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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
SWM
2601
Salvus Wealth Management
New Jersey
$546K
CPA
2602
Cardiff Park Advisors
California
$546K
ESBC
2603
E.S. Barr & Co
Kentucky
$546K
DFA
2604
DHJJ Financial Advisors
Illinois
$545K
LWM
2605
Lakeridge Wealth Management
Ohio
$545K
OBGC
2606
O'Brien Greene & Co
Pennsylvania
$545K
FFG
2607
Fiduciary Financial Group
California
$545K
TWP
2608
Tower Wealth Partners
Pennsylvania
$544K
CCT
2609
Capital City Trust
Florida
$539K
PFT
2610
Providence First Trust
Arizona
$539K
CWM
2611
Cranbrook Wealth Management
Michigan
$538K
DFG
2612
Dupree Financial Group
Kentucky
$536K
MF
2613
Manchester Financial
California
$536K
GFG
2614
Goldstone Financial Group
Illinois
$536K
RCG
2615
Regatta Capital Group
California
$536K
PGAM
2616
Princeton Global Asset Management
New Jersey
$536K
CG
2617
Clarus Group
Texas
$535K
MCA
2618
Millennium Capital Advisors
Arkansas
$535K
MFP
2619
Meramec Financial Planners
Missouri
$535K
TAFW
2620
Tred Avon Family Wealth
Maryland
$535K
I
2621
InceptionR
California
$534K
FPW
2622
Fairvoy Private Wealth
Alabama
$534K
SGK
2623
Steigerwald Gordon & Koch
Virginia
$534K
STA
2624
Smith Thornton Advisors
Alabama
$534K
FWP
2625
Falcon Wealth Planning
California
$533K