We are live on ! Find out more

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
PPWM
2826
Paragon Private Wealth Management
Kentucky
$426K
KLI
2827
Kelman-Lazarov Inc
Tennessee
$426K
IIM
2828
Illumine Investment Management
Washington
$426K
LWM
2829
LeConte Wealth Management
Tennessee
$425K
HAM
2830
Harmony Asset Management
Arizona
$424K
ALC
2831
Alexander Labrunerie & Co
Missouri
$423K
LSWP
2832
Liberty Square Wealth Partners
Pennsylvania
$422K
DIM
2833
DLK Investment Management
California
$421K
GCC
2834
Game Creek Capital
Massachusetts
$421K
IIM
2835
Ironwood Investment Management
Massachusetts
$420K
CCS
2836
Concentric Capital Strategies
Connecticut
$420K
ALA
2837
Atlas Legacy Advisors
California
$420K
WW
2838
Westshore Wealth
California
$420K
SCM
2839
Sterneck Capital Management
Missouri
$420K
EA
2840
Ellsworth Advisors
Ohio
$419K
APC
2841
Aspire Private Capital
North Carolina
$418K
CAM
2842
Close Asset Management
United Kingdom
$418K
GIM
2843
Groesbeck Investment Management
New Jersey
$418K
BAM
2844
Broyhill Asset Management
North Carolina
$418K
OAS
2845
Optivise Advisory Services
Tennessee
$418K
OCM
2846
Orleans Capital Management
Louisiana
$418K
MWM
2847
MBE Wealth Management
Wisconsin
$417K
TIM
2848
Tortoise Investment Management
New York
$417K
MCCP
2849
Mission Creek Capital Partners
California
$416K
AWA
2850
ARQ Wealth Advisors
Arizona
$415K