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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 %
HPIA
1951
Hamilton Point Investment Advisors
North Carolina
$919K +$4.8K +53 +0.5%
HNW
1952
High Note Wealth
Minnesota
$916K -$37.3K -416 -4%
CCA
1953
Childress Capital Advisors
Texas
$912K -$60.6K -675 -6%
FWM
1954
Forefront Wealth Management
Pennsylvania
$912K -$8.08K -90 -0.9%
CWA
1955
Crux Wealth Advisors
California
$911K -$280K -3,114 -23%
PCA
1956
Peddock Capital Advisors
Massachusetts
$911K -$118K -1,314 -11%
RCA
1957
Resonant Capital Advisors
Wisconsin
$910K +$100K +1,111 +12%
ACM
1958
Aurdan Capital Management
Pennsylvania
$908K – – –
PFA
1959
Plotkin Financial Advisors
Maryland
$907K – – –
WAM
1960
WNY Asset Management
New York
$907K +$156K +1,740 +21%
AF
1961
Alerus Financial
North Dakota
$907K -$20.3K -226 -2%
AFAS
1962
Acorn Financial Advisory Services
Virginia
$907K -$70.5K -785 -7%
APW
1963
Aurora Private Wealth
New Jersey
$906K -$23.7K -264 -3%
VIM
1964
Vista Investment Management
Pennsylvania
$905K -$40.9K -456 -4%
THCM
1965
Taylor Hoffman Capital Management
Virginia
$904K – – –
CF
1966
Convergence Financial
Missouri
$903K +$45.1K +503 +5%
RFA
1967
ROI Financial Advisors
Oregon
$903K -$259K -2,882 -22%
GWM
1968
Graybill Wealth Management
Illinois
$902K +$902K +10,047 New
HPBT
1969
Hickory Point Bank & Trust
Illinois
$900K +$21.5K +239 +2%
FCAS
1970
First Command Advisory Services
Texas
$900K -$34K -379 -4%
VWM
1971
Venturi Wealth Management
Texas
$899K -$55.7K -621 -6%
CA
1972
Crewe Advisors
Utah
$899K -$21.1K -235 -2%
GITFIT
1973
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$898K +$89.8K +1,000 +11%
BIG
1974
Brookwood Investment Group
Arizona
$897K +$897K +9,990 New
CPIA
1975
Cornell Pochily Investment Advisors
New York
$895K +$49.4K +550 +6%
77 78
79
80 81