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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 %
MF
2101
Magnetar Financial
Illinois
$756K +$756K +8,424 New
GIM
2102
Groesbeck Investment Management
New Jersey
$756K -$73.1K -814 -9%
SAA
2103
Southeast Asset Advisors
Georgia
$755K +$66.9K +745 +10%
AIM
2104
Athena Investment Management
California
$755K -$1.17K -13 -0.2%
MCM
2105
Magnolia Capital Management
New York
$754K – – –
SWA
2106
Sax Wealth Advisors
New Jersey
$754K +$89.1K +993 +13%
VAM
2107
Verity Asset Management
North Carolina
$754K -$33.7K -375 -4%
AP
2108
Appleton Partners
Massachusetts
$753K -$8.83M -98,431 -92%
WAG
2109
Winthrop Advisory Group
Massachusetts
$752K -$57.3K -633 -7%
BOJHT
2110
Bank of Jackson Hole Trust
Wyoming
$751K -$29.4K -319 -4%
MCM
2111
McRae Capital Management
New Jersey
$750K -$26.9K -300 -3%
GC
2112
Gilbert & Cook
Iowa
$749K -$109K -1,219 -13%
MCM
2113
Monument Capital Management
Virginia
$749K +$70.8K +789 +10%
CGA
2114
Crescent Grove Advisors
Illinois
$749K -$50.4K -557 -6%
PC
2115
Port Capital
Illinois
$747K +$1.35K +15 +0.2%
GSB
2116
Greenfield Savings Bank
Massachusetts
$745K – – –
WPA
2117
Wealth Preservation Advisors
Tennessee
$744K +$744K +8,294 New
CIM
2118
CIM Investment Management
Pennsylvania
$744K -$539 -6 -0.1%
DFA
2119
Delta Financial Advisors
Louisiana
$743K +$44.5K +496 +6%
OFS
2120
Orrstown Financial Services
Pennsylvania
$741K +$38.9K +433 +6%
KWMG
2121
King Wealth Management Group
Florida
$740K +$3.86K +43 +0.5%
DQRIM
2122
Dale Q Rice Investment Management
Washington
$739K -$37.9K -422 -5%
GDP
2123
Great Diamond Partners
Maine
$739K -$267K -2,980 -27%
CA
2124
Crumly & Associates
Illinois
$738K +$113K +1,260 +18%
LFA
2125
Legacy Financial Advisors
Kentucky
$737K -$337K -3,752 -31%
83 84
85
86 87