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 %
KLCM
1976
KG&L Capital Management
Louisiana
$894K -$57.2K -634 -6%
EAM
1977
Empirical Asset Management
Massachusetts
$893K -$10.9M -121,971 -92%
AL
1978
Arnhold LLC
New York
$892K +$89.8K +1,000 +11%
CBT
1979
CoreFirst Bank & Trust
Kansas
$890K -$117K -1,301 -12%
AC
1980
Apella Capital
Connecticut
$889K +$113K +1,385 +15%
PH
1981
Pinnacle Holdings
Oklahoma
$889K -$52.6K -586 -6%
WIS
1982
Wright Investors Service
Connecticut
$888K -$163K -1,814 -16%
WIM
1983
Waverton Investment Management
United Kingdom
$887K – – –
FNC
1984
First National Corp
Massachusetts
$887K -$30K -334 -3%
AF
1985
Arrow Financial
New York
$886K -$22K -245 -2%
JWWM
1986
Johnson & White Wealth Management
Pennsylvania
$883K +$14.1K +157 +2%
TA
1987
TruWealth Advisors
Louisiana
$883K +$67.8K +755 +8%
RFP
1988
Root Financial Partners
California
$881K +$48.5K +540 +6%
CG
1989
Corundum Group
Colorado
$877K -$169K -1,886 -16%
HWA
1990
Heartwood Wealth Advisors
Virginia
$876K +$876K +9,760 New
TWP
1991
Tyche Wealth Partners
Texas
$876K -$269K -2,999 -24%
DE
1992
Diversified Enterprises
Delaware
$873K +$90.1K +1,004 +12%
TWA
1993
TCI Wealth Advisors
Arizona
$872K -$45K -501 -5%
MAM
1994
Mirabaud Asset Management
United Kingdom
$872K -$534K -5,979 -38%
RPCONE
1995
Retirement Planning Company of New England
Rhode Island
$871K +$38.3K +427 +5%
CCA
1996
Cypress Capital Advisors
Tennessee
$870K +$25.5K +284 +3%
IA
1997
Icon Advisers
Colorado
$870K -$746K -8,310 -46%
KA
1998
Klingman & Associates
New York
$868K +$10.8K +120 +1%
ANC
1999
Ames National Corp
Iowa
$867K -$6.73K -75 -0.8%
VCP
2000
Verus Capital Partners
Arizona
$866K -$8.62K -96 -1%
78 79
80
81 82