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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
JESC
3126
J.E. Simmons & Co
Texas
$304K
OCWP
3127
Owl Creek Wealth Partners
Colorado
$303K
MWPCG
3128
Measured Wealth Private Client Group
New Hampshire
$303K
SFS
3129
Sharp Financial Services
Pennsylvania
$303K
AWS
3130
Aspen Wealth Strategies
Colorado
$302K
Pzena Investment Management
3131
Pzena Investment Management
New York
$302K
OPOWM
3132
One Plus One Wealth Management
Florida
$301K
BWA
3133
BlueChip Wealth Advisors
Georgia
$301K
HCM
3134
Harvey Capital Management
Florida
$301K
III
3135
Independent Investors Inc
New York
$301K
WP
3136
Waycross Partners
Kentucky
$301K
FAM
3137
Forte Asset Management
New York
$300K
QCIG
3138
Quad-Cities Investment Group
Iowa
$300K
PWMG
3139
Private Wealth Management Group
New Jersey
$300K
I
3140
INVST
Indiana
$299K
TFP
3141
Triune Financial Partners
Kansas
$299K
ATIA
3142
American Trust Investment Advisors
New Hampshire
$299K
AA
3143
Acorns Advisers
California
$298K
SEP
3144
Signature Equity Partners
Ohio
$297K
ACM
3145
Academy Capital Management
Texas
$297K
TSMHT
3146
Thurston Springer Miller Herd & Titak
Indiana
$296K
CIS
3147
Custom Index Systems
New York
$296K
GFWA
3148
Grey Fox Wealth Advisors
Delaware
$295K
SAM
3149
Seelaus Asset Management
New Jersey
$295K
CHA
3150
Cooper/Haims Advisors
New York
$295K