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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 %
EAM
2451
Everstar Asset Management
North Carolina
$472K +$127K +1,413 +37%
AAMC
2452
Asset Allocation & Management Company
Illinois
$472K – – –
CWA
2453
Centennial Wealth Advisory
Michigan
$472K +$36.1K +402 +8%
FPW
2454
Fairvoy Private Wealth
Alabama
$472K -$1.1M -12,202 -70%
BFA
2455
Beacon Financial Advisory
Ohio
$471K -$19.9K -222 -4%
OCG
2456
Opus Capital Group
Ohio
$471K -$44.6K -496 -9%
EWS
2457
Evergreen Wealth Solutions
Pennsylvania
$471K -$20.3K -226 -4%
BW
2458
BIP Wealth
Georgia
$471K -$23.6K -263 -5%
IP
2459
Ignite Planners
California
$470K +$27.1K +325 +6%
MA
2460
MKT Advisors
California
$469K +$3.49K +43 +0.7%
NCM
2461
Nelson Capital Management
California
$469K -$44.9K -500 -9%
CCA
2462
Cora Capital Advisors
New Jersey
$468K +$5.83K +65 +1%
Members Trust
2463
Members Trust
Florida
$468K -$2.42K -27 -0.5%
LCM
2464
Liberty Capital Management
Michigan
$468K +$24.9K +277 +6%
TP
2465
Tranquility Partners
Tennessee
$467K +$449 +5 +0.1%
NEWAS
2466
N.E.W. Advisory Services
Wisconsin
$466K +$11.7K +130 +3%
GGS
2467
Galvin Gaustad & Stein
Arizona
$466K +$88.5K +986 +23%
HCM
2468
Hollencrest Capital Management
California
$466K -$56.6K -630 -11%
IP
2469
Investment Partners
Ohio
$466K +$42.8K +477 +10%
JE
2470
JMAC Enterprises
Pennsylvania
$465K -$1.26M -14,052 -73%
FA
2471
Fiducient Advisors
Illinois
$465K +$173K +1,922 +59%
CG
2472
Clarus Group
Texas
$465K +$34.7K +387 +8%
FMTCOCP
2473
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$464K -$25K -278 -5%
HFAS
2474
Hummer Financial Advisory Services
Illinois
$463K -$6.61K -73 -1%
RMF
2475
Red Mountain Financial
Colorado
$463K -$135K -1,502 -23%
97 98
99
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