%
RA
1585
Ransom Advisory
Rhode Island
$1.52M +$1.52M +16,923 New
RIG
1586
RiverFront Investment Group
Virginia
$1.52M +$342K +3,812 +29%
SC
1587
Sawyer & Company
Massachusetts
$1.51M -$54.7K -609 -3%
BWP
1588
Bernardo Wealth Planning
Pennsylvania
$1.51M +$628 +7 +0%
FAIM
1589
Financial Advocates Investment Management
Washington
$1.51M -$208K -2,312 -12%
PP
1590
PDS Planning
Ohio
$1.5M +$80.1K +892 +6%
AWE
1591
Avidian Wealth Enterprises
Texas
$1.5M -$24.4K -272 -2%
SSW
1592
Stone Summit Wealth
Florida
$1.5M -$196K -2,187 -12%
LC
1593
Lindbrook Capital
California
$1.5M -$126K -1,404 -8%
WFI
1594
West Family Investments
California
$1.5M +$39.4K +439 +3%
CHC
1595
City Holding Co
West Virginia
$1.5M -$600K -6,688 -29%
SRC
1596
Shufro Rose & Co
New York
$1.5M -$81.5K -908 -5%
WCM
1597
Windsor Capital Management
Arizona
$1.5M -$19.4K -216 -1%
DA
1598
Doliver Advisors
Texas
$1.5M +$28.4K +316 +2%
AM
1599
AGF Management
Ontario, Canada
$1.49M -$1.63M -18,154 -52%
MTC
1600
Matrix Trust Company
Colorado
$1.49M +$76.2K +849 +5%
62 63
64
65 66