We are live on ! Find out more

3,762 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: 3,6433,762 (+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
3,762
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
ECA
3151
Elevated Capital Advisors
Utah
$293K
PHWM
3152
Pine Harbor Wealth Management
Maryland
$293K
PCM
3153
Pointe Capital Management
Michigan
$292K
API
3154
Asset Planning Inc
California
$292K
WAOI
3155
Wealth Advisors of Iowa
Iowa
$292K
SWM
3156
Sterling Wealth Management
Illinois
$292K
SSWM
3157
Strait & Sound Wealth Management
California
$292K
GC
3158
Granville Capital
North Carolina
$291K
TS
3159
Tamar Securities
California
$291K
WIA
3160
Wealthedge Investment Advisors
New York
$291K
IA
3161
IFC Advisors
California
$291K
CPWL
3162
Coquina Private Wealth LLC
Florida
$290K
RCA
3163
Ranch Capital Advisors
Florida
$290K
CIA
3164
Cape Investment Advisory
Georgia
$290K
PCH
3165
PGIM Custom Harvest
New Jersey
$290K
LWA
3166
Lantern Wealth Advisors
New York
$290K
CG
3167
CFO4Life Group
Texas
$290K
OPCM
3168
Osborne Partners Capital Management
California
$290K
ACM
3169
Alessandra Capital Management
California
$290K
LGW
3170
Leslie Global Wealth
Illinois
$290K
IWN
3171
Independent Wealth Network
Iowa
$290K
SWA
3172
ShankerValleau Wealth Advisors
Illinois
$290K
GPWM
3173
Grant Private Wealth Management
California
$289K
Cohen & Steers
3174
Cohen & Steers
New York
$289K
EP
3175
E6 Portfolios
Utah
$289K