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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 %
LIM
2351
Lathrop Investment Management
Arkansas
$538K +$2.15K +24 +0.4%
IFS
2352
Ifrah Financial Services
Arkansas
$537K -$36.7K -409 -6%
ACA
2353
American Capital Advisory
Idaho
$537K -$15.9K -177 -3%
CCM
2354
Crew Capital Management
Ohio
$536K +$2.51K +28 +0.5%
EFG
2355
Embree Financial Group
Illinois
$536K +$145K +1,617 +37%
TA
2356
TFG Advisers
Michigan
$536K -$31.4K -350 -6%
CCM
2357
Cohen Capital Management
California
$536K – – –
CFS
2358
Commonwealth Financial Services
West Virginia
$535K -$46.8K -521 -8%
TWP
2359
Tempus Wealth Planning
California
$534K +$15.3K +170 +3%
AGP
2360
Aspire Growth Partners
Florida
$534K +$10.8K +137 +2%
JJBC
2361
James J. Burns & Company
New York
$534K -$31.5K -351 -6%
MIM
2362
Moseley Investment Management
Florida
$533K -$39.9K -444 -7%
SPWG
2363
Sage Private Wealth Group
Illinois
$533K +$2.42K +27 +0.5%
CFG
2364
Carr Financial Group
Massachusetts
$532K -$244K -2,718 -31%
RSWA
2365
Robinson Smith Wealth Advisors
Maine
$532K +$39.5K +440 +8%
KA
2366
KDT Advisors
New York
$532K – – –
GC
2367
Garde Capital
Washington
$530K -$14.2K -158 -3%
FA
2368
Fermata Advisors
California
$528K +$88.4K +985 +20%
NCM
2369
Neumann Capital Management
California
$528K – – –
PP
2370
Paloma Partners
Connecticut
$528K +$528K +5,885 New
SGK
2371
Steigerwald Gordon & Koch
Virginia
$527K +$5.66K +63 +1%
ORC
2372
O'Rourke & Company
Massachusetts
$527K -$18K -201 -3%
VC
2373
Vestor Capital
Illinois
$527K -$7.99K -89 -1%
SIA
2374
SeaBridge Investment Advisors
New Jersey
$526K -$840K -9,359 -61%
SMH
2375
Sanders Morris Harris
Texas
$526K -$7.29K -83 -1%
93 94
95
96 97