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3,770 hedge funds and large institutions have $234B invested in Merck in 2026 Q1 according to their latest regulatory filings, with 313 funds opening new positions, 1,448 increasing their positions, 1,582 reducing their positions, and 122 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: 3,6463,770 (+124)

8% less repeat investments, than reductions

Existing positions increased: 1,448 | Existing positions reduced: 1,582

1.07% less ownership

Funds ownership: 79.11%78.04% (-1.1%)

Holders
3,770
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
FPW
2626
Fairvoy Private Wealth
Alabama
$534K
SGK
2627
Steigerwald Gordon & Koch
Virginia
$534K
STA
2628
Smith Thornton Advisors
Alabama
$534K
FWP
2629
Falcon Wealth Planning
California
$533K
MFG
2630
Mainsail Financial Group
Washington
$531K
SICM
2631
Sustainable Insight Capital Management
New York
$531K
AWAU
2632
Alliance Wealth Advisors (Utah)
Utah
$530K
PL
2633
PeakShares LLC
Florida
$530K
FZCM
2634
Flynn Zito Capital Management
New York
$530K
PVM
2635
Palogic Value Management
Texas
$529K
CAL
2636
Capital Advisors Ltd
Ohio
$528K
TF
2637
Tudor Financial
Ohio
$527K
CAWM
2638
Capital Advisors Wealth Management
Washington
$526K
FPGK
2639
Financial Partners Group (Kansas)
Kansas
$525K
KC
2640
Kinloch Capital
Virginia
$525K
BLAM
2641
Bourne Lent Asset Management
New York
$524K
LAS
2642
Legacy Advisory Services
Pennsylvania
$524K
MIM
2643
Moseley Investment Management
Florida
$524K
PCMC
2644
Paragon Capital Management (Colorado)
Colorado
$523K
MTIC
2645
Missouri Trust & Investment Company
Missouri
$521K
OFW
2646
Omnia Family Wealth
Florida
$521K
CWM
2647
Chemistry Wealth Management
New York
$520K
MGI
2648
Miller Global Investments
Texas
$520K
JF
2649
Joule Financial
Kentucky
$519K
FCM
2650
Fell Capital Management
California
$519K