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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
SIAG
3201
Safeguard Investment Advisory Group
California
$280K
PCMF
3202
Private Capital Management (Florida)
Florida
$280K
JF
3203
JSF Financial
California
$279K
WF
3204
Wayfinding Financial
Washington
$279K
LA
3205
Latitude Advisors
Florida
$278K
RIM
3206
Reliant Investment Management
Tennessee
$278K
AWP
3207
Avid Wealth Partners
Texas
$277K
FPWM
3208
FSB Premier Wealth Management
Iowa
$275K
TFO
3209
Tarbox Family Office
California
$275K
CWM
3210
Cahaba Wealth Management
Georgia
$274K
FCG
3211
Financial Connections Group
California
$273K
SA
3212
SRH Advisors
Kansas
$273K
LFGO
3213
Legacy Financial Group (Oklahoma)
Oklahoma
$272K
PFM
3214
Patton Fund Management
Texas
$272K
CPW
3215
Cogent Private Wealth
Florida
$272K
PF
3216
Prosperitas Financial
California
$271K
RFS
3217
Richardson Financial Services
Massachusetts
$271K
WAM
3218
Wallington Asset Management
Indiana
$270K
XPN
3219
XY Planning Network
Montana
$270K
RA
3220
Riverstone Advisors
Texas
$269K
SA
3221
Skyline Advisors
Washington
$269K
MWA
3222
Motive Wealth Advisors
Michigan
$269K
IIA
3223
Integral Investment Advisors
California
$268K
CFA
3224
CWS Financial Advisors
Michigan
$268K
TIM
3225
Triad Investment Management
California
$268K