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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
DQRIM
2726
Dale Q Rice Investment Management
Washington
$477K
MAG
2727
Mayfair Advisory Group
Alabama
$477K
VV
2728
Verity & Verity
South Carolina
$477K
CFA
2729
Collaborative Fund Advisors
Nevada
$477K
RPGNY
2730
Retirement Planning Group (New York)
New York
$477K
MAM
2731
McLean Asset Management
Virginia
$476K
HA
2732
Huntleigh Advisors
Missouri
$476K
BI
2733
Ballast Inc
Kentucky
$476K
OIS
2734
OneAscent Investment Solutions
Alabama
$474K
OAM
2735
Oak Asset Management
California
$472K
FFA
2736
Florida Financial Advisors
Florida
$472K
TP
2737
Tranquility Partners
Tennessee
$471K
HCM
2738
Hall Capital Management
Rhode Island
$470K
BDF
2739
Black Diamond Financial
Maryland
$470K
EWM
2740
Elevatus Welath Management
New York
$470K
GPW
2741
Gentry Private Wealth
Kansas
$468K
BGAI
2742
Bruce G. Allen Investments
Colorado
$467K
OCPWS
2743
One Charles Private Wealth Services
Massachusetts
$467K
CWM
2744
Concentrum Wealth Management
California
$467K
EGM
2745
Engineers Gate Manager
New York
$466K
CFSG
2746
Clark Financial Services Group
Missouri
$466K
VIP
2747
Vista Investment Partners
Oklahoma
$463K
HWM
2748
Howard Wealth Management
Connecticut
$462K
DCBT
2749
Dakota Community Bank & Trust
North Dakota
$461K
TSW
2750
Three Seasons Wealth
Utah
$461K