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 %
RIG
2076
Renaissance Investment Group
Massachusetts
$776K -$99.5K -1,108 -11%
WAM
2077
Weinberger Asset Management
California
$776K -$18.2K -203 -2%
TWM
2078
Trueblood Wealth Management
Ohio
$775K -$449 -5 -0.1%
PIA
2079
Pinion Investment Advisors
Kansas
$774K +$97.1K +1,082 +14%
NFA
2080
Northern Financial Advisors
Michigan
$771K -$539K -6,007 -41%
JWBC
2081
J.W. Burns & Co
New York
$770K -$1.8K -20 -0.2%
WAM
2082
Wakefield Asset Management
Colorado
$769K +$769K +8,569 New
VCM
2083
Versant Capital Management
Arizona
$769K +$558K +6,221 +265%
WIA
2084
Westbourne Investment Advisors
Maryland
$768K +$3.59K +40 +0.5%
CHP
2085
Cable Hill Partners
Oregon
$768K +$13.8K +162 +2%
TWM
2086
TCFG Wealth Management
California
$767K -$233K -2,591 -23%
BFW
2087
Brady Family Wealth
Missouri
$767K -$40.5K -451 -5%
CA
2088
Cambridge Advisors
Nebraska
$767K +$1.08K +12 +0.1%
RWPA
2089
Richard W. Paul & Associates
Michigan
$767K -$246K -2,745 -24%
GEA
2090
Glen Eagle Advisors
New Jersey
$764K -$14.5K -162 -2%
DLHL
2091
Donald L. Hagan LLC
Florida
$764K +$10.1K +112 +1%
SWA
2092
SFMG Wealth Advisors
Texas
$763K +$14.8K +165 +2%
1WM
2093
1858 Wealth Management
Ohio
$762K -$60.8K -677 -7%
AFC
2094
AFT Forsyth & Company
Florida
$760K – – –
GCM
2095
Generation Capital Management
New York
$760K – – –
FWTB
2096
First Western Trust Bank
Colorado
$760K -$121K -1,346 -14%
RBFC
2097
Roman Butler Fullerton & Co
Missouri
$760K -$38.7K -494 -5%
CST
2098
Charles Schwab Trust
Nevada
$759K -$302K -3,360 -28%
RL
2099
Rogco LP
Oklahoma
$758K +$30.7K +342 +4%
PA
2100
Promethium Advisors
Maryland
$758K -$34.3K -379 -4%
82 83
84
85 86