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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 %
FBB
2176
Fulton Breakefield Broenniman
Maryland
$692K -$43.8K -488 -6%
RPWA
2177
Regent Peak Wealth Advisors
Georgia
$690K -$181K -2,012 -21%
AFM
2178
Aspetuck Financial Management
Connecticut
$690K -$550K -6,124 -44%
MWA
2179
Midland Wealth Advisors
Illinois
$689K -$79.7K -888 -10%
GSWA
2180
Good Steward Wealth Advisors
Tennessee
$688K +$688K +7,663 New
AT
2181
Arlington Trust
Alabama
$687K -$26.4K -294 -4%
CCC
2182
Compass Capital Corp
Massachusetts
$686K -$537K -6,899 -44%
S
2183
Sachetta
Massachusetts
$686K -$55K -611 -7%
GPW
2184
Gray Private Wealth
Massachusetts
$684K – – –
Marshall Wace
2185
Marshall Wace
United Kingdom
$683K +$653K +7,276 +2,198%
MWM
2186
Mattern Wealth Management
Kansas
$681K +$21.9K +244 +3%
RWI
2187
Red Wave Investments
Pennsylvania
$680K -$5.83K -65 -0.9%
PTB
2188
Pioneer Trust Bank
Oregon
$678K +$7.27K +81 +1%
SCP
2189
Sivia Capital Partners
California
$678K +$56K +624 +9%
SWA
2190
SOA Wealth Advisors
New York
$678K -$1.71K -19 -0.3%
CH
2191
Cromwell Holdings
Wyoming
$677K +$124K +1,371 +22%
NA
2192
Navellier & Associates
Nevada
$675K -$547K -6,604 -45%
LCWP
2193
Legacy Capital Wealth Partners
Arkansas
$675K +$127K +1,410 +23%
GCC
2194
Game Creek Capital
Massachusetts
$673K -$44.9K -500 -6%
PTC
2195
Petrus Trust Company
Texas
$670K +$351K +3,910 +110%
MFG
2196
Mosaic Financial Group
Illinois
$669K -$43.8K -488 -6%
A
2197
Argentarii
Ohio
$669K +$316K +3,523 +90%
MCM
2198
Morton Capital Management
California
$667K +$6.01K +67 +0.9%
AIA
2199
AssuredPartners Investment Advisors
Florida
$666K -$42.3K -471 -6%
PR
2200
Payden & Rygel
California
$665K -$9.35M -104,140 -93%
86 87
88
89 90