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3,763 hedge funds and large institutions have $234B invested in Merck in 2026 Q1 according to their latest regulatory filings, with 310 funds opening new positions, 1,447 increasing their positions, 1,578 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

3% more funds holding

Funds holding: 3,6443,763 (+119)

8% less repeat investments, than reductions

Existing positions increased: 1,447 | Existing positions reduced: 1,578

1.09% less ownership

Funds ownership: 79.11%78.01% (-1.1%)

Holders
3,763
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.43B
Puts
$2.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
2501
Elyxium Wealth
California
$612K
AAS
2502
Annex Advisory Services
Wisconsin
$612K
LSPW
2503
Lake Street Private Wealth
Illinois
$612K
FSAG
2504
Financial Solutions Advisory Group
Illinois
$610K
BSTWA
2505
Blake Schutter Theil Wealth Advisors
Ohio
$609K
TAP
2506
TSG Advice Partners
Ohio
$609K
CPC
2507
Congress Park Capital
New York
$609K
FFP
2508
FourThought Financial Partners
Florida
$608K
FG
2509
Foster Group
Iowa
$607K
BWM
2510
Braeburn Wealth Management
Michigan
$607K
OA
2511
Operose Advisors
Wisconsin
$605K
SFO
2512
Stenger Family Office
Illinois
$601K
ITIM
2513
Indiana Trust & Investment Management
Indiana
$601K
EW
2514
Element Wealth
Mississippi
$599K
IP
2515
Investment Partners
Ohio
$599K
CCA
2516
Cora Capital Advisors
New Jersey
$598K
SIP
2517
Snowwater Investment Partners
Connecticut
$598K
RYIA
2518
Roehl & Yi Investment Advisors
Oregon
$597K
NPFS
2519
Novak & Powell Financial Services
Florida
$597K
SAM
2520
S.A. Mason
Michigan
$597K
AWP
2521
Accretive Wealth Partners
New Jersey
$596K
SQA
2522
Simon Quick Advisors
New Jersey
$595K
BAM
2523
BOS Asset Management
Illinois
$594K
AFG
2524
ABLE Financial Group
Arizona
$592K
MC
2525
Mathes Company
New York
$591K