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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
TVWM
3526
Tower View Wealth Management
Wisconsin
$166K
SR
3527
Syntax Research
Florida
$166K
KFP
3528
Kerr Financial Planning
California
$161K
ACM
3529
Anfield Capital Management
California
$161K
TLCM
3530
Twin Lakes Capital Management
California
$159K
RDFA
3531
Ritter Daniher Financial Advisory
Ohio
$151K
EWP
3532
Elevation Wealth Partners
California
$147K
DWS
3533
Dynamic Wealth Strategies
California
$147K
ETS
3534
ESL Trust Services
New York
$144K
WT
3535
WHI Trust
Illinois
$144K
VFM
3536
Vision Financial Markets
Connecticut
$143K
EIM
3537
Essex Investment Management
Massachusetts
$136K
DWM
3538
Dogwood Wealth Management
Kansas
$136K
PF
3539
PlanVest Financial
Maryland
$135K
WFA
3540
West Financial Advisors
Iowa
$134K
CCMI
3541
Creative Capital Management Investments
California
$134K
GFA
3542
Godfrey Financial Associates
New York
$134K
PIS
3543
POM Investment Strategies
North Carolina
$131K
RTC
3544
Riverview Trust Company
Washington
$130K
HFS
3545
Hughes Financial Services
Virginia
$127K
GJIA
3546
Glass Jacobson Investment Advisors
Maryland
$126K
BFS
3547
Bare Financial Services
Pennsylvania
$126K
CFS
3548
CGC Financial Services
Oregon
$126K
CFP
3549
Comprehensive Financial Planning
Pennsylvania
$126K
CA
3550
Centerpoint Advisors
Massachusetts
$125K