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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 %
PA
2426
Prossimo Advisors
California
$494K -$63.1K -702 -11%
CC
2427
Cornerstone Capital
California
$494K – – –
SWM
2428
Shakespeare Wealth Management
Wisconsin
$492K +$492K +5,483 New
BST
2429
Bath Savings Trust
Maine
$492K +$37.9K +422 +8%
HIGP
2430
Hill Investment Group Partners
Missouri
$491K -$152K -1,690 -24%
AWM
2431
Accel Wealth Management
Iowa
$491K -$12.7K -141 -3%
SFC
2432
SYM Financial Corp
Indiana
$491K +$233K +2,601 +91%
BWS
2433
Broadway Wealth Solutions
Texas
$490K -$16.4K -183 -3%
PWP
2434
Perfromance Wealth Partners
Illinois
$489K +$489K +5,450 New
FC
2435
FCA Corp
Texas
$488K +$1.08K +12 +0.2%
ZBNA
2436
Zions Bancorporation, National Association
Utah
$486K +$486K +5,413 New
SLC
2437
Second Line Capital
Louisiana
$486K +$26.9K +297 +6%
NRC
2438
New Republic Capital
North Carolina
$483K +$34.8K +385 +8%
TW
2439
Transform Wealth
Colorado
$483K -$2.75M -30,354 -85%
NIM
2440
Nexus Investment Management
Ontario, Canada
$482K +$143K +1,110 +42%
RWM
2441
Rialto Wealth Management
New York
$482K +$2.42K +27 +0.5%
CWG
2442
Crown Wealth Group
North Carolina
$482K +$15.8K +176 +3%
FWMP
2443
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$481K +$11.4K +127 +2%
USB
2444
Union Savings Bank
Connecticut
$480K -$30.7K -342 -6%
SMA
2445
Seven Mile Advisory
New Jersey
$478K -$47.9K -534 -9%
RC
2446
Rahlfs Capital
Texas
$478K – – –
FSA
2447
Financial Security Advisor
Virginia
$478K -$59.4K -655 -11%
ITIM
2448
Indiana Trust & Investment Management
Indiana
$475K – – –
SNPAM
2449
St. Nicholas Private Asset Management
Florida
$474K -$55.2K -615 -10%
MPWS
2450
McCarter Private Wealth Services
Massachusetts
$473K +$9.43K +105 +2%
96 97
98
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