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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
HIS
3201
Harvest Investment Services
Illinois
$281K
HCM
3202
Hutchinson Capital Management
California
$281K
CWP
3203
Curated Wealth Partners
California
$281K
FWP
3204
Family Wealth Partners
North Carolina
$280K
NAG
3205
Northstar Advisory Group
New Jersey
$280K
HGA
3206
Hobbs Group Advisors
South Carolina
$280K
SIAG
3207
Safeguard Investment Advisory Group
California
$280K
PCMF
3208
Private Capital Management (Florida)
Florida
$280K
JF
3209
JSF Financial
California
$279K
WF
3210
Wayfinding Financial
Washington
$279K
LA
3211
Latitude Advisors
Florida
$278K
RIM
3212
Reliant Investment Management
Tennessee
$278K
AWP
3213
Avid Wealth Partners
Texas
$277K
FPWM
3214
FSB Premier Wealth Management
Iowa
$275K
TFO
3215
Tarbox Family Office
California
$275K
CWM
3216
Cahaba Wealth Management
Georgia
$274K
FCG
3217
Financial Connections Group
California
$273K
SA
3218
SRH Advisors
Kansas
$273K
LFGO
3219
Legacy Financial Group (Oklahoma)
Oklahoma
$272K
PFM
3220
Patton Fund Management
Texas
$272K
CPW
3221
Cogent Private Wealth
Florida
$272K
PF
3222
Prosperitas Financial
California
$271K
RFS
3223
Richardson Financial Services
Massachusetts
$271K
WAM
3224
Wallington Asset Management
Indiana
$270K
XPN
3225
XY Planning Network
Montana
$270K