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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 %
FWM
2151
Focused Wealth Management
New York
$718K +$43.4K +484 +6%
MUAMU
2152
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$718K +$718K +8,000 New
SA
2153
SRN Advisors
Pennsylvania
$718K -$19.6K -218 -3%
KCFA
2154
Key Client Fiduciary Advisors
New Jersey
$715K +$2.33K +26 +0.3%
EFG
2155
Ethos Financial Group
Pennsylvania
$714K – – –
WI
2156
WrapManager Inc
California
$714K +$31.8K +354 +5%
BWP
2157
Barlow Wealth Partners
Kentucky
$712K -$66.2K -800 -9%
TIA
2158
Tiemann Investment Advisors
California
$712K -$41.7K -465 -6%
RFG
2159
RFP Financial Group
Georgia
$711K +$898 +10 +0.1%
PMG
2160
ProVise Management Group
Florida
$709K -$12.4K -138 -2%
OWM
2161
Orca Wealth Management
Florida
$709K +$24.1K +268 +4%
DTC
2162
Davidson Trust Company
Washington
$705K +$14.5K +162 +2%
CAM
2163
Claret Asset Management
Quebec, Canada
$702K -$780K -7,843 Closed
QC
2164
Quent Capital
New York
$701K -$118K -1,317 -14%
CF
2165
Claris Financial
Virginia
$700K – – –
BPFA
2166
Barnes Pettey Financial Advisors
Mississippi
$699K -$10.1K -113 -1%
MPW
2167
Monterey Private Wealth
California
$699K -$21.4K -238 -3%
HBT
2168
Heartland Bank & Trust
Illinois
$697K -$39K -435 -5%
BOM
2169
Bank of Marin
California
$696K -$82K -913 -11%
LOIP
2170
Live Oak Investment Partners
Texas
$695K +$695K +7,747 New
AWM
2171
Avior Wealth Management
Nebraska
$695K -$337K -3,751 -33%
CA
2172
Continuum Advisory
Idaho
$695K -$30.6K -341 -4%
CM
2173
Cercano Management
Washington
$694K – – –
TCBWMS
2174
Texas Capital Bank Wealth Management Services
Texas
$694K +$489K +5,452 +240%
Edgewood Management
2175
Edgewood Management
Connecticut
$693K – – –
85 86
87
88 89