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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 %
GTAM
2001
Global Trust Asset Management
Florida
$863K -$300K -3,340 -26%
AG
2002
AmeriFlex Group
Nevada
$861K +$439K +4,890 +104%
CLA
2003
Carnegie Lake Advisors
New Jersey
$860K -$35.9K -400 -4%
SB
2004
Strategic Blueprint
Georgia
$860K -$2.53M -28,192 -75%
RRA
2005
Round Rock Advisors
Connecticut
$855K +$10.5K +117 +1%
SFG
2006
SNS Financial Group
Minnesota
$853K -$12.1K -134 -1%
FDCP
2007
Foster Dykema Cabot & Partners
Massachusetts
$853K -$225K -2,481 -21%
PWAM
2008
Pinnacle West Asset Management
Wyoming
$852K +$5.83K +65 +0.7%
UIM
2009
Unified Investment Management
Georgia
$852K +$852K +9,491 New
ICP
2010
Interchange Capital Partners
Pennsylvania
$851K -$140K -1,555 -14%
DG
2011
DMC Group
Alabama
$851K -$239K -2,666 -22%
NAMP
2012
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$851K -$60.3K -672 -7%
CFA
2013
Capstone Financial Advisors
Illinois
$845K -$59.1K -658 -7%
FMTC
2014
Farmers & Merchants Trust Company
California
$844K +$128K +1,422 +18%
IFWM
2015
Institute for Wealth Management
Colorado
$843K -$6.46K -72 -0.8%
PGAM
2016
Princeton Global Asset Management
New Jersey
$843K -$367K -4,093 -30%
ACGA
2017
Atlanta Consulting Group Advisors
Georgia
$842K -$130K -1,434 -13%
WCM
2018
Washington Capital Management
Washington
$842K -$203K -2,265 -19%
DDPIC
2019
Deroy & Devereaux Private Investment Counsel
Michigan
$840K -$39.2K -437 -4%
KIG
2020
Kessler Investment Group
Indiana
$838K -$50.9K -567 -6%
SBF
2021
Sara-Bay Financial
Florida
$838K -$49.8K -558 -6%
RBWA
2022
RFG - Bristol Wealth Advisors
Massachusetts
$838K -$106K -1,184 -11%
IWA
2023
Invera Wealth Advisors
Oregon
$837K -$151K -1,682 -15%
FBFS
2024
First Business Financial Services
Wisconsin
$837K -$13.4K -149 -2%
MSR
2025
Main Street Research
Connecticut
$836K -$39.6K -437 -5%
79 80
81
82 83