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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 %
NCTC
2376
New Covenant Trust Company
Indiana
$525K -$28.1K -315 -5%
CAC
2377
Certified Advisory Corp
Florida
$525K -$44.8K -499 -8%
SCA
2378
St. Clair Advisors
Ohio
$525K – – –
TCA
2379
Trifecta Capital Advisors
Illinois
$525K -$343K -3,820 -40%
MLA
2380
My Legacy Advisors
Oregon
$524K -$13.6K -151 -3%
FFG
2381
Fiduciary Financial Group
California
$523K -$9.69K -125 -2%
DIM
2382
Delta Investment Management
California
$520K -$80.9K -901 -13%
BCM
2383
Boltwood Capital Management
California
$519K +$4.04K +45 +0.8%
NFG
2384
Nadler Financial Group
Illinois
$519K -$89.4K -996 -15%
MIP
2385
Marietta Investment Partners
Wisconsin
$519K -$1.39M -15,504 -73%
EBT
2386
Enterprise Bank & Trust
Massachusetts
$517K – – –
BFC
2387
Bedel Financial Consulting
Indiana
$517K +$5.06K +64 +1%
VBFG
2388
Vishria Bird Financial Group
Tennessee
$517K – – –
MWS
2389
MFA Wealth Services
California
$516K -$47.8K -533 -8%
TRIA
2390
Trail Ridge Investment Advisors
Colorado
$515K -$122K -1,364 -19%
LWM
2391
Lionshead Wealth Management
New York
$515K +$31.2K +344 +6%
PCA
2392
Prosperity Capital Advisors
Ohio
$515K -$11.6K -133 -2%
CFG
2393
Clayton Financial Group
Missouri
$513K -$6.82K -76 -1%
CSPIA
2394
Cary Street Partners Investment Advisory
Virginia
$513K -$37K -412 -7%
JFA
2395
JNBA Financial Advisors
Minnesota
$511K – – –
CCT
2396
Capital City Trust
Florida
$511K +$19.7K +220 +4%
EWS
2397
Eagle Wealth Strategies
New Jersey
$510K -$61.9K -690 -11%
VI
2398
Versor Investments
New York
$509K +$509K +5,666 New
LIP
2399
Liontrust Investment Partners
United Kingdom
$508K -$494K -5,506 -49%
DWM
2400
Defined Wealth Management
Oregon
$507K +$6.19K +69 +1%
94 95
96
97 98