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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
CFS
2676
Cannon Financial Strategists
Georgia
$504K
OCM
2677
Osterweis Capital Management
California
$503K
OFO
2678
OneAscent Family Office
Alabama
$503K
PEA
2679
Park Edge Advisors
Ohio
$503K
PWS
2680
Pursuit Wealth Strategies
North Carolina
$502K
OFG
2681
Oxford Financial Group
Indiana
$501K
WCFA
2682
Walkner Condon Financial Advisors
Wisconsin
$499K
XSC
2683
X-Square Capital
Puerto Rico
$499K
JSAM
2684
J. Safra Asset Management
New York
$498K
HBWM
2685
Hollow Brook Wealth Management
New York
$498K
PIA
2686
Powell Investment Advisors
Florida
$498K
TCP
2687
TMB Capital Partners
Arkansas
$497K
VAS
2688
Valicenti Advisory Services
New York
$497K
PGWM
2689
Parisi Gray Wealth Management
New Jersey
$497K
TA
2690
TruWealth Advisors
Louisiana
$496K
LSA
2691
Lansing Street Advisors
Pennsylvania
$496K
BFIC
2692
Bedell Frazier Investment Counselling
California
$496K
SC
2693
Schubert & Co
Texas
$495K
TC
2694
TwinBeech Capital
New York
$494K
BW
2695
Bravera Wealth
North Dakota
$493K
SCA
2696
Stokes Capital Advisors
South Carolina
$493K
UWP
2697
Uniting Wealth Partners
Kansas
$491K
BRA
2698
Bender Robert & Associates
California
$490K
SFM
2699
Signet Financial Management
New Jersey
$489K
PP
2700
PFS Partners
New Jersey
$489K