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 %
OCM
1901
Orion Capital Management
California
$986K +$479K +5,334 +94%
FGP
1902
Freestone Grove Partners
California
$985K +$985K +10,977 New
BWA
1903
Blodgett Wealth Advisors
California
$985K -$289K -3,224 -23%
GWA
1904
Gratus Wealth Advisors
Virginia
$985K -$537K -5,980 -35%
CFO
1905
CVA Family Office
Colorado
$983K -$6.37K -71 -0.6%
RWP
1906
Ridgecrest Wealth Partners
California
$978K +$45K +501 +5%
ECA
1907
Elevated Capital Advisors
Utah
$976K +$77.7K +866 +9%
LD
1908
Lipe & Dalton
New York
$975K -$62.6K -697 -6%
MFC
1909
Mechanics Financial Corp
Ohio
$973K – – –
LC
1910
Lavaca Capital
Texas
$972K -$35.1K -391 -3%
AI
1911
Accredited Investors
Minnesota
$970K -$86K -958 -8%
WE
1912
Wealth Effects
Massachusetts
$968K +$4.49K +50 +0.5%
FWM
1913
Forza Wealth Management
Florida
$966K +$12.4K +138 +1%
WW
1914
Winnow Wealth
Texas
$965K +$122K +1,356 +14%
HP
1915
Hilltop Partners
Indiana
$964K +$55.4K +617 +6%
TFIPS
1916
Towarzystwo Funduszy Inwestycyjnych PZU SA
$963K +$3.59K +40 +0.4%
GFA
1917
Gallagher Fiduciary Advisors
Illinois
$962K +$34.1K +380 +4%
LGA
1918
Lebenthal Global Advisors
New York
$961K -$820K -9,135 -46%
SSA
1919
Sierra Summit Advisors
Nevada
$958K +$135K +1,499 +16%
AA
1920
Apriem Advisors
California
$958K -$51.2K -570 -5%
VST
1921
Van Strum & Towne
California
$958K +$213K +2,375 +29%
RTC
1922
Riverview Trust Company
Washington
$956K -$358K -3,989 -27%
PWA
1923
Providence Wealth Advisors
Illinois
$956K +$53.6K +617 +6%
ONST
1924
Old North State Trust
North Carolina
$954K – – –
TC
1925
Trilogy Capital
California
$954K +$41.1K +458 +5%
75 76
77
78 79