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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 %
CSI
2201
Cross Staff Investments
New York
$664K – – –
YIM
2202
Yoffe Investment Management
Pennsylvania
$663K +$90 +1 +0%
UAML
2203
US Asset Management LLC
Pennsylvania
$663K -$2.43K -27 -0.4%
MAM
2204
Meeder Asset Management
Ohio
$663K -$18.9K -210 -3%
BCM
2205
Beddow Capital Management
Wyoming
$662K -$8.98K -100 -1%
SIM
2206
Sentry Investment Management
Wisconsin
$661K -$197K -2,432 -23%
CCWM
2207
Cassaday & Co Wealth Management
Virginia
$659K -$20.8K -232 -3%
Financial Engines Advisors
2208
Financial Engines Advisors
California
$658K -$20.3K -226 -3%
LSPW
2209
Lake Street Private Wealth
Illinois
$657K -$14.5K -162 -2%
AP
2210
Adero Partners
California
$657K -$55.5K -618 -8%
FFIC
2211
First Fiduciary Investment Counsel
Ohio
$657K -$23K -256 -3%
FAFN
2212
First Affirmative Financial Network
Colorado
$656K – – –
ZAM
2213
Zevin Asset Management
Massachusetts
$656K -$46.6K -519 -7%
SFM
2214
Systematic Financial Management
New Jersey
$655K – – –
I2I
2215
Insight 2811 Inc
Illinois
$655K -$27.8K -310 -4%
CPWA
2216
Cerro Pacific Wealth Advisors
California
$654K -$9.15K -92 -1%
DWAM
2217
Duncan Williams Asset Management
Tennessee
$654K -$33.7K -375 -5%
GWI
2218
Grace & White Inc
New York
$652K – – –
PGF
2219
Plan Group Financial
Oklahoma
$651K +$401K +4,472 +161%
PRI
2220
Prepared Retirement Institute
Pennsylvania
$650K -$42.2K -470 -6%
VWM
2221
Vigilare Wealth Management
Arizona
$648K +$13.8K +154 +2%
SAI
2222
Savvy Advisors Inc
New York
$647K -$11.6K -129 -2%
PB
2223
Pinnacle Bancorp
Nebraska
$646K -$8.71K -97 -1%
PTCG
2224
Pring Turner Capital Group
California
$646K +$11.7K +130 +2%
AWA
2225
Acorn Wealth Advisors
Michigan
$643K +$5.75K +64 +0.9%
87 88
89
90 91