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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 %
WSCM
1876
Wellington Shields Capital Management
New York
$1.03M -$13.1M -145,719 -93%
SCI
1877
Stableford Capital II
Arizona
$1.03M -$619K -7,941 -38%
CAM
1878
Close Asset Management
United Kingdom
$1.02M +$127K +1,420 +14%
WMA
1879
Wealth Management Associates
New Jersey
$1.02M -$4.04K -45 -0.4%
ZIG
1880
Zullo Investment Group
Pennsylvania
$1.02M +$2.96K +33 +0.3%
PSFG
1881
Prairie Sky Financial Group
Illinois
$1.02M -$2.87K -32 -0.3%
PFS
1882
Physicians Financial Services
North Carolina
$1.01M -$38.6K -430 -4%
WA1
1883
Wimmer Associates 1
California
$1.01M -$77.8K -1,015 -7%
WA
1884
WBH Advisory
Maryland
$1.01M -$292K -3,248 -22%
CD
1885
Chapin Davis
Maryland
$1.01M -$5.3K -59 -0.5%
ICP
1886
Impact Capital Partners
Colorado
$1M -$15K -167 -1%
SOS
1887
Silver Oak Securities
Tennessee
$1M -$69.9K -783 -7%
SIC
1888
Sterling Investment Counsel
New York
$1M +$500K +5,572 +100%
DC
1889
DeDora Capital
California
$1M -$59.3K -661 -6%
GPA
1890
Guerra Pan Advisors
New Jersey
$1M -$30.8K -343 -3%
WFS
1891
Widmann Financial Services
Maryland
$999K -$5.83K -65 -0.6%
F8IS
1892
Figure 8 Investment Strategies
Idaho
$999K -$122K -1,360 -11%
SEIA
1893
Signature Estate & Investment Advisors
California
$999K -$16.8M -187,674 -94%
BONH
1894
Bank of New Hampshire
New Hampshire
$998K -$1.03M -11,482 -51%
FFA
1895
First Foundation Advisors
California
$997K -$152K -1,689 -13%
EFA
1896
Evernest Financial Advisors
Indiana
$995K -$66.7K -743 -6%
WF
1897
WinCap Financial
Massachusetts
$993K +$154K +1,719 +18%
EA
1898
Everpar Advisors
Oklahoma
$993K -$228K -2,542 -19%
CYG
1899
Clean Yield Group
Vermont
$991K -$41K -457 -4%
RZH
1900
Relyea Zuckerberg Hanson
Connecticut
$989K -$70.9K -790 -7%
74 75
76
77 78