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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 %
GWM
2301
Greenwich Wealth Management
Connecticut
$576K -$23.1K -257 -4%
CS
2302
Crescent Sterling
Louisiana
$575K -$8.71K -97 -1%
IC
2303
Iconiq Capital
California
$575K -$257K -2,863 -31%
VFA
2304
Voya Financial Advisors
Connecticut
$574K -$82.2K -921 -13%
LWANC
2305
Laurel Wealth Advisors (North Carolina)
North Carolina
$573K -$19.7K -220 -3%
BFAG
2306
Blackston Financial Advisory Group
Florida
$572K -$180K -2,001 -24%
SFG
2307
Shum Financial Group
California
$571K +$987 +11 +0.2%
CFG
2308
Cooper Financial Group
California
$570K +$17.5K +195 +3%
TA
2309
Townsend & Associates
Colorado
$569K -$40.4K -519 -7%
EB
2310
Emprise Bank
Kansas
$567K -$116K -1,290 -17%
HWA
2311
HHM Wealth Advisors
Tennessee
$567K -$11.9K -133 -2%
CFG
2312
Certior Financial Group
Pennsylvania
$566K +$26.3K +293 +5%
PAS
2313
PKS Advisory Services
New York
$566K +$208K +2,394 +58%
RCM
2314
Raleigh Capital Management
North Carolina
$565K -$594K -6,614 -51%
SIS
2315
Sound Income Strategies
Florida
$563K +$7.27K +81 +1%
OWA
2316
Octavia Wealth Advisors
Ohio
$562K -$28.4K -314 -5%
BHPW
2317
Beverly Hills Private Wealth
California
$562K -$1.75M -19,524 -76%
SCM
2318
Sunbeam Capital Management
Georgia
$561K +$3.08K +34 +0.6%
BC
2319
Barrett & Company
Rhode Island
$559K -$28.5K -318 -5%
CW
2320
Channel Wealth
California
$559K -$18.4K -205 -3%
BTD
2321
BankPlus Trust Department
Mississippi
$558K +$16.6K +185 +3%
BIM
2322
Baldwin Investment Management
Pennsylvania
$558K -$172K -1,915 -24%
BWG
2323
Beta Wealth Group
California
$558K +$9.34K +104 +2%
AFWM
2324
AMJ Financial Wealth Management
Virginia
$558K +$558K +6,215 New
WAM
2325
Weatherly Asset Management
California
$557K +$4.07K +45 +0.7%
91 92
93
94 95