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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 %
SSI
1651
Scott & Selber Inc
Texas
$1.39M -$2.52M -28,068 -64%
WA
1652
Wealth Alliance
New York
$1.39M +$49.7K +554 +4%
CFP
1653
Cascade Financial Partners
California
$1.39M +$41.7K +465 +3%
IJWM
1654
Inman Jager Wealth Management
Mississippi
$1.39M +$152K +1,695 +12%
CFFP
1655
Center for Financial Planning
Michigan
$1.39M +$57.7K +643 +4%
GWP
1656
Gen-Wealth Partners
Michigan
$1.39M +$114K +1,275 +9%
PWM
1657
PBMares Wealth Management
Virginia
$1.38M -$65.9K -734 -5%
MA
1658
MCF Advisors
Kentucky
$1.38M -$113K -1,247 -8%
MW
1659
Marcum Wealth
Ohio
$1.38M -$248K -2,761 -15%
LCM
1660
Legato Capital Management
California
$1.38M -$907K -10,100 -40%
GWCM
1661
Godshalk Welsh Capital Management
Pennsylvania
$1.38M -$51K -568 -4%
TPI
1662
Trust Point Inc
Wisconsin
$1.38M -$143K -1,590 -9%
GIM
1663
Gold Investment Management
Alberta, Canada
$1.38M +$31.1K +346 +2%
HL
1664
HeadInvest LLC
Maine
$1.38M -$542K -6,036 -28%
PWCM
1665
Processus Wealth & Capital Management
Tennessee
$1.38M +$28.2K +314 +2%
AWM
1666
Accurate Wealth Management
Florida
$1.37M +$131K +1,652 +11%
RAM
1667
Ramirez Asset Management
New York
$1.37M -$53.9K -600 -4%
KJWM
1668
Kiley Juergens Wealth Management
Washington
$1.37M +$22.6K +252 +2%
CCFCSB
1669
Cape Cod Five Cents Savings Bank
Massachusetts
$1.37M – – –
JSW
1670
Journey Strategic Wealth
New Jersey
$1.37M -$21.1K -235 -2%
PCM
1671
Princeton Capital Management
New Jersey
$1.36M -$111K -1,234 -8%
CWAG
1672
Compton Wealth Advisory Group
Virginia
$1.36M -$103K -1,149 -7%
GLLW
1673
Graves Light Lenhart Wealth
Virginia
$1.36M -$24.6K -274 -2%
GIM
1674
Guardian Investment Management
California
$1.36M -$18K -200 -1%
AL
1675
Aspiriant LLC
California
$1.35M -$16K -178 -1%
65 66
67
68 69