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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 %
CWA
2251
Core Wealth Advisors
Florida
$616K -$458K -5,106 -43%
FFL
2252
Future Fund LLC
Illinois
$615K +$615K +6,855 New
WDC
2253
Woodward Diversified Capital
California
$615K +$22.3K +248 +4%
BBNA
2254
Bremer Bank National Association
Minnesota
$615K -$4.03M -44,847 -87%
OL
2255
OneFund LLC
Florida
$615K +$1.08K +12 +0.2%
MAM
2256
MWA Asset Management
Massachusetts
$614K -$49.4K -550 -7%
BFS
2257
BridgePort Financial Solutions
Iowa
$614K +$5.75K +64 +0.9%
TAM
2258
Townsend Asset Management
North Carolina
$613K -$99.9K -1,113 -14%
WEG
2259
World Equity Group
Illinois
$613K -$462K -4,745 -43%
SLG
2260
Stanley-Laman Group
Pennsylvania
$612K +$254K +2,833 +71%
SP
2261
Successful Portfolios
Florida
$611K -$539 -6 -0.1%
CAI
2262
Capital Advisors Inc
Oklahoma
$610K -$50.4K -561 -8%
ESBC
2263
E.S. Barr & Co
Kentucky
$609K -$126K -1,402 -17%
EPIM
2264
Evelyn Partners Investment Management
$607K +$607K +7,226 New
CCM
2265
Cox Capital Management
Massachusetts
$605K -$1.04M -11,592 -63%
AWM
2266
Aprio Wealth Management
Georgia
$605K -$6.91K -77 -1%
GIP
2267
Granite Investment Partners
California
$604K -$64.8K -722 -10%
FMC
2268
First Merchants Corp
Indiana
$603K -$315K -3,509 -34%
1CP
2269
17 Capital Partners
Arizona
$602K -$520K -5,788 -46%
AFP
2270
Ausdal Financial Partners
Iowa
$598K -$57.4K -640 -9%
BFG
2271
Beacon Financial Group
Texas
$597K -$309K -3,440 -34%
IPAM
2272
Investment Partners Asset Management
New Jersey
$596K -$463K -5,154 -44%
BWL
2273
Bogart Wealth LLC
Virginia
$596K -$5.71M -63,616 -91%
HP
2274
Holistic Planning
Texas
$595K -$8.44K -94 -1%
TFF
2275
The Family Firm
Maryland
$594K -$6.73K -75 -1%
89 90
91
92 93