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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 %
CAM
2401
Campion Asset Management
Virginia
$506K – – –
SFS
2402
Summit Financial Strategies
Ohio
$506K +$21.6K +241 +4%
CPSC
2403
Carl P. Sherr & Co
Massachusetts
$506K -$52.5K -585 -9%
CA
2404
Cortland Associates
Missouri
$505K +$2.87K +32 +0.6%
OPW
2405
Osprey Private Wealth
New York
$505K +$224K +2,500 +80%
CWM
2406
Chemistry Wealth Management
New York
$504K -$3.23K -36 -0.6%
SJL
2407
Shayne & Jacobs LLC
Tennessee
$504K – – –
RAM
2408
Readystate Asset Management
Illinois
$503K -$739K -8,235 -60%
APWM
2409
Argonautica Private Wealth Management
Massachusetts
$502K – – –
LCG
2410
Lakeshore Capital Group
Illinois
$502K +$20.4K +227 +4%
WCA
2411
Westover Capital Advisors
Delaware
$502K -$2.93M -32,631 -85%
IF
2412
Ironwood Financial
Arizona
$502K -$17.3K -193 -3%
CPC
2413
Congress Park Capital
New York
$501K -$44.9K -500 -8%
WWM
2414
Wagner Wealth Management
South Carolina
$501K -$13.8K -154 -3%
FBT
2415
First Bank & Trust
South Dakota
$500K -$70.9K -790 -12%
RCM
2416
RB Capital Management
Nevada
$499K -$28.5K -318 -5%
CA
2417
CWC Advisors
Oregon
$498K +$42.4K +472 +9%
PW
2418
Potentia Wealth
California
$498K -$74.5K -830 -13%
LWM
2419
Lyell Wealth Management
California
$497K -$105K -1,175 -18%
AA
2420
Addison Advisors
Vermont
$496K -$13.2K -147 -3%
SM
2421
Sweeney & Michel
California
$496K +$496K +6,278 New
HS
2422
Horan Securities
United States
$495K -$83.2K -927 -14%
SWM
2423
Sendero Wealth Management
Texas
$494K +$37.8K +421 +8%
CDWM
2424
Campbell Deegan Wealth Management
Virginia
$494K -$36.7K -409 -7%
V
2425
ViaWealth
Kansas
$494K -$4.04K -45 -0.8%
95 96
97
98 99