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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 %
TPWA
2326
TRUE Private Wealth Advisors
Oregon
$556K +$62.5K +696 +13%
CIS
2327
Capital International Sarl
California
$556K -$402K -4,482 -42%
WA
2328
Waddell & Associates
Tennessee
$554K -$100K -1,116 -15%
BFPW
2329
BOK Financial Private Wealth
Colorado
$553K -$151K -1,671 -21%
FAT
2330
First American Trust
California
$552K +$628 +7 +0.1%
RCA
2331
Roberts Capital Advisors
Colorado
$551K +$551K +6,141 New
PWM
2332
Pines Wealth Management
North Carolina
$551K +$12.2K +154 +2%
ACM
2333
Aljian Capital Management
Nevada
$551K +$12.7K +141 +2%
PCM
2334
Prelude Capital Management
New York
$550K -$20.8K -232 -4%
CCA
2335
Cottonwood Capital Advisors
Utah
$550K – – –
BI
2336
Bolthouse Investments
California
$549K – – –
HCM
2337
Hall Capital Management
Rhode Island
$547K -$1.32M -14,729 -71%
PAM
2338
PCG Asset Management
New Jersey
$547K +$2.69K +30 +0.5%
FFP
2339
FourThought Financial Partners
Florida
$547K +$81.3K +906 +17%
OW
2340
Olistico Wealth
Oklahoma
$544K -$12.7K -141 -2%
EBSAM
2341
Eubel Brady & Suttman Asset Management
Ohio
$544K +$68.9K +768 +14%
HWA
2342
HCR Wealth Advisors
California
$544K -$1.22M -13,639 -69%
S
2343
SimplyRich
California
$543K – – –
NB
2344
Nicolet Bankshares
Wisconsin
$543K – – –
CWM
2345
Compass Wealth Management
Connecticut
$542K -$15.9K -177 -3%
BSB
2346
Bangor Savings Bank
Maine
$542K -$21.3K -237 -4%
SAM
2347
S.A. Mason
Michigan
$541K +$808 +9 +0.1%
PCTC
2348
Perkins Coie Trust Company
Washington
$540K +$12.2K +136 +2%
LAM
2349
L2 Asset Management
Massachusetts
$540K +$540K +6,020 New
BCMLT
2350
Beacon Capital Management LLC (Tennessee)
Tennessee
$540K +$22.6K +252 +4%
92 93
94
95 96